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
1Wealthstar Advisors, LLC$176,731$355,758,816$355,758,816
2Republic Wealth Advisors$192,693$180,001,558$24,059,910$204,061,468
3Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
4McElhenny Sheffield Capital Management, LLC$265,819$261,300,000$261,300,000
5Clintsman Financial Planning$276,496$302,763,478$302,763,478
6HFG Wealth Management$284,800$312,125,879$2,577,829$314,703,708
7Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
8Krueger & Catalano Capital Partners, LLC$293,073$217,635,086$17,702,232$235,337,318
9Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
10Sms Capital Management$316,742$110,269,239$1,224,110$111,493,349
11Heritage Wealth Management$336,396$133,885,505$133,885,505
12Barnett Financial, Inc.$341,787$169,184,728$169,184,728
13Archetype Wealth Partners, LLC$378,463$203,366,710$36,578,618$239,945,328
14Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
15True North Advisors$387,094$1,055,305,255$26,236,141$1,081,541,396
16Heritage Financial Planning$391,832$157,516,524$157,516,524
17Camden Wealth Advisors LLC$399,762$173,650,248$3,044,610$176,694,858
18Beacon Financial Advisors Ltd.$406,708$240,620,134$6,251,427$246,871,561
19Horizon Advisors$407,582$209,855,314$26,134,659$235,989,973
20QuadCap Wealth Management$414,890$328,892,753$4,263,780$333,156,533
21The Watchman Group, Inc.$429,697$227,309,547$227,309,547
22KMH Wealth Management, LLC$433,247$405,477,348$14,772,316$420,249,664
23Steward Wealth Management$443,796$311,544,507$311,544,507
24Meridian Wealth Advisors, LLC$451,565$326,850,000$22,210,000$349,060,000
25Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
26Financial Synergies$458,337$768,630,676$768,630,676
27Stegent Equity Advisors Inc.$463,221$168,781,929$1,683,437$170,465,366
28Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
29Wealth Covenant Group LLC$495,663$154,646,928$154,646,928
30The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
31Austin Asset$505,195$834,645,549$11,051,117$845,696,666
32PartnersInWealth, Inc$506,561$236,132,924$154,932,289$391,065,213
33Parker Financial Advisors$549,296$161,493,020$161,493,020
34Venturi Wealth Management, LLC$568,813$992,833,000$16,242,000$1,009,075,000
35The Goff Financial Group$574,705$279,390,228$12,559,815$291,950,043
36Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
37Lee Financial Company$617,325$1,001,575,272$14,542,221$1,016,117,493
38Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
39Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
40Riverstone Advisors, LLC$737,065$163,353,633$4,697,205$168,050,838
41Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
42KM Capital Management, Ltd..$809,821$135,070,763$10,697,103$145,767,866
43Simplyrich$862,041$164,649,901$164,649,901
44Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
45Relevance Capital Management$966,461$230,017,694$230,017,694
46RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
47Sequent Asset Management, LLC$1,131,785$317,707,566$252,712,233$570,419,799
48Clear Rock Advisors, LLC$1,185,959$187,381,570$187,381,570
49Wealthstreet Investment Advisors, LLC$1,186,750$814,562,319$1,921,478$816,483,797
50WhiteRock Wealth Management$1,192,462$151,442,676$151,442,676
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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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