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