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

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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