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
101BEST INVEST$151,291$195,512,437$560,554$196,072,991
102PARKER FINANCIAL ADVISORS LLC$580,966$194,796,490$408,022$195,204,512
103CARTER ASSET MANAGEMENT$798,938$420,241,421$420,241,421
104MCDONALD CAPITAL MANAGEMENT$676,481$233,385,998$233,385,998
105BONNER & SMITH, LLC$247,137$229,343,130$229,343,130
106WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000$112,412,000
107MOSS, LUSE & WOMBLE, LLC$202,508$298,700,000$298,700,000
108CLEAR SKY FINANCIAL, LP$387,405$116,221,613$116,221,613
109CLARE MARKET INVESTMENTS, LLC$624,856$412,405,000$412,405,000
110WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000$112,412,000
111HERITAGE RETIREMENT ADVISORS, LLC$593,236$191,615,164$191,615,164
112FORTHRIGHT FAMILY WEALTH ADVISORY LLC$1,345,688$223,384,150$223,384,150
113THE WATCHMAN GROUP, INC.$2,081,726$505,859,384$505,859,384
114SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241$1,430,955,241
115RHAME & GORRELL WEALTH MANAGEMENT$425,491$537,821,041$537,821,041
116FINANCIAL GRAVITY ASSET MANAGEMENT, INC.$167,691$192,676,571$192,676,571
117REDBUD ADVISORS$601,233$117,240,530$117,240,530
118STOREHOUSE FINANCIAL LLC$165,390$119,576,759$119,576,759
119THE SUM$535,583$128,004,388$128,004,388
120THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305$253,778,305
121VANNOY ADVISORY GROUP, INC.$471,231$126,289,783$126,289,783
122GOODMAN FINANCIAL CORPORATION$865,767$593,050,231$593,050,231
123RELEVANCE CAPITAL MANAGEMENT$1,332,441$325,115,698$325,115,698
124STRATEGIC ADVISORY SERVICES, L.L.C.$404,380$152,855,585$152,855,585
125AVION WEALTH$319,734$611,011,081$611,011,081
126PARROTT WEALTH MANAGEMENT, LLC$469,752$161,125,000$161,125,000
127AUSTIN ASSET$679,267$1,366,006,925$1,366,006,925
128LD LOWE WEALTH ADVISORY$484,437$120,140,383$120,140,383
129WEALTHSTAR ADVISORS, LLC$289,128$717,616,108$717,616,108
130FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951$300,006,951
131TL PRIVATE WEALTH$490,692$282,638,789$282,638,789
132SCHUBERT & COMPANY, INC.$678,142$322,795,724$322,795,724
133PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553$170,661,553
134HFG WEALTH MANAGEMENT, LLC$412,712$525,794,823$525,794,823
135WATERWAY WEALTH MANAGEMENT, L.L.C.$440,587$498,744,808$498,744,808
136HAVEN WEALTH GROUP$403,820$260,867,459$260,867,459
137ADELL HARRIMAN & CARPENTER$653,316$1,259,593,077$1,259,593,077
138DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$944,636$118,079,541$118,079,541
139MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494$138,367,494
140MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543$462,873,543
141WEALTH COVENANT GROUP LLC$888,424$276,300,000$276,300,000
142HERITAGE FINANCIAL PLANNING$520,828$262,497,085$262,497,085
143FINANCIAL SYNERGIES$1,610,188$1,112,640,025$1,112,640,025
144FORTITER WEALTH MANAGEMENT, LLC$2,374,160$389,362,280$389,362,280
145PERSONAL MONEY PLANNING, LLC$218,655$120,916,461$120,916,461
146SIZEMORE CAPITAL MANAGEMENT, LLC$123,570$109,483,441$109,483,441
147ARKOS GLOBAL ADVISORS, LLC$628,048$686,456,423$686,456,423
148STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933$163,436,933
149J.E. SIMMONS & CO., P.C.$429,592$153,794,049$153,794,049
150FOUNDERS CAPITAL MANAGEMENT INC$1,640,985$205,123,133$205,123,133
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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 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.