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 |
|---|---|---|---|---|---|
| 101 | Rhame & Gorrell Wealth Management, LLC | $431,518 | $451,368,034 | — | $451,368,034 |
| 102 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $534,688 | $622,756,284 | $134,896,419 | $757,652,703 |
| 103 | Riley Wealth Advisors, LLC | $151,325 | $125,600,000 | — | $125,600,000 |
| 104 | Roserock Wealth Management, LLC | $414,729 | $98,000,000 | $9,000,000 | $107,000,000 |
| 105 | Roth Financial Partners LLC | $505,876 | $316,172,571 | — | $316,172,571 |
| 106 | SADDOCK WEALTH, LLC | $1,868,116 | $72,400,000 | $56,500,000 | $128,900,000 |
| 107 | Sather Financial Group, Inc. | $974,268 | $1,050,261,019 | — | $1,050,261,019 |
| 108 | Schubert & Company, Inc. | $547,997 | $245,502,447 | — | $245,502,447 |
| 109 | Segment Wealth Management, LLC | $1,128,542 | $902,833,585 | — | $902,833,585 |
| 110 | Sequent Asset Management, LLC | $1,568,407 | $343,092,637 | $368,964,176 | $712,056,813 |
| 111 | Sfmg, LLC. | $503,911 | $1,551,583,328 | $116,864,879 | $1,668,448,207 |
| 112 | Silicon Hills Wealth Management, LLC | $390,436 | $211,172,061 | $2,786,601 | $213,958,662 |
| 113 | Stegent Equity Advisors Inc. | $558,035 | $210,360,299 | $1,693,009 | $212,053,308 |
| 114 | Steward Financial Group, LLC | $488,853 | $407,703,080 | — | $407,703,080 |
| 115 | Stone Asset Management, Inc. | $1,079,366 | $242,087,219 | $2,928,824 | $245,016,043 |
| 116 | Strategic Financial Planning, Inc. | $292,607 | $142,499,777 | — | $142,499,777 |
| 117 | STRATFORD CONSULTING, LLC | $763,533 | $619,224,897 | — | $619,224,897 |
| 118 | T.O.S. Advisors, LLC | $1,125,324 | $226,190,077 | — | $226,190,077 |
| 119 | Tanglewood Legacy Advisors, LLC | $765,777 | $298,448,354 | $17,051,971 | $315,500,325 |
| 120 | Tanglewood Wealth Management, Inc. | $1,042,339 | $1,224,748,000 | — | $1,224,748,000 |
| 121 | Teamwork Financial Advisors, LLC | $184,461 | $463,920,002 | — | $463,920,002 |
| 122 | The Financial Advisory Group, Inc. | $532,329 | $1,082,224,661 | — | $1,082,224,661 |
| 123 | The Menard Financial Group, LLC | $1,021,180 | $225,680,794 | — | $225,680,794 |
| 124 | The Rudd Company, LLC | $273,407 | $133,407,934 | $18,059,648 | $151,467,582 |
| 125 | The Watchman Group, Inc. | $548,161 | $400,705,711 | — | $400,705,711 |
| 126 | The Wealth Coach, LLC | $212,401 | $165,673,082 | — | $165,673,082 |
| 127 | TL Private Wealth LLC | $468,857 | $255,058,004 | — | $255,058,004 |
| 128 | Trinity Legacy Partners, LLC | $501,099 | $244,733,810 | $37,384,909 | $282,118,719 |
| 129 | Trisperity Advisors, LLC | $317,679 | $200,903,704 | $2,410,642 | $203,314,346 |
| 130 | True North Advisors, LLC | $708,300 | $2,316,755,756 | $21,343,657 | $2,338,099,413 |
| 131 | Truefg, LLC | $149,750 | $178,600,000 | $1,400,000 | $180,000,000 |
| 132 | Vaquero Private Wealth, Ltd. | $1,094,193 | $166,317,339 | — | $166,317,339 |
| 133 | Venturi Wealth Management, LLC | $681,442 | $1,735,590,000 | $41,610,000 | $1,777,200,000 |
| 134 | Virtus Family Office, LLC | $2,310,551 | $154,806,947 | — | $154,806,947 |
| 135 | Waterway Wealth Management, L.L.C. | $379,318 | $421,422,639 | — | $421,422,639 |
| 136 | Wealth Covenant Group LLC | $640,728 | $193,500,000 | — | $193,500,000 |
| 137 | Wealthstar Advisors, LLC | $250,807 | $539,235,828 | — | $539,235,828 |
| 138 | Wealthstreet Investment Advisors, LLC | $1,529,480 | $1,178,354,743 | $874,633 | $1,179,229,376 |
| 139 | Whiterock Wealth Management Co. | $608,631 | $185,055,912 | $33,442,466 | $218,498,378 |
| 140 | William Madison Advisors, Inc. | $681,762 | $357,925,283 | — | $357,925,283 |
| 141 | WJ Interests, LLC | $523,312 | $390,391,000 | — | $390,391,000 |
| 142 | Wpwealth LLP | $381,912 | $568,479,191 | $157,534,723 | $726,013,914 |
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.
