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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Kirkwood Financial Services, LLC$478,025$110,901,830$110,901,830
2Archer Investment Management, LLC$218,991$125,481,719$125,481,719
3T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
4Apeiron Ria LLC$213,490$364,000,000$364,000,000
5Fearless Solutions LLC$162,451$162,612,980$162,612,980
6Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
7Strategic Advisory Services, L.L.C.$365,457$130,833,730$130,833,730
8Haven Wealth Group LLC$397,708$215,160,111$215,160,111
9Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
10The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
11LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
12Centered Wealth, LLC$605,419$115,635,029$115,635,029
13Bonner & Smith, LLC$851,370$202,626,111$202,626,111
14McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
15Schubert & Company, Inc.$547,997$245,502,447$245,502,447
16The Watchman Group, Inc.$548,161$400,705,711$400,705,711
17Sofos Investments, Inc.$193,785$149,408,613$149,408,613
18Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
19Monticello Wealth Management, LLC$2,505,598$1,320,449,977$1,320,449,977
20Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
21Roth Financial Partners LLC$505,876$316,172,571$316,172,571
22Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
23Fulcrum Equity Management, LLC$174,741$337,599,149$337,599,149
24D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
25Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
26Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
27Patron Partners, LLC$414,324$207,576,132$207,576,132
28J.K. Financial, Inc.$432,723$165,300,000$165,300,000
29Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
30Investment Advisory Services, Inc$450,275$364,722,816$364,722,816
31Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
32Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
33Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
34Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
35Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
36Christian Investment Advisors, Inc.$102,162$114,727,735$114,727,735
37Brazos Capital, LLC$414,096$113,462,403$113,462,403
38Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
39Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
40Avion Wealth, LLC$319,724$500,687,553$500,687,553
41STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
42Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
43The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
44Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
45Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
46Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
47Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
48Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
49Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
50Financial Innovations LLC$258,129$144,552,134$144,552,134
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Showing 1 to 50 of 171 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 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.