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 |
|---|---|---|---|---|---|
| 1 | Frontier Investment Management Co | $669,997 | $2,527,228,295 | — | $2,527,228,295 |
| 2 | Century Management Financial Advisors | $1,132,321 | $1,033,808,909 | — | $1,033,808,909 |
| 3 | Tanglewood Total Wealth Management, Inc. | $804,529 | $879,350,000 | — | $879,350,000 |
| 4 | The Financial Advisory Group, Inc. | $500,786 | $874,373,133 | — | $874,373,133 |
| 5 | Financial Synergies | $458,337 | $768,630,676 | — | $768,630,676 |
| 6 | Adell Harriman & Carpenter | $616,403 | $745,231,798 | — | $745,231,798 |
| 7 | Sather Financial Group, Inc. | $630,244 | $645,369,519 | — | $645,369,519 |
| 8 | T.O.S. Advisors | $8,060,794 | $451,404,463 | — | $451,404,463 |
| 9 | Pin Oak Investment Advisors Inc | $602,130 | $400,416,707 | — | $400,416,707 |
| 10 | South Texas Money Management, Ltd. | $1,364,561 | $391,629,025 | — | $391,629,025 |
| 11 | Goodman Financial Corporation | $1,623,082 | $386,293,616 | — | $386,293,616 |
| 12 | Efficient Wealth Management, LLC | $1,774,940 | $374,512,442 | — | $374,512,442 |
| 13 | Wealthstar Advisors, LLC | $176,731 | $355,758,816 | — | $355,758,816 |
| 14 | Rhame & Gorrell Wealth Management | $382,905 | $329,681,499 | — | $329,681,499 |
| 15 | Steward Wealth Management | $443,796 | $311,544,507 | — | $311,544,507 |
| 16 | Clintsman Financial Planning | $276,496 | $302,763,478 | — | $302,763,478 |
| 17 | WJ Interests, LLC | $399,733 | $299,000,000 | — | $299,000,000 |
| 18 | Waterway Wealth Management | $282,935 | $295,950,356 | — | $295,950,356 |
| 19 | Carter Asset Management | $530,498 | $268,431,902 | — | $268,431,902 |
| 20 | McElhenny Sheffield Capital Management, LLC | $265,819 | $261,300,000 | — | $261,300,000 |
| 21 | Relevance Capital Management | $966,461 | $230,017,694 | — | $230,017,694 |
| 22 | The Watchman Group, Inc. | $429,697 | $227,309,547 | — | $227,309,547 |
| 23 | Silicon Hills Wealth Management | $321,695 | $220,683,050 | — | $220,683,050 |
| 24 | Grunden Financial Advisory, Inc. | $232,735 | $199,221,316 | — | $199,221,316 |
| 25 | One Advocate Group | $406,048 | $188,000,000 | — | $188,000,000 |
| 26 | Clear Rock Advisors, LLC | $1,185,959 | $187,381,570 | — | $187,381,570 |
| 27 | Lifeway Financial Corporation | $511,690 | $182,161,533 | — | $182,161,533 |
| 28 | Barnett Financial, Inc. | $341,787 | $169,184,728 | — | $169,184,728 |
| 29 | Simplyrich | $862,041 | $164,649,901 | — | $164,649,901 |
| 30 | Parker Financial Advisors | $549,296 | $161,493,020 | — | $161,493,020 |
| 31 | Heritage Financial Planning | $391,832 | $157,516,524 | — | $157,516,524 |
| 32 | Bonner & Smith | $184,307 | $156,108,087 | — | $156,108,087 |
| 33 | Wealth Covenant Group LLC | $495,663 | $154,646,928 | — | $154,646,928 |
| 34 | WhiteRock Wealth Management | $1,192,462 | $151,442,676 | — | $151,442,676 |
| 35 | Haven Wealth Group | $296,304 | $141,337,039 | — | $141,337,039 |
| 36 | Wealth Management Group, LLC | $170,182 | $141,080,538 | — | $141,080,538 |
| 37 | Equistar Wealth Management LLC | $559,531 | $137,085,190 | — | $137,085,190 |
| 38 | Heritage Wealth Management | $336,396 | $133,885,505 | — | $133,885,505 |
| 39 | LD Lowe Wealth Advisory | $193,138 | $130,561,369 | — | $130,561,369 |
| 40 | Heritage Retirement Advisors, LLC | $118,195 | $121,859,323 | — | $121,859,323 |
| 41 | Parkstone Wealth Management, LLC | $1,617,896 | $121,342,197 | — | $121,342,197 |
| 42 | The Personal Wealth Coach | $161,347 | $117,944,368 | — | $117,944,368 |
| 43 | The Archer Consulting Group, LLC | $466,387 | $111,000,000 | — | $111,000,000 |
| 44 | Eubank, Hutson & Associates, LLC | $206,627 | $109,512,142 | — | $109,512,142 |
| 45 | Mercantile Investment Advisors | $1,475,197 | $107,689,413 | — | $107,689,413 |
| 46 | Cultivar Capital, Inc. | $305,576 | $208,183,479 | $219,098 | $208,402,577 |
| 47 | Trinity Legacy Partners, LLC | $334,921 | $169,346,880 | $458,291 | $169,805,171 |
| 48 | Howard Financial Services, Ltd.. | $394,079 | $624,072,503 | $542,685 | $624,615,188 |
| 49 | Strategic Advisory Services, L.L.C. | $320,638 | $109,598,237 | $701,326 | $110,299,563 |
| 50 | Insight Wealth Partners | $182,399 | $330,871,329 | $911,790 | $331,783,119 |
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.
