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
1South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
2SFMG Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
3Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
4Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
5FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
6Sloan Investment Management$852,318$549,596,800$2,705,366$552,302,166
7Richard P. Slaughter Associates, Inc.$412,509$478,222,367$29,163,971$507,386,338
8Whitley Penn Financial, LLP$238,493$460,799,322$51,959,820$512,759,142
9Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
10FCA Corp$762,556$382,046,084$52,611,088$434,657,172
11Lauterbach Financial Advisors, LLC$368,037$341,158,281$1,116,142$342,274,423
12Insight Wealth Partners$182,399$330,871,329$911,790$331,783,119
13WJ Interests, LLC$399,733$299,000,000$299,000,000
14Waterway Wealth Management$282,935$295,950,356$295,950,356
15Carter Asset Management$530,498$268,431,902$268,431,902
16Fortune Wealth Management, LLC$1,121,160$228,259,998$3,820,098$232,080,096
17Silicon Hills Wealth Management$321,695$220,683,050$220,683,050
18One Advocate Group$406,048$188,000,000$188,000,000
19Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
20Trinity Legacy Partners, LLC$334,921$169,346,880$458,291$169,805,171
21Stone Asset Management, Inc.$289,897$169,066,050$1,393,131$170,459,181
22Bonner & Smith$184,307$156,108,087$156,108,087
23Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
24Haven Wealth Group$296,304$141,337,039$141,337,039
25Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
26Equistar Wealth Management LLC$559,531$137,085,190$137,085,190
27Trisperity Advisors, LLC$267,891$133,471,984$11,992,794$145,464,778
28Mills Wealth Advisors, LLC$163,029$132,884,061$31,123,533$164,007,594
29Pauley Financial$302,750$125,469,461$22,877,851$148,347,312
30Focus Wealth Advisors$326,538$121,909,505$2,828,091$124,737,596
31Heritage Retirement Advisors, LLC$118,195$121,859,323$121,859,323
32Strategic Advisory Services, L.L.C.$320,638$109,598,237$701,326$110,299,563
33Mercantile Investment Advisors$1,475,197$107,689,413$107,689,413
34Imperium Wealth Management, LLC$217,547$97,198,284$11,792,857$108,991,141
35Bird Rock Asset Management, LP$542,190$74,916,947$104,547,914$179,464,861
36Monticello Wealth Management, LLC$1,386,152$476,836,286$476,836,286

Showing 1 to 36 of 36 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.

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