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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Jasper Ridge Partners, L.P.$584,691,178$27,093,509,709$386,975,675$27,480,485,384
2RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
3Linscomb & Williams Inc$614,427$4,218,658,522$4,218,658,522
4TCG Advisory Services, LLC$2,084,215$2,808,572,833$1,793,373,554$4,601,946,387
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
7True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
8Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
9Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
10Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
11Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
12Monticello Wealth Management, LLC$2,505,598$1,320,449,977$1,320,449,977
13Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
14Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
15Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
16Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
17Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
18Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
19Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
20The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
21Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
22Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
23Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
24Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
25Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
26Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
27Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
28Willis Johnson & Associates, Inc.$582,211$703,153,628$18,787,751$721,941,379
29MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
30Sloan Investment Management, L.L.C.$2,074,141$661,002,115$2,723,071$663,725,186
31Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
32RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
33STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
34Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
35Austin Private Wealth, LLC$220,732$576,380,509$2,599,974$578,980,483
36Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
37Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
38Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
39KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
40Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
41Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
42Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
43Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
44Avion Wealth, LLC$319,724$500,687,553$500,687,553
45Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
46Goodman Financial Corporation$741,916$488,180,731$488,180,731
47Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
48CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
49Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
50Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
Next Page »

Showing 1 to 50 of 171 entries

Page 1 | 2 | 3 | 4

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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.