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
1Daniels & Erickson Financial Advisors, Llc$742,143$106,126,443$106,126,443
2Rhame & Gorrell Wealth Management$385,939$341,169,947$341,169,947
3Pin Oak Investment Advisors Inc$691,282$472,836,729$472,836,729
4Moss, Luse & Womble, Llc$84,884$131,400,000$131,400,000
5Wealthstar Advisors, Llc$227,958$452,725,108$452,725,108
6Best Invest$167,340$130,525,531$130,525,531
7Avion Wealth$283,123$450,732,597$450,732,597
8Goodman Financial Corporation$1,957,319$448,226,070$448,226,070
9Equistar Wealth Management Llc$603,492$158,115,003$158,115,003
10Teamwork Financial Advisors, Llc$140,638$196,330,583$196,330,583
11Wisdom Index Advisors$240,051$128,427,283$128,427,283
13Bonner & Smith, Llc$672,851$156,101,442$156,101,442
14Barnett Financial, Inc.$424,557$193,173,269$193,173,269
15Mcelhenny Sheffield Capital Management, Llc$236,991$241,019,458$241,019,458
16J.K. Financial, Inc.$343,089$126,600,000$126,600,000
17Frontier Investment Management Co$716,556$3,286,843,011$3,286,843,011
18Forthright Family Wealth Advisory Llc$578,547$149,265,105$149,265,105
19Stratford Consulting, Llc$763,533$619,224,897$619,224,897
20Grunden Financial Advisory, Inc.$194,604$182,538,120$182,538,120
21Tanglewood Total Wealth Management, Inc.$912,138$1,037,101,000$1,037,101,000
22One Advocate Group$430,166$230,138,581$230,138,581
23The Menard Financial Group, Llc$1,012,431$229,821,830$229,821,830
24Clare Market Investments, Llc$470,492$229,600,000$229,600,000
25The Personal Wealth Coach$198,759$148,075,470$148,075,470
26Atlas Wealth Advisors Llc$173,451$294,000,000$294,000,000
27Paragon Financial Advisors$260,452$292,748,123$292,748,123
28The Financial Advisory Group, Inc.$484,096$957,057,157$957,057,157
29Adell Harriman & Carpenter$542,804$921,138,152$921,138,152
30Wealth Covenant Group Llc$596,610$176,000,000$176,000,000
31Haven Wealth Group$347,023$174,552,792$174,552,792
32Whiterock Wealth Management Co.$497,909$174,268,096$174,268,096
33Sather Financial Group, Inc.$786,813$853,692,481$853,692,481
34Miller Equity Capital Advisors$3,231,911$113,116,878$113,116,878
35T.O.S. Advisors, Llc$2,773,864$524,260,203$524,260,203
36Steward Wealth Management$470,256$362,567,663$362,567,663
37Lifeway Financial Corporation$571,486$214,307,229$214,307,229
38Clintsman Financial Planning$299,237$361,477,806$361,477,806
39Wealth Management Group, Llc$207,973$169,914,158$169,914,158
40J.E. Simmons & Co., P.C.$390,035$138,462,341$138,462,341
41D.R. Saur Financial, Inc.$324,045$110,175,327$110,175,327
42The Watchman Group, Inc.$511,310$354,849,353$354,849,353
43Ld Lowe Wealth Advisory$176,336$137,366,071$137,366,071
44Wj Interests, Llc$462,683$348,400,000$348,400,000
45Miller Global Investments, L.L.C.$892,672$136,578,873$136,578,873
46Heritage Retirement Advisors, Llc$449,977$136,343,014$136,343,014
47Segment Wealth Management, Llc$1,028,992$768,657,179$768,657,179
48Relevance Capital Management$1,109,301$262,904,393$262,904,393
49Heritage Wealth Management$372,643$165,080,862$165,080,862
50Strategic Advisory Services, L.L.C.$344,797$123,982,248$144,752$124,127,000
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Showing 1 to 50 of 122 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.