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
1Jasper Ridge Partners$500,041,890$19,288,071,368$713,604,226$20,001,675,594
2Tolleson Private Wealth Management$1,729,339$5,439,770,306$123,513,227$5,563,283,533
3RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
4South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
5Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
6TCG Advisors, LP$1,625,702$2,133,105,051$684,236,218$2,817,341,269
7Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
8SFMG Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
9True North Advisors$387,094$1,055,305,255$26,236,141$1,081,541,396
10Corda Investment Management, LLC$397,037$1,034,000,000$38,000,000$1,072,000,000
11Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
12Lee Financial Company$617,325$1,001,575,272$14,542,221$1,016,117,493
13Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
14Venturi Wealth Management, LLC$568,813$992,833,000$16,242,000$1,009,075,000
15Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
16Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
17The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
18Austin Asset$505,195$834,645,549$11,051,117$845,696,666
19Wealthstreet Investment Advisors, LLC$1,186,750$814,562,319$1,921,478$816,483,797
20Financial Synergies$458,337$768,630,676$768,630,676
21Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
22Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
23Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
24McGowan Group Asset Management$307,307$587,088,298$27,832,231$614,920,529
25FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
26Sloan Investment Management$852,318$549,596,800$2,705,366$552,302,166
27Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
28Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
29Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
30Richard P. Slaughter Associates, Inc.$412,509$478,222,367$29,163,971$507,386,338
31Whitley Penn Financial, LLP$238,493$460,799,322$51,959,820$512,759,142
32Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
33T.O.S. Advisors$8,060,794$451,404,463$451,404,463
34KMH Wealth Management, LLC$433,247$405,477,348$14,772,316$420,249,664
35Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
36South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
37Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
38FCA Corp$762,556$382,046,084$52,611,088$434,657,172
39Efficient Wealth Management, LLC$1,774,940$374,512,442$374,512,442
40Wealthstar Advisors, LLC$176,731$355,758,816$355,758,816
41Lauterbach Financial Advisors, LLC$368,037$341,158,281$1,116,142$342,274,423
42Insight Wealth Partners$182,399$330,871,329$911,790$331,783,119
43Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
44QuadCap Wealth Management$414,890$328,892,753$4,263,780$333,156,533
45Meridian Wealth Advisors, LLC$451,565$326,850,000$22,210,000$349,060,000
46Sequent Asset Management, LLC$1,131,785$317,707,566$252,712,233$570,419,799
47HFG Wealth Management$284,800$312,125,879$2,577,829$314,703,708
48Steward Wealth Management$443,796$311,544,507$311,544,507
49Clintsman Financial Planning$276,496$302,763,478$302,763,478
50WJ Interests, LLC$399,733$299,000,000$299,000,000
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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.

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