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 |
|---|---|---|---|---|---|
| 1 | Jasper Ridge Partners, L.P. | $584,691,178 | $27,093,509,709 | $386,975,675 | $27,480,485,384 |
| 2 | RGT Wealth Advisors, LLC | $1,168,347 | $4,714,561,153 | $145,762,623 | $4,860,323,776 |
| 3 | TCG Advisory Services, LLC | $2,084,215 | $2,808,572,833 | $1,793,373,554 | $4,601,946,387 |
| 4 | Linscomb & Williams Inc | $614,427 | $4,218,658,522 | — | $4,218,658,522 |
| 5 | TCG ADVISORS, LP | $2,030,952 | $2,732,573,396 | $870,334,771 | $3,602,908,167 |
| 6 | CH INVESTMENT PARTNERS, LLC | $3,111,608 | $2,751,450,579 | $823,786,993 | $3,575,237,572 |
| 7 | First Endowment Development Corp | $24,905,746 | $7,471,803 | $2,781,971,693 | $2,789,443,496 |
| 8 | True North Advisors, LLC | $708,300 | $2,316,755,756 | $21,343,657 | $2,338,099,413 |
| 9 | Covenant Multi-Family Offices, LLC | $1,089,833 | $1,986,473,095 | $72,221,769 | $2,058,694,864 |
| 10 | Paratus Financial, Inc. | $474,266 | $221,642,213 | $1,585,311,161 | $1,806,953,374 |
| 11 | Venturi Wealth Management, LLC | $681,442 | $1,735,590,000 | $41,610,000 | $1,777,200,000 |
| 12 | Sfmg, LLC. | $503,911 | $1,551,583,328 | $116,864,879 | $1,668,448,207 |
| 13 | Legacy One Financial Advisors, LLC | $692,965 | $1,358,374,360 | $1,222,677 | $1,359,597,037 |
| 14 | Monticello Wealth Management, LLC | $2,505,598 | $1,320,449,977 | — | $1,320,449,977 |
| 15 | Durbin Bennett Private Wealth Management, LLC | $1,082,346 | $1,220,806,382 | $65,020,699 | $1,285,827,081 |
| 16 | Beaird Harris Wealth Management, LLC | $505,031 | $1,135,832,001 | $126,239,328 | $1,262,071,329 |
| 17 | Corda Investment Management, LLC | $497,195 | $1,195,187,987 | $47,800,000 | $1,242,987,987 |
| 18 | Tanglewood Wealth Management, Inc. | $1,042,339 | $1,224,748,000 | — | $1,224,748,000 |
| 19 | Lee Financial Company, LLC | $685,492 | $1,177,344,720 | $5,814,456 | $1,183,159,176 |
| 20 | Wealthstreet Investment Advisors, LLC | $1,529,480 | $1,178,354,743 | $874,633 | $1,179,229,376 |
| 21 | Austin Asset Management Co | $615,480 | $1,162,227,195 | $14,571,243 | $1,176,798,438 |
| 22 | The Financial Advisory Group, Inc. | $532,329 | $1,082,224,661 | — | $1,082,224,661 |
| 23 | Sather Financial Group, Inc. | $974,268 | $1,050,261,019 | — | $1,050,261,019 |
| 24 | Adell Harriman & Carpenter Inc | $575,797 | $1,032,403,916 | — | $1,032,403,916 |
| 25 | Financial Synergies Wealth Advisors, Inc. | $1,580,415 | $1,016,206,821 | — | $1,016,206,821 |
| 26 | Requisite Capital Management LLC | $3,403,288 | $553,520,116 | $453,853,165 | $1,007,373,281 |
| 27 | Segment Wealth Management, LLC | $1,128,542 | $902,833,585 | — | $902,833,585 |
| 28 | Meridian Wealth Advisors, LLC | $719,557 | $839,743,048 | $33,799,718 | $873,542,766 |
| 29 | Financial Management Professionals Inc | $377,045 | $767,962,203 | $41,177,000 | $809,139,203 |
| 30 | Howard Financial Services, Ltd. | $710,052 | $746,128,761 | $16,467,244 | $762,596,005 |
| 31 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $534,688 | $622,756,284 | $134,896,419 | $757,652,703 |
| 32 | Galapagos Partners, L.P. | $25,269,101 | $270,807,033 | $461,996,902 | $732,803,935 |
| 33 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | $351,161 | $696,740,196 | $35,782,201 | $732,522,397 |
| 34 | Diesslin Group, Inc. | $526,727 | $597,114,028 | $129,769,812 | $726,883,840 |
| 35 | Wpwealth LLP | $381,912 | $568,479,191 | $157,534,723 | $726,013,914 |
| 36 | Willis Johnson & Associates, Inc. | $582,211 | $703,153,628 | $18,787,751 | $721,941,379 |
| 37 | Sequent Asset Management, LLC | $1,568,407 | $343,092,637 | $368,964,176 | $712,056,813 |
| 38 | Kings Path Partners LLC | $3,174,458 | $161,769,600 | $520,738,768 | $682,508,368 |
| 39 | Briaud Financial Planning Inc | $368,063 | $656,995,756 | $12,510,232 | $669,505,988 |
| 40 | Sloan Investment Management, L.L.C. | $2,074,141 | $661,002,115 | $2,723,071 | $663,725,186 |
| 41 | Autumn Lane Advisors, LLC | $1,521,181 | $306,560,000 | $323,209,000 | $629,769,000 |
| 42 | Cypress Point Wealth Management, LLC | $125,380 | $514,111,530 | $115,545,082 | $629,656,612 |
| 43 | STRATFORD CONSULTING, LLC | $763,533 | $619,224,897 | — | $619,224,897 |
| 44 | Austin Private Wealth, LLC | $220,732 | $576,380,509 | $2,599,974 | $578,980,483 |
| 45 | Franklin, Parlapiano, Turner & Welch LLC | $1,618,928 | $571,960,950 | $2,758,455 | $574,719,405 |
| 46 | Insight Wealth Partners, LLC | $234,443 | $568,561,627 | $901,312 | $569,462,939 |
| 47 | KMH Wealth Management, LLC | $502,440 | $558,194,093 | $11,069,873 | $569,263,966 |
| 48 | Quadcap Wealth Management, LLC | $594,229 | $553,918,075 | $4,656,747 | $558,574,822 |
| 49 | Wealthstar Advisors, LLC | $250,807 | $539,235,828 | — | $539,235,828 |
| 50 | Avion Wealth, LLC | $319,724 | $500,687,553 | — | $500,687,553 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
