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


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