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.

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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
4Frontier Investment Management Co$716,556$3,286,843,011$3,286,843,011
5Ch Investment Partners, Llc$3,111,608$2,751,450,579$823,786,993$3,575,237,572
6Tcg Advisors, Lp$2,030,952$2,732,573,396$870,334,771$3,602,908,167
7Covenant$1,028,460$1,760,738,251$53,465,890$1,814,204,141
8Chilton Capital Management Llc$967,375$1,593,951,090$1,250,340$1,595,201,430
9True North Advisors, Llc$513,091$1,581,734,664$19,623,015$1,601,357,679
10Sfmg Wealth Advisors$496,349$1,459,390,667$87,234,353$1,546,625,020
11Durbin Bennett Private Wealth Management, Llc$863,151$1,160,444,136$49,692,962$1,210,137,098
12Lee Financial Company, Llc$686,992$1,119,065,779$5,540,030$1,124,605,809
13Tanglewood Total Wealth Management, Inc.$912,138$1,037,101,000$1,037,101,000
14Wealthstreet Investment Advisors, Llc$1,384,385$1,028,976,473$1,005,987$1,029,982,460
15Austin Asset$562,611$1,021,522,641$18,181,628$1,039,704,269
16The Financial Advisory Group, Inc.$484,096$957,057,157$957,057,157
17Adell Harriman & Carpenter$542,804$921,138,152$921,138,152
18Sather Financial Group, Inc.$786,813$853,692,481$853,692,481
19Segment Wealth Management, Llc$1,028,992$768,657,179$768,657,179
20Monticello Wealth Management, Llc$1,647,838$709,305,146$14,095,733$723,400,879
21Mcgowan Group Asset Management, Inc.$351,161$696,740,196$35,782,201$732,522,397
22Fmp Wealth Advisers$327,183$670,870,000$55,803,000$726,673,000
23Meridian Wealth Advisors, Llc$704,855$662,173,160$35,633,443$697,806,603
24Howard Financial Services, Ltd.$464,523$644,850,086$56,579,580$701,429,666
25Stratford Consulting, Llc$763,533$619,224,897$619,224,897
26Sloan Investment Management, L.L.C.$1,849,212$606,167,594$2,223,071$608,390,665
27Cypress Point Wealth Management, Llc$110,225$599,298,417$89,940,649$689,239,066
28Briaud Financial Advisors$313,678$582,770,489$11,021,437$593,791,926
29Diesslin Group, Inc.$486,124$573,937,988$231,082,536$805,020,524
30Franklin, Parlapiano, Turner & Welch Llc$1,511,019$529,400,325$2,478,406$531,878,731
31T.O.S. Advisors, Llc$2,773,864$524,260,203$524,260,203
32Kmh Wealth Management, Llc$479,369$499,782,815$8,827,567$508,610,382
33Pin Oak Investment Advisors Inc$691,282$472,836,729$472,836,729
34Requisite Capital Management Llc$2,133,768$462,386,159$393,254,667$855,640,826
35Wealthstar Advisors, Llc$227,958$452,725,108$452,725,108
36Avion Wealth$283,123$450,732,597$450,732,597
37Goodman Financial Corporation$1,957,319$448,226,070$448,226,070
38Quadcap Wealth Management, Llc$582,131$443,328,320$4,912,597$448,240,917
39Cfm Wealth Partners Llc$718,016$429,016,854$356,436$429,373,290
40Lauterbach Financial Advisors, Llc$462,341$427,947,027$1,105,733$429,052,760
41Austin Private Wealth, Llc$217,800$422,425,422$11,650,156$434,075,578
42Fca Corp$812,165$396,647,276$39,485,170$436,132,446
43Harrell Investment Partners, Llc$607,434$371,292,985$5,923,622$377,216,607
44Hfg Wealth Management, Llc$314,275$367,926,272$2,918,030$370,844,302
45Steward Wealth Management$470,256$362,567,663$362,567,663
46Clintsman Financial Planning$299,237$361,477,806$361,477,806
47The Watchman Group, Inc.$511,310$354,849,353$354,849,353
48Wj Interests, Llc$462,683$348,400,000$348,400,000
49Sequent Asset Management, Llc$1,569,115$344,446,718$287,906,692$632,353,410
50Rhame & Gorrell Wealth Management$385,939$341,169,947$341,169,947
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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.