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

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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