RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Fruth Investment Management$749,910$303,572,366$891,168$304,463,534
52Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
53Garner Asset Management Corporation$799,488$312,434,494$964,772$313,399,266
54Goodman Financial Corporation$741,916$488,180,731$488,180,731
55Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
56Harrell Investment Partners, LLC$607,728$412,631,294$12,778,631$425,409,925
57Haven Wealth Group LLC$397,708$215,160,111$215,160,111
58Helen Stephens Group, LLC$346,937$185,087,838$1,217,210$186,305,048
59Heritage Wealth Management, Inc.$396,671$184,451,942$184,451,942
60HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
61HFP Wealth Management, LLC$409,565$217,764,115$124,407$217,888,522
62Horizon Advisors, LLC$485,307$267,787,635$34,073,590$301,861,225
63Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
64Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
65Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
66Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
67Investment Advisory Services, Inc$450,275$364,722,816$364,722,816
68Islay Capital Management, LLC$612,733$206,294,283$2,034,898$208,329,181
69J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
70J.K. Financial, Inc.$432,723$165,300,000$165,300,000
71Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
72Keene & Associates, Inc.$447,794$123,899,854$586,826$124,486,680
73Keener Financial Planning, LLC$504,786$185,239,753$6,074,199$191,313,952
74KM Capital Management, Ltd.$891,130$202,742,961$42,317,653$245,060,614
75KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
76Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
77LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
78Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
79Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
80Lifeway Financial Corporation$583,185$239,105,720$239,105,720
81Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
82Matthew Goff Investment Advisor, LLC$719,785$366,957,904$15,248,078$382,205,982
83McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
84Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
85Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
86Mills Wealth Advisors, LLC$189,344$192,762,340$28,959,407$221,721,747
87MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
88New Capital Management, Lp$3,291,875$293,020,000$23,000,000$316,020,000
89Oliphint Associates LLC$515,282$258,671,675$258,671,675
90Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
91Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
92Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
93Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
94Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
95Patron Partners, LLC$414,324$207,576,132$207,576,132
96Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
97Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
98Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
99Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
100RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on July 2021.