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
1RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
2Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
3Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
4Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
5Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
6True North Advisors$387,094$1,055,305,255$26,236,141$1,081,541,396
7Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
8Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
9Lee Financial Company$617,325$1,001,575,272$14,542,221$1,016,117,493
10Venturi Wealth Management, LLC$568,813$992,833,000$16,242,000$1,009,075,000
11Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
12The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
13Austin Asset$505,195$834,645,549$11,051,117$845,696,666
14Wealthstreet Investment Advisors, LLC$1,186,750$814,562,319$1,921,478$816,483,797
15Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
16Financial Synergies$458,337$768,630,676$768,630,676
17Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
18Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
19Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
20Sequent Asset Management, LLC$1,131,785$317,707,566$252,712,233$570,419,799
21Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
22Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
23Optima Asset Management Inc$1,841,208$452,937,101$452,937,101
24T.O.S. Advisors$8,060,794$451,404,463$451,404,463
25KMH Wealth Management, LLC$433,247$405,477,348$14,772,316$420,249,664
26David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
27South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
28PartnersInWealth, Inc$506,561$236,132,924$154,932,289$391,065,213
29Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
30Efficient Wealth Management, LLC$1,774,940$374,512,442$374,512,442
31Wealthstar Advisors, LLC$176,731$355,758,816$355,758,816
32Meridian Wealth Advisors, LLC$451,565$326,850,000$22,210,000$349,060,000
33QuadCap Wealth Management$414,890$328,892,753$4,263,780$333,156,533
34Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
35HFG Wealth Management$284,800$312,125,879$2,577,829$314,703,708
36New Capital Management, LP$3,586,207$292,000,000$20,000,000$312,000,000
37Steward Wealth Management$443,796$311,544,507$311,544,507
38Clintsman Financial Planning$276,496$302,763,478$302,763,478
39The Goff Financial Group$574,705$279,390,228$12,559,815$291,950,043
40LBJ Family Wealth Advisors, Ltd..$4,131,888$275,708,365$5,260,000$280,968,365
41McElhenny Sheffield Capital Management, LLC$265,819$261,300,000$261,300,000
42Beacon Financial Advisors Ltd.$406,708$240,620,134$6,251,427$246,871,561
43Fortiter Wealth Management$1,345,164$242,695,948$3,469,038$246,164,986
44Archetype Wealth Partners, LLC$378,463$203,366,710$36,578,618$239,945,328
45Horizon Advisors$407,582$209,855,314$26,134,659$235,989,973
46Krueger & Catalano Capital Partners, LLC$293,073$217,635,086$17,702,232$235,337,318
47Relevance Capital Management$966,461$230,017,694$230,017,694
48The Watchman Group, Inc.$429,697$227,309,547$227,309,547
49Mosaic Advisors LLC$1,826,930$138,590,890$82,467,643$221,058,533
50Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
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Showing 1 to 50 of 67 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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