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 | $448,164,428 | $17,715,432,511 | $659,309,016 | $18,374,741,527 |
| 2 | Tolleson Private Wealth Management | $1,639,314 | $5,411,003,659 | $193,811,430 | $5,604,815,089 |
| 3 | RGT Wealth Advisors | $1,036,783 | $3,581,680,622 | $445,182,876 | $4,026,863,498 |
| 4 | South Texas Money Management, Ltd.. | $1,067,932 | $3,284,578,862 | $31,348,563 | $3,315,927,425 |
| 5 | Frontier Investment Management Co | $736,059 | $2,323,737,914 | $0 | $2,323,737,914 |
| 6 | Paul Comstock Partners | $16,387,529 | $3,375,400 | $2,225,328,477 | $2,228,703,877 |
| 7 | Patriot Wealth Management, Inc. | $970,344 | $1,731,953,817 | $132,077,514 | $1,864,031,331 |
| 8 | TCG Advisors, LP | $1,515,491 | $1,534,353,977 | $231,192,740 | $1,765,546,717 |
| 9 | Covenant | $1,247,345 | $1,441,868,825 | $46,214,243 | $1,488,083,068 |
| 10 | Paratus Financial, Inc. | $567,158 | $185,704,159 | $1,292,309,541 | $1,478,013,700 |
| 11 | Century Management Financial Advisors | $1,267,205 | $1,316,625,846 | $0 | $1,316,625,846 |
| 12 | SFMG Wealth Advisors | $381,772 | $1,198,737,022 | $34,386,968 | $1,233,123,990 |
| 13 | True North Advisors | $447,211 | $1,145,676,378 | $63,583,474 | $1,209,259,852 |
| 14 | Lee Financial Company | $691,869 | $1,082,238,191 | $10,914,907 | $1,093,153,098 |
| 15 | Corda Investment Management, LLC | $835,200 | $1,008,000,000 | $36,000,000 | $1,044,000,000 |
| 16 | Durbin Bennett Private Wealth Management, LLC | $1,014,475 | $996,435,834 | $44,415,436 | $1,040,851,270 |
| 17 | Beaird Harris | $483,340 | $971,215,744 | $56,847,727 | $1,028,063,471 |
| 18 | Wealthstreet Investment Advisors, LLC | $1,402,515 | $919,243,904 | $2,208,404 | $921,452,308 |
| 19 | Tanglewood Total Wealth Management, Inc. | $857,041 | $898,179,150 | $0 | $898,179,150 |
| 20 | The Financial Advisory Group, Inc. | $504,199 | $856,633,877 | $0 | $856,633,877 |
| 21 | Austin Asset | $473,614 | $829,257,417 | $26,562,441 | $855,819,858 |
| 22 | Venturi Wealth Management, LLC | $1,184,575 | $781,839,000 | $9,457,000 | $791,296,000 |
| 23 | Adell Harriman & Carpenter | $643,213 | $726,187,360 | $0 | $726,187,360 |
| 24 | McGowan Group Asset Management | $361,438 | $678,375,021 | $19,562,306 | $697,937,327 |
| 25 | Financial Synergies | $498,710 | $687,489,642 | $8,211,180 | $695,700,822 |
| 26 | Howard Financial Services, Ltd.. | $500,045 | $614,801,541 | $50,758,425 | $665,559,966 |
| 27 | Galapagos Partners, L.P. | $24,078,420 | $258,358,150 | $391,759,182 | $650,117,332 |
| 28 | FMP Wealth Advisers | $307,948 | $558,497,000 | $49,084,000 | $607,581,000 |
| 29 | Sather Financial Group, Inc. | $593,777 | $561,098,748 | $27,928,393 | $589,027,141 |
| 30 | Sloan Investment Management | $1,000,069 | $584,985,282 | $2,055,314 | $587,040,596 |
| 31 | Diesslin Group, Inc. | $473,981 | $585,366,950 | $0 | $585,366,950 |
| 32 | Sequent Asset Management, LLC | $1,468,852 | $331,328,089 | $248,868,293 | $580,196,382 |
| 33 | Cypress Point Wealth Management | $3,121,058 | $539,446,382 | $31,707,141 | $571,153,523 |
| 34 | Kings Path Partners LLC | $6,474,655 | $102,606,078 | $441,264,939 | $543,871,017 |
| 35 | Whitley Penn Financial, LLP | $259,921 | $477,724,211 | $53,553,826 | $531,278,037 |
| 36 | Briaud Financial Advisors | $290,896 | $525,487,932 | $2,779,104 | $528,267,036 |
| 37 | Optima Asset Management Inc | $2,435,562 | $0 | $513,903,616 | $513,903,616 |
| 38 | Richard P. Slaughter Associates, Inc. | $411,874 | $467,069,561 | $26,355,985 | $493,425,546 |
| 39 | Franklin, Parlapiano, Turner & Welch | $1,330,231 | $470,103,521 | $2,128,598 | $472,232,119 |
| 40 | Insight Wealth Partners | $917,647 | $342,600,000 | $94,200,000 | $436,800,000 |
| 41 | FCA Corp | $880,009 | $366,967,466 | $45,756,852 | $412,724,318 |
| 42 | David M. Lee, P.C. | $1,692,817 | $0 | $404,583,157 | $404,583,157 |
| 43 | Pin Oak Investment Advisors Inc | $609,151 | $403,257,709 | $0 | $403,257,709 |
| 44 | T.O.S. Advisors | $8,523,097 | $400,585,547 | $0 | $400,585,547 |
| 45 | Goodman Financial Corporation | $1,717,955 | $391,693,791 | $0 | $391,693,791 |
| 46 | PartnersInWealth, Inc | $590,430 | $223,781,684 | $165,901,942 | $389,683,626 |
| 47 | KMH Wealth Management, LLC | $423,146 | $369,863,140 | $15,622,746 | $385,485,886 |
| 48 | Efficient Wealth Management, LLC | $405,042 | $373,853,809 | $0 | $373,853,809 |
| 49 | Meridian Wealth Advisors, LLC | $520,096 | $346,990,000 | $26,439,000 | $373,429,000 |
| 50 | Wealthstar Advisors, LLC | $190,675 | $370,100,000 | $0 | $370,100,000 |
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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.
