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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1PAUL COMSTOCK PARTNERS$18,977,394$7,525,251$2,383,626,385$2,391,151,636
2PARATUS FINANCIAL, INC.$715,332$119,950,972$1,405,137,386$1,525,088,358
3TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
4TCG ADVISORY SERVICES, LLC$2,030,952$2,732,573,396$870,334,771$3,602,908,167
5CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
6JASPER RIDGE PARTNERS, L.P.$512,048,230$21,475,264,147$542,809,759$22,018,073,906
7GALAPAGOS PARTNERS, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
8OPTIMA ASSET MANAGEMENT INC$2,186,892$478,929,419$478,929,419
9KINGS PATH PARTNERS LLC$3,866,532$131,316,926$475,728,659$607,045,585
10REQUISITE CAPITAL MANAGEMENT LLC$2,133,768$462,386,159$393,254,667$855,640,826
11SEQUENT ASSET MANAGEMENT, LLC$1,569,115$344,446,718$287,906,692$632,353,410
12AUTUMN LANE ADVISORS, LLC$2,347,249$293,305,000$272,382,000$565,687,000
13DIESSLIN GROUP, INC.$486,124$573,937,988$231,082,536$805,020,524
14RGT WEALTH ADVISORS$1,068,105$4,112,801,814$222,637,226$4,335,439,040
15EARLY MCCLINTIC & MCMILLAN, LLP$361,966$217,854,002$146,284,234$364,138,236
16RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
17BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
18BEAIRD HARRIS$455,250$1,068,995,906$99,175,516$1,168,171,422
19TRINITY PORTFOLIO ADVISORS, LLC$320,800$221,980,417$92,724,400$314,704,817
20CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
21WPWEALTH LLP$288,141$533,757,362$87,475,637$621,232,999
22SFMG WEALTH ADVISORS$496,349$1,459,390,667$87,234,353$1,546,625,020
23TRINITY FIDUCIARY PARTNERS, LLC$567,482$40,293,933$71,500,117$111,794,050
24LUCIEN STIRLING & GRAY ADVISORY GROUP INC$176,593$154,548,275$70,607,258$225,155,533
25HOWARD FINANCIAL SERVICES, LTD.$464,523$644,850,086$56,579,580$701,429,666
26SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
27M.C. BYRD WEALTH MANAGEMENT, LLC$269,652$176,338,236$56,371,084$232,709,320
28FMP WEALTH ADVISERS$327,183$670,870,000$55,803,000$726,673,000
29CONCORDE INVESTMENT MANAGEMENT$1,768,180$144,564,257$53,471,868$198,036,125
30COVENANT$1,028,460$1,760,738,251$53,465,890$1,814,204,141
31TRINITY LEGACY PARTNERS, LLC$510,363$211,423,382$50,392,998$261,816,380
32DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$863,151$1,160,444,136$49,692,962$1,210,137,098
33VENTURI PRIVATE WEALTH$662,506$1,576,180,000$44,310,000$1,620,490,000
34FINANCIAL LIFE ADVISORS$347,354$190,450,323$41,582,449$232,032,772
35FCA CORP$812,165$396,647,276$39,485,170$436,132,446
36HORIZON WEALTH ADVISORS$440,480$229,005,580$36,163,351$265,168,931
37MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
38MERIDIAN WEALTH ADVISORS, LLC$704,855$662,173,160$35,633,443$697,806,603
39KM CAPITAL MANAGEMENT, LTD.$858,768$165,149,000$30,650,000$195,799,000
40CORPS CAPITAL ADVISORS, LLC$1,785,518$91,387,837$28,241,849$119,629,686
41MILLS WEALTH ADVISORS, LLC$185,016$203,324,973$25,910,316$229,235,289
42NEW CAPITAL MANAGEMENT, LP$3,464,480$284,178,527$24,160,164$308,338,691
43KRUEGER & CATALANO CAPITAL PARTNERS, LLC$318,560$266,111,407$22,504,116$288,615,523
44TRUE NORTH ADVISORS, LLC$513,091$1,581,734,664$19,623,015$1,601,357,679
45CORDA INVESTMENT MANAGEMENT, LLC$418,412$1,140,000,000$19,000,000$1,159,000,000
46STARFOX FINANCIAL SERVICES, LLC$245,707$106,878,281$18,186,765$125,065,046
47AUSTIN ASSET$562,611$1,021,522,641$18,181,628$1,039,704,269
48ALLRED CAPITAL MANAGEMENT, LLC$366,013$306,798,937$17,488,797$324,287,734
49TANGLEWOOD LEGACY ADVISORS, LLC$667,529$243,989,306$15,011,983$259,001,289
50WILLIS JOHNSON & ASSOCIATES, INC.$560,498$590,548,009$14,790,005$605,338,014
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Showing 1 to 50 of 149 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.