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$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
6Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
7Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
8Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
9Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
10SFMG Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
11True North Advisors$387,094$1,055,305,255$26,236,141$1,081,541,396
12Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
13Corda Investment Management, LLC$397,037$1,034,000,000$38,000,000$1,072,000,000
14Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
15Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
16Lee Financial Company$617,325$1,001,575,272$14,542,221$1,016,117,493
17Venturi Wealth Management, LLC$568,813$992,833,000$16,242,000$1,009,075,000
18Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
19The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
20Austin Asset$505,195$834,645,549$11,051,117$845,696,666
21Wealthstreet Investment Advisors, LLC$1,186,750$814,562,319$1,921,478$816,483,797
22Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
23Financial Synergies$458,337$768,630,676$768,630,676
24Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
25Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
26Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
27Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
28McGowan Group Asset Management$307,307$587,088,298$27,832,231$614,920,529
29FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
30Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
31Sequent Asset Management, LLC$1,131,785$317,707,566$252,712,233$570,419,799
32Sloan Investment Management$852,318$549,596,800$2,705,366$552,302,166
33Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
34Whitley Penn Financial, LLP$238,493$460,799,322$51,959,820$512,759,142
35Richard P. Slaughter Associates, Inc.$412,509$478,222,367$29,163,971$507,386,338
36Monticello Wealth Management, LLC$1,386,152$476,836,286$476,836,286
37Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
38Optima Asset Management Inc$1,841,208$452,937,101$452,937,101
39T.O.S. Advisors$8,060,794$451,404,463$451,404,463
40FCA Corp$762,556$382,046,084$52,611,088$434,657,172
41KMH Wealth Management, LLC$433,247$405,477,348$14,772,316$420,249,664
42Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
43David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
44South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
45PartnersInWealth, Inc$506,561$236,132,924$154,932,289$391,065,213
46Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
47Efficient Wealth Management, LLC$1,774,940$374,512,442$374,512,442
48Wealthstar Advisors, LLC$176,731$355,758,816$355,758,816
49Meridian Wealth Advisors, LLC$451,565$326,850,000$22,210,000$349,060,000
50Lauterbach Financial Advisors, LLC$368,037$341,158,281$1,116,142$342,274,423
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Showing 1 to 50 of 122 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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