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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Jasper Ridge Partners$512,048,230$21,475,264,147$542,809,759$22,018,073,906
2Tolleson Private Wealth Management$1,971,723$6,511,118,553$119,786,344$6,630,904,897
3Rgt Wealth Advisors$1,068,105$4,112,801,814$222,637,226$4,335,439,040
4Tcg Advisors, Lp$2,030,952$2,732,573,396$870,334,771$3,602,908,167
5Ch Investment Partners, Llc$3,111,608$2,751,450,579$823,786,993$3,575,237,572
6Frontier Investment Management Co$716,556$3,286,843,011$3,286,843,011
7Paul Comstock Partners$19,600,037$7,525,251$2,462,079,377$2,469,604,628
9True North Advisors, Llc$513,091$1,581,734,664$19,623,015$1,601,357,679
10Chilton Capital Management Llc$967,375$1,593,951,090$1,250,340$1,595,201,430
11Sfmg Wealth Advisors$496,349$1,459,390,667$87,234,353$1,546,625,020
12Paratus Financial, Inc.$715,332$119,950,972$1,405,137,386$1,525,088,358
13Durbin Bennett Private Wealth Management, Llc$863,151$1,160,444,136$49,692,962$1,210,137,098
14Lee Financial Company, Llc$686,992$1,119,065,779$5,540,030$1,124,605,809
15Austin Asset$562,611$1,021,522,641$18,181,628$1,039,704,269
16Tanglewood Total Wealth Management, Inc.$912,138$1,037,101,000$1,037,101,000
17Wealthstreet Investment Advisors, Llc$1,384,385$1,028,976,473$1,005,987$1,029,982,460
18The Financial Advisory Group, Inc.$484,096$957,057,157$957,057,157
19Adell Harriman & Carpenter$542,804$921,138,152$921,138,152
20Requisite Capital Management Llc$2,133,768$462,386,159$393,254,667$855,640,826
21Sather Financial Group, Inc.$786,813$853,692,481$853,692,481
22Diesslin Group, Inc.$486,124$573,937,988$231,082,536$805,020,524
23Segment Wealth Management, Llc$1,028,992$768,657,179$768,657,179
24Mcgowan Group Asset Management, Inc.$351,161$696,740,196$35,782,201$732,522,397
25Fmp Wealth Advisers$327,183$670,870,000$55,803,000$726,673,000
26Monticello Wealth Management, Llc$1,647,838$709,305,146$14,095,733$723,400,879
27Galapagos Partners, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
28Howard Financial Services, Ltd.$464,523$644,850,086$56,579,580$701,429,666
29Meridian Wealth Advisors, Llc$704,855$662,173,160$35,633,443$697,806,603
30Cypress Point Wealth Management, Llc$110,225$599,298,417$89,940,649$689,239,066
31Sequent Asset Management, Llc$1,569,115$344,446,718$287,906,692$632,353,410
32Stratford Consulting, Llc$763,533$619,224,897$619,224,897
33Sloan Investment Management, L.L.C.$1,849,212$606,167,594$2,223,071$608,390,665
34Kings Path Partners Llc$3,866,532$131,316,926$475,728,659$607,045,585
35Briaud Financial Advisors$313,678$582,770,489$11,021,437$593,791,926
36Autumn Lane Advisors, Llc$2,347,249$293,305,000$272,382,000$565,687,000
37Franklin, Parlapiano, Turner & Welch Llc$1,511,019$529,400,325$2,478,406$531,878,731
38T.O.S. Advisors, Llc$2,773,864$524,260,203$524,260,203
39Kmh Wealth Management, Llc$479,369$499,782,815$8,827,567$508,610,382
40Optima Asset Management Inc$2,186,892$478,929,419$478,929,419
41Pin Oak Investment Advisors Inc$691,282$472,836,729$472,836,729
42Wealthstar Advisors, Llc$227,958$452,725,108$452,725,108
43Avion Wealth$283,123$450,732,597$450,732,597
44Quadcap Wealth Management, Llc$582,131$443,328,320$4,912,597$448,240,917
45Goodman Financial Corporation$1,957,319$448,226,070$448,226,070
46Fca Corp$812,165$396,647,276$39,485,170$436,132,446
47Austin Private Wealth, Llc$217,800$422,425,422$11,650,156$434,075,578
48Cfm Wealth Partners Llc$718,016$429,016,854$356,436$429,373,290
49Lauterbach Financial Advisors, Llc$462,341$427,947,027$1,105,733$429,052,760
50Harrell Investment Partners, Llc$607,434$371,292,985$5,923,622$377,216,607
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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.