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 | Daniels & Erickson Financial Advisors, Llc | $742,143 | $106,126,443 | — | $106,126,443 |
| 2 | Rhame & Gorrell Wealth Management | $385,939 | $341,169,947 | — | $341,169,947 |
| 3 | Pin Oak Investment Advisors Inc | $691,282 | $472,836,729 | — | $472,836,729 |
| 4 | Moss, Luse & Womble, Llc | $84,884 | $131,400,000 | — | $131,400,000 |
| 5 | Wealthstar Advisors, Llc | $227,958 | $452,725,108 | — | $452,725,108 |
| 6 | Best Invest | $167,340 | $130,525,531 | — | $130,525,531 |
| 7 | Avion Wealth | $283,123 | $450,732,597 | — | $450,732,597 |
| 8 | Goodman Financial Corporation | $1,957,319 | $448,226,070 | — | $448,226,070 |
| 9 | Equistar Wealth Management Llc | $603,492 | $158,115,003 | — | $158,115,003 |
| 10 | Teamwork Financial Advisors, Llc | $140,638 | $196,330,583 | — | $196,330,583 |
| 11 | Wisdom Index Advisors | $240,051 | $128,427,283 | — | $128,427,283 |
| 12 | Fulcrumeq | $134,878 | $243,589,380 | — | $243,589,380 |
| 13 | Bonner & Smith, Llc | $672,851 | $156,101,442 | — | $156,101,442 |
| 14 | Barnett Financial, Inc. | $424,557 | $193,173,269 | — | $193,173,269 |
| 15 | Mcelhenny Sheffield Capital Management, Llc | $236,991 | $241,019,458 | — | $241,019,458 |
| 16 | J.K. Financial, Inc. | $343,089 | $126,600,000 | — | $126,600,000 |
| 17 | Frontier Investment Management Co | $716,556 | $3,286,843,011 | — | $3,286,843,011 |
| 18 | Forthright Family Wealth Advisory Llc | $578,547 | $149,265,105 | — | $149,265,105 |
| 19 | Stratford Consulting, Llc | $763,533 | $619,224,897 | — | $619,224,897 |
| 20 | Grunden Financial Advisory, Inc. | $194,604 | $182,538,120 | — | $182,538,120 |
| 21 | Tanglewood Total Wealth Management, Inc. | $912,138 | $1,037,101,000 | — | $1,037,101,000 |
| 22 | One Advocate Group | $430,166 | $230,138,581 | — | $230,138,581 |
| 23 | The Menard Financial Group, Llc | $1,012,431 | $229,821,830 | — | $229,821,830 |
| 24 | Clare Market Investments, Llc | $470,492 | $229,600,000 | — | $229,600,000 |
| 25 | The Personal Wealth Coach | $198,759 | $148,075,470 | — | $148,075,470 |
| 26 | Atlas Wealth Advisors Llc | $173,451 | $294,000,000 | — | $294,000,000 |
| 27 | Paragon Financial Advisors | $260,452 | $292,748,123 | — | $292,748,123 |
| 28 | The Financial Advisory Group, Inc. | $484,096 | $957,057,157 | — | $957,057,157 |
| 29 | Adell Harriman & Carpenter | $542,804 | $921,138,152 | — | $921,138,152 |
| 30 | Wealth Covenant Group Llc | $596,610 | $176,000,000 | — | $176,000,000 |
| 31 | Haven Wealth Group | $347,023 | $174,552,792 | — | $174,552,792 |
| 32 | Whiterock Wealth Management Co. | $497,909 | $174,268,096 | — | $174,268,096 |
| 33 | Sather Financial Group, Inc. | $786,813 | $853,692,481 | — | $853,692,481 |
| 34 | Miller Equity Capital Advisors | $3,231,911 | $113,116,878 | — | $113,116,878 |
| 35 | T.O.S. Advisors, Llc | $2,773,864 | $524,260,203 | — | $524,260,203 |
| 36 | Steward Wealth Management | $470,256 | $362,567,663 | — | $362,567,663 |
| 37 | Lifeway Financial Corporation | $571,486 | $214,307,229 | — | $214,307,229 |
| 38 | Clintsman Financial Planning | $299,237 | $361,477,806 | — | $361,477,806 |
| 39 | Wealth Management Group, Llc | $207,973 | $169,914,158 | — | $169,914,158 |
| 40 | J.E. Simmons & Co., P.C. | $390,035 | $138,462,341 | — | $138,462,341 |
| 41 | D.R. Saur Financial, Inc. | $324,045 | $110,175,327 | — | $110,175,327 |
| 42 | The Watchman Group, Inc. | $511,310 | $354,849,353 | — | $354,849,353 |
| 43 | Ld Lowe Wealth Advisory | $176,336 | $137,366,071 | — | $137,366,071 |
| 44 | Wj Interests, Llc | $462,683 | $348,400,000 | — | $348,400,000 |
| 45 | Miller Global Investments, L.L.C. | $892,672 | $136,578,873 | — | $136,578,873 |
| 46 | Heritage Retirement Advisors, Llc | $449,977 | $136,343,014 | — | $136,343,014 |
| 47 | Segment Wealth Management, Llc | $1,028,992 | $768,657,179 | — | $768,657,179 |
| 48 | Relevance Capital Management | $1,109,301 | $262,904,393 | — | $262,904,393 |
| 49 | Heritage Wealth Management | $372,643 | $165,080,862 | — | $165,080,862 |
| 50 | Strategic Advisory Services, L.L.C. | $344,797 | $123,982,248 | $144,752 | $124,127,000 |
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.
