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.

Filters

Filters

# of employees

MinMax
Apply

High-net-worth client assets

    View More

      Total AUM

      MinMax
      Apply

      Total accounts

      MinMax
      Apply

      Discretionary AUM

      MinMax
      Apply

      Avg. discretionary account AUM

      MinMax
      Apply

      Non-discretionary AUM

      MinMax
      Apply

      Non-discretionary accounts

      MinMax
      Apply

      Average non-discretionary account AUM

      MinMax
      Apply

      Avg. account AUM

      MinMax
      Apply
      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      1CARTER ASSET MANAGEMENT$798,938$420,241,421—$420,241,421
      2MCDONALD CAPITAL MANAGEMENT$676,481$233,385,998—$233,385,998
      3BONNER & SMITH, LLC$247,137$229,343,130—$229,343,130
      4WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      5MOSS, LUSE & WOMBLE, LLC$202,508$298,700,000—$298,700,000
      6CLEAR SKY FINANCIAL, LP$387,405$116,221,613—$116,221,613
      7CLARE MARKET INVESTMENTS, LLC$624,856$412,405,000—$412,405,000
      8WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      9HERITAGE RETIREMENT ADVISORS, LLC$593,236$191,615,164—$191,615,164
      10FORTHRIGHT FAMILY WEALTH ADVISORY LLC$1,345,688$223,384,150—$223,384,150
      11THE WATCHMAN GROUP, INC.$2,081,726$505,859,384—$505,859,384
      12SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241—$1,430,955,241
      13RHAME & GORRELL WEALTH MANAGEMENT$425,491$537,821,041—$537,821,041
      14FINANCIAL GRAVITY ASSET MANAGEMENT, INC.$167,691$192,676,571—$192,676,571
      15REDBUD ADVISORS$601,233$117,240,530—$117,240,530
      16STOREHOUSE FINANCIAL LLC$165,390$119,576,759—$119,576,759
      17THE SUM$535,583$128,004,388—$128,004,388
      18THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305—$253,778,305
      19VANNOY ADVISORY GROUP, INC.$471,231$126,289,783—$126,289,783
      20GOODMAN FINANCIAL CORPORATION$865,767$593,050,231—$593,050,231
      21RELEVANCE CAPITAL MANAGEMENT$1,332,441$325,115,698—$325,115,698
      22STRATEGIC ADVISORY SERVICES, L.L.C.$404,380$152,855,585—$152,855,585
      23AVION WEALTH$319,734$611,011,081—$611,011,081
      24PARROTT WEALTH MANAGEMENT, LLC$469,752$161,125,000—$161,125,000
      25AUSTIN ASSET$679,267$1,366,006,925—$1,366,006,925
      26LD LOWE WEALTH ADVISORY$484,437$120,140,383—$120,140,383
      27WEALTHSTAR ADVISORS, LLC$289,128$717,616,108—$717,616,108
      28FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951—$300,006,951
      29TL PRIVATE WEALTH$490,692$282,638,789—$282,638,789
      30SCHUBERT & COMPANY, INC.$678,142$322,795,724—$322,795,724
      31PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553—$170,661,553
      32HFG WEALTH MANAGEMENT, LLC$412,712$525,794,823—$525,794,823
      33WATERWAY WEALTH MANAGEMENT, L.L.C.$440,587$498,744,808—$498,744,808
      34HAVEN WEALTH GROUP$403,820$260,867,459—$260,867,459
      35ADELL HARRIMAN & CARPENTER$653,316$1,259,593,077—$1,259,593,077
      36DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$944,636$118,079,541—$118,079,541
      37MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494—$138,367,494
      38MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543—$462,873,543
      39WEALTH COVENANT GROUP LLC$888,424$276,300,000—$276,300,000
      40HERITAGE FINANCIAL PLANNING$520,828$262,497,085—$262,497,085
      41FINANCIAL SYNERGIES$1,610,188$1,112,640,025—$1,112,640,025
      42FORTITER WEALTH MANAGEMENT, LLC$2,374,160$389,362,280—$389,362,280
      43PERSONAL MONEY PLANNING, LLC$218,655$120,916,461—$120,916,461
      44SIZEMORE CAPITAL MANAGEMENT, LLC$123,570$109,483,441—$109,483,441
      45ARKOS GLOBAL ADVISORS, LLC$628,048$686,456,423—$686,456,423
      46STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933—$163,436,933
      47J.E. SIMMONS & CO., P.C.$429,592$153,794,049—$153,794,049
      48FOUNDERS CAPITAL MANAGEMENT INC$1,640,985$205,123,133—$205,123,133
      49J.K. FINANCIAL, INC.$438,182$168,700,000—$168,700,000
      50LEGACY ASSET MANAGEMENT, INC.$695,079$139,015,884—$139,015,884
      Next Page »

      Showing 1 to 50 of 185 entries

      Page 1 | 2 | 3 | 4

      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.