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, L.P.$512,048,230$21,475,264,147$542,809,759$22,018,073,906
2RGT WEALTH ADVISORS$1,068,105$4,112,801,814$222,637,226$4,335,439,040
3LINSCOMB & WILLIAMS$741,902$3,844,536,498$3,844,536,498
4CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
5TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
6TCG ADVISORY SERVICES, LLC$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
8TRUE NORTH ADVISORS, LLC$513,091$1,581,734,664$19,623,015$1,601,357,679
9VENTURI PRIVATE WEALTH$662,506$1,576,180,000$44,310,000$1,620,490,000
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
12CORDA INVESTMENT MANAGEMENT, LLC$418,412$1,140,000,000$19,000,000$1,159,000,000
13LEE FINANCIAL COMPANY, LLC$686,992$1,119,065,779$5,540,030$1,124,605,809
14BEAIRD HARRIS$455,250$1,068,995,906$99,175,516$1,168,171,422
15TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$912,138$1,037,101,000$1,037,101,000
16WEALTHSTREET INVESTMENT ADVISORS, LLC$1,384,385$1,028,976,473$1,005,987$1,029,982,460
17AUSTIN ASSET$562,611$1,021,522,641$18,181,628$1,039,704,269
18THE FINANCIAL ADVISORY GROUP, INC.$484,096$957,057,157$957,057,157
19ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
20FINANCIAL SYNERGIES$495,006$894,971,212$894,971,212
21SATHER FINANCIAL GROUP, INC.$786,813$853,692,481$853,692,481
22SEGMENT WEALTH MANAGEMENT, LLC$1,028,992$768,657,179$768,657,179
23MONTICELLO WEALTH MANAGEMENT, LLC$1,647,838$709,305,146$14,095,733$723,400,879
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
26MERIDIAN WEALTH ADVISORS, LLC$704,855$662,173,160$35,633,443$697,806,603
27HOWARD FINANCIAL SERVICES, LTD.$464,523$644,850,086$56,579,580$701,429,666
28RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
29STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
30SLOAN INVESTMENT MANAGEMENT, L.L.C.$1,849,212$606,167,594$2,223,071$608,390,665
31CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
32WILLIS JOHNSON & ASSOCIATES, INC.$560,498$590,548,009$14,790,005$605,338,014
33BRIAUD FINANCIAL ADVISORS$313,678$582,770,489$11,021,437$593,791,926
34DIESSLIN GROUP, INC.$486,124$573,937,988$231,082,536$805,020,524
35WPWEALTH LLP$288,141$533,757,362$87,475,637$621,232,999
36FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,511,019$529,400,325$2,478,406$531,878,731
37T.O.S. ADVISORS, LLC$2,773,864$524,260,203$524,260,203
38KMH WEALTH MANAGEMENT, LLC$479,369$499,782,815$8,827,567$508,610,382
39PIN OAK INVESTMENT ADVISORS INC$691,282$472,836,729$472,836,729
40REQUISITE CAPITAL MANAGEMENT LLC$2,133,768$462,386,159$393,254,667$855,640,826
41WEALTHSTAR ADVISORS, LLC$227,958$452,725,108$452,725,108
42AVION WEALTH$283,123$450,732,597$450,732,597
43GOODMAN FINANCIAL CORPORATION$1,957,319$448,226,070$448,226,070
44QUADCAP WEALTH MANAGEMENT, LLC$582,131$443,328,320$4,912,597$448,240,917
45INSIGHT WEALTH PARTNERS$223,502$434,609,073$996,969$435,606,042
46CFM WEALTH PARTNERS LLC$718,016$429,016,854$356,436$429,373,290
47LAUTERBACH FINANCIAL ADVISORS, LLC$462,341$427,947,027$1,105,733$429,052,760
48AUSTIN PRIVATE WEALTH, LLC$217,800$422,425,422$11,650,156$434,075,578
49FCA CORP$812,165$396,647,276$39,485,170$436,132,446
50WATERWAY WEALTH MANAGEMENT, L.L.C.$349,841$373,630,242$373,630,242
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Showing 1 to 50 of 149 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.