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
1Jasper Ridge Partners, L.P.$500,041,890$19,288,071,368$713,604,226$20,001,675,594
2Tolleson Private Wealth Management$1,729,339$5,439,770,306$123,513,227$5,563,283,533
3Rgt Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
4South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
5Tcg Advisors, Lp$1,625,702$2,133,105,051$684,236,218$2,817,341,269
6Linscomb & Williams$1,731,629$2,808,702,381$2,808,702,381
7Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
8Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
9Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
10Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
11True North Advisors, Llc$460,707$1,359,644,853$27,543,772$1,387,188,625
12Sfmg Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
13Venturi Private Wealth$645,271$1,175,000,000$25,850,000$1,200,850,000
14Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
15Corda Investment Management, Llc$397,037$1,034,000,000$38,000,000$1,072,000,000
16Durbin Bennett Private Wealth Management, Llc$932,177$1,000,716,615$44,253,479$1,044,970,094
17Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
18Lee Financial Company, Llc$617,325$1,001,575,272$14,542,221$1,016,117,493
19Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
20The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
21Austin Asset$505,195$834,645,549$11,051,117$845,696,666
22Wealthstreet Investment Advisors, Llc$1,186,750$814,562,319$1,921,478$816,483,797
23Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
24Requisite Capital Management Llc$2,629,004$210,576,262$588,641,088$799,217,350
25Financial Synergies$458,337$768,630,676$768,630,676
26Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
27Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
28Cypress Point Wealth Management, Llc$3,748,172$607,844,523$44,337,475$652,181,998
29Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
30Howard Financial Services, Ltd.$394,079$624,072,503$542,685$624,615,188
31Monticello Wealth Management, Llc$1,511,853$618,036,610$1,823,013$619,859,623
32Mcgowan Group Asset Management, Inc.$307,307$587,088,298$27,832,231$614,920,529
33Fmp Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
34Kings Path Partners Llc$4,173,932$125,695,205$462,829,197$588,524,402
35Sequent Asset Management, Llc$1,131,785$317,707,566$252,712,233$570,419,799
36Stratford Consulting, Llc$699,144$552,314,342$9,452$552,323,794
37Sloan Investment Management, L.L.C.$852,318$549,596,800$2,705,366$552,302,166
38Briaud Financial Advisors$285,053$537,489,590$10,666,430$548,156,020
39Wpwealth Llp$238,493$460,799,322$51,959,820$512,759,142
40Richard P. Slaughter Associates, Inc.$412,509$478,222,367$29,163,971$507,386,338
41Willis Johnson & Associates, Inc.$483,397$465,681,988$1,763,370$467,445,358
42Franklin, Parlapiano, Turner & Welch Llc$1,240,738$458,224,755$2,088,983$460,313,738
43T.O.S. Advisors, Llc$8,060,794$451,404,463$451,404,463
44Fca Corp$762,556$382,046,084$52,611,088$434,657,172
45Doliver Advisors, L.P.$1,448,325$433,049,189$433,049,189
46Kmh Wealth Management, Llc$433,247$405,477,348$14,772,316$420,249,664
47Optima Asset Management Inc$1,876,442$407,187,850$407,187,850
48Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
49David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
50Keene & Associates, Inc.$1,646,311$99,108,514$292,713,480$391,821,994
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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.