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. | $512,048,230 | $21,475,264,147 | $542,809,759 | $22,018,073,906 |
| 2 | RGT WEALTH ADVISORS | $1,068,105 | $4,112,801,814 | $222,637,226 | $4,335,439,040 |
| 3 | LINSCOMB & WILLIAMS | $741,902 | $3,844,536,498 | — | $3,844,536,498 |
| 4 | TCG ADVISORS, LP | $2,030,952 | $2,732,573,396 | $870,334,771 | $3,602,908,167 |
| 5 | TCG ADVISORY SERVICES, LLC | $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 | PAUL COMSTOCK PARTNERS | $18,977,394 | $7,525,251 | $2,383,626,385 | $2,391,151,636 |
| 8 | COVENANT | $1,028,460 | $1,760,738,251 | $53,465,890 | $1,814,204,141 |
| 9 | VENTURI PRIVATE WEALTH | $662,506 | $1,576,180,000 | $44,310,000 | $1,620,490,000 |
| 10 | TRUE NORTH ADVISORS, LLC | $513,091 | $1,581,734,664 | $19,623,015 | $1,601,357,679 |
| 11 | SFMG WEALTH ADVISORS | $496,349 | $1,459,390,667 | $87,234,353 | $1,546,625,020 |
| 12 | PARATUS FINANCIAL, INC. | $715,332 | $119,950,972 | $1,405,137,386 | $1,525,088,358 |
| 13 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | $863,151 | $1,160,444,136 | $49,692,962 | $1,210,137,098 |
| 14 | BEAIRD HARRIS | $455,250 | $1,068,995,906 | $99,175,516 | $1,168,171,422 |
| 15 | CORDA INVESTMENT MANAGEMENT, LLC | $418,412 | $1,140,000,000 | $19,000,000 | $1,159,000,000 |
| 16 | LEE FINANCIAL COMPANY, LLC | $686,992 | $1,119,065,779 | $5,540,030 | $1,124,605,809 |
| 17 | AUSTIN ASSET | $562,611 | $1,021,522,641 | $18,181,628 | $1,039,704,269 |
| 18 | TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. | $912,138 | $1,037,101,000 | — | $1,037,101,000 |
| 19 | WEALTHSTREET INVESTMENT ADVISORS, LLC | $1,384,385 | $1,028,976,473 | $1,005,987 | $1,029,982,460 |
| 20 | THE FINANCIAL ADVISORY GROUP, INC. | $484,096 | $957,057,157 | — | $957,057,157 |
| 21 | ADELL HARRIMAN & CARPENTER | $542,804 | $921,138,152 | — | $921,138,152 |
| 22 | FINANCIAL SYNERGIES | $495,006 | $894,971,212 | — | $894,971,212 |
| 23 | REQUISITE CAPITAL MANAGEMENT LLC | $2,133,768 | $462,386,159 | $393,254,667 | $855,640,826 |
| 24 | SATHER FINANCIAL GROUP, INC. | $786,813 | $853,692,481 | — | $853,692,481 |
| 25 | DIESSLIN GROUP, INC. | $486,124 | $573,937,988 | $231,082,536 | $805,020,524 |
| 26 | SEGMENT WEALTH MANAGEMENT, LLC | $1,028,992 | $768,657,179 | — | $768,657,179 |
| 27 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $534,688 | $622,756,284 | $134,896,419 | $757,652,703 |
| 28 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | $351,161 | $696,740,196 | $35,782,201 | $732,522,397 |
| 29 | FMP WEALTH ADVISERS | $327,183 | $670,870,000 | $55,803,000 | $726,673,000 |
| 30 | MONTICELLO WEALTH MANAGEMENT, LLC | $1,647,838 | $709,305,146 | $14,095,733 | $723,400,879 |
| 31 | GALAPAGOS PARTNERS, L.P. | $27,399,707 | $219,322,890 | $493,069,483 | $712,392,373 |
| 32 | HOWARD FINANCIAL SERVICES, LTD. | $464,523 | $644,850,086 | $56,579,580 | $701,429,666 |
| 33 | MERIDIAN WEALTH ADVISORS, LLC | $704,855 | $662,173,160 | $35,633,443 | $697,806,603 |
| 34 | CYPRESS POINT WEALTH MANAGEMENT, LLC | $110,225 | $599,298,417 | $89,940,649 | $689,239,066 |
| 35 | SEQUENT ASSET MANAGEMENT, LLC | $1,569,115 | $344,446,718 | $287,906,692 | $632,353,410 |
| 36 | WPWEALTH LLP | $288,141 | $533,757,362 | $87,475,637 | $621,232,999 |
| 37 | STRATFORD CONSULTING, LLC | $763,533 | $619,224,897 | — | $619,224,897 |
| 38 | SLOAN INVESTMENT MANAGEMENT, L.L.C. | $1,849,212 | $606,167,594 | $2,223,071 | $608,390,665 |
| 39 | KINGS PATH PARTNERS LLC | $3,866,532 | $131,316,926 | $475,728,659 | $607,045,585 |
| 40 | WILLIS JOHNSON & ASSOCIATES, INC. | $560,498 | $590,548,009 | $14,790,005 | $605,338,014 |
| 41 | BRIAUD FINANCIAL ADVISORS | $313,678 | $582,770,489 | $11,021,437 | $593,791,926 |
| 42 | AUTUMN LANE ADVISORS, LLC | $2,347,249 | $293,305,000 | $272,382,000 | $565,687,000 |
| 43 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | $1,511,019 | $529,400,325 | $2,478,406 | $531,878,731 |
| 44 | T.O.S. ADVISORS, LLC | $2,773,864 | $524,260,203 | — | $524,260,203 |
| 45 | KMH WEALTH MANAGEMENT, LLC | $479,369 | $499,782,815 | $8,827,567 | $508,610,382 |
| 46 | OPTIMA ASSET MANAGEMENT INC | $2,186,892 | — | $478,929,419 | $478,929,419 |
| 47 | PIN OAK INVESTMENT ADVISORS INC | $691,282 | $472,836,729 | — | $472,836,729 |
| 48 | WEALTHSTAR ADVISORS, LLC | $227,958 | $452,725,108 | — | $452,725,108 |
| 49 | AVION WEALTH | $283,123 | $450,732,597 | — | $450,732,597 |
| 50 | QUADCAP WEALTH MANAGEMENT, LLC | $582,131 | $443,328,320 | $4,912,597 | $448,240,917 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
