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
1Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
2Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
3Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
4Kirkwood Financial Services, LLC$478,025$110,901,830$110,901,830
5Brazos Capital, LLC$414,096$113,462,403$113,462,403
6Christian Investment Advisors, Inc.$102,162$114,727,735$114,727,735
7Pioneer Wealth Management Group, Inc$132,948$114,000,000$1,000,000$115,000,000
8Centered Wealth, LLC$605,419$115,635,029$115,635,029
9BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
10Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
11Trinity Fiduciary Partners, LLC$568,054$47,253,825$76,013,885$123,267,710
12Keene & Associates, Inc.$447,794$123,899,854$586,826$124,486,680
13Archer Investment Management, LLC$218,991$125,481,719$125,481,719
14Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
15D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
16Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
17SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
18Strategic Advisory Services, L.L.C.$365,457$130,833,730$130,833,730
19MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
20Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
21J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
22L.D. Lowe Wealth Advisory, Inc.$184,157$135,539,746$135,539,746
23J.E. Simmons & Co., P.C.$294,409$141,021,840$141,021,840
24Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
25Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
26Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
27Starfox Financial Services, LLC$274,507$132,389,838$12,000,830$144,390,668
28Financial Innovations LLC$258,129$144,552,134$144,552,134
29Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
30Sofos Investments, Inc.$193,785$149,408,613$149,408,613
31The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
32Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
33Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
34Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
35Fearless Solutions LLC$162,451$162,612,980$162,612,980
36J.K. Financial, Inc.$432,723$165,300,000$165,300,000
37The Wealth Coach, LLC$212,401$165,673,082$165,673,082
38Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
39WEALTH MANAGEMENT GROUP, LLC$207,973$169,914,158$169,914,158
40Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
41Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
42Lwealth, LLC$199,015$171,535,098$3,001,129$174,536,227
43Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
44Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
45Forthright Family Wealth Advisory LLC$1,041,335$181,192,305$181,192,305
46Trinity Portfolio Advisors, LLC$253,855$129,310,897$53,972,567$183,283,464
47Heritage Wealth Management, Inc.$396,671$184,451,942$184,451,942
48Helen Stephens Group, LLC$346,937$185,087,838$1,217,210$186,305,048
49Keener Financial Planning, LLC$504,786$185,239,753$6,074,199$191,313,952
50Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
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Showing 1 to 50 of 171 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 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.