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
51REQUISITE CAPITAL MANAGEMENT LLC$2,199,514$489,190,675$559,977,584$1,049,168,259
52FCA CORP$885,621$467,872,061$53,758,978$521,631,039
53MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543$462,873,543
54THE GOFF FINANCIAL GROUP$824,419$457,552,800$457,552,800
55ACKERMAN CAPITAL MANAGEMENT$939,608$457,468,346$51,799,183$509,267,529
56WJ INTERESTS, LLC$592,841$455,302,000$455,302,000
57AUTUMN LANE ADVISORS, LLC$2,224,577$431,158,000$336,321,000$767,479,000
58INVESTMENT ADVISORY SERVICES, INC$490,158$427,908,045$427,908,045
59CARTER ASSET MANAGEMENT$798,938$420,241,421$420,241,421
60CLARE MARKET INVESTMENTS, LLC$624,856$412,405,000$412,405,000
61FORTITER WEALTH MANAGEMENT, LLC$2,374,160$389,362,280$389,362,280
62CLEAR ROCK ADVISORS, LLC$775,916$388,734,152$388,734,152
63SEQUENT ASSET MANAGEMENT, LLC$1,759,124$377,413,283$433,542,857$810,956,140
64FULCRUM EQUITY MANAGEMENT, LLC$186,415$374,686,086$567,601$375,253,687
65FRUTH INVESTMENT MANAGEMENT$894,587$373,450,325$2,276,310$375,726,635
66NEW CAPITAL MANAGEMENT, LP$3,868,687$369,000,000$14,000,000$383,000,000
67ALLRED CAPITAL MANAGEMENT, LLC$441,490$367,458,220$35,180,922$402,639,142
68AMICUS FINANCIAL ADVISORS, LLC$292,776$364,506,125$364,506,125
69LBJ FAMILY WEALTH ADVISORS, LTD.$4,013,143$361,182,830$361,182,830
70ROTH FINANCIAL PARTNERS LLC$538,166$359,494,846$359,494,846
71TANGLEWOOD LEGACY ADVISORS, LLC$839,682$347,232,543$17,189,471$364,422,014
72FREEDOM DAY SOLUTIONS, LLC$334,687$345,076,732$21,405,688$366,482,420
73VIRTUS FAMILY OFFICE$1,745,481$335,132,366$335,132,366
74GALAPAGOS WEALTH MANAGEMENT, LLC$28,945,572$333,945,185$534,421,984$868,367,169
75TRINITY LEGACY PARTNERS, LLC$553,329$325,609,741$37,374,141$362,983,882
76RELEVANCE CAPITAL MANAGEMENT$1,332,441$325,115,698$325,115,698
77SCHUBERT & COMPANY, INC.$678,142$322,795,724$322,795,724
78HORIZON WEALTH ADVISORS$539,150$319,913,586$45,629,911$365,543,497
79CULTIVAR CAPITAL, INC.$400,895$319,112,724$319,112,724
80VAQUERO PRIVATE WEALTH, LTD.$853,045$314,119,385$28,804,661$342,924,046
81BEACON FINANCIAL ADVISORS LTD$553,682$313,152,905$6,875,274$320,028,179
82T.O.S. ADVISORS, LLC$1,469,866$306,947,116$203,096,455$510,043,571
83DBA STONE WEALTH MANAGEMENT$423,792$306,873,271$4,614,118$311,487,389
84FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951$300,006,951
85SAXON FINANCIAL GROUP$324,536$299,705,318$149,128,428$448,833,746
86MOSS, LUSE & WOMBLE, LLC$202,508$298,700,000$298,700,000
87PARATUS FINANCIAL, INC.$1,168,327$294,430,035$199,772,313$494,202,348
88ASPEN WEALTH MANAGEMENT$429,725$284,369,696$7,843,247$292,212,943
89TL PRIVATE WEALTH$490,692$282,638,789$282,638,789
90FINANCIAL LIFE ADVISORS$500,078$281,565,731$78,990,591$360,556,322
91CONCORDE INVESTMENT MANAGEMENT$2,902,478$278,458,951$87,253,294$365,712,245
92CAMDEN WEALTH ADVISORS LLC$576,093$276,307,715$4,249,393$280,557,108
93WEALTH COVENANT GROUP LLC$888,424$276,300,000$276,300,000
94LIFEWAY FINANCIAL CORPORATION$678,544$271,417,780$271,417,780
95SILICON HILLS WEALTH MANAGEMENT$461,838$271,037,498$2,370,510$273,408,008
96EARLY MCCLINTIC & MCMILLAN, LLP$852,798$264,314,721$184,257,174$448,571,895
97HERITAGE FINANCIAL PLANNING$520,828$262,497,085$262,497,085
98ENZI WEALTH$379,409$262,457,661$5,784,619$268,242,280
99HAVEN WEALTH GROUP$403,820$260,867,459$260,867,459
100MILLS WEALTH ADVISORS, LLC$223,355$260,787,437$32,031,411$292,818,848
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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 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.