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 |
|---|---|---|---|---|---|
| 51 | Wealth Covenant Group LLC | $640,728 | $193,500,000 | — | $193,500,000 |
| 52 | Moss, Luse & Womble, LLC | $103,822 | $195,600,000 | — | $195,600,000 |
| 53 | Bonner & Smith, LLC | $851,370 | $202,626,111 | — | $202,626,111 |
| 54 | Trisperity Advisors, LLC | $317,679 | $200,903,704 | $2,410,642 | $203,314,346 |
| 55 | Patron Partners, LLC | $414,324 | $207,576,132 | — | $207,576,132 |
| 56 | Islay Capital Management, LLC | $612,733 | $206,294,283 | $2,034,898 | $208,329,181 |
| 57 | Stegent Equity Advisors Inc. | $558,035 | $210,360,299 | $1,693,009 | $212,053,308 |
| 58 | Silicon Hills Wealth Management, LLC | $390,436 | $211,172,061 | $2,786,601 | $213,958,662 |
| 59 | Haven Wealth Group LLC | $397,708 | $215,160,111 | — | $215,160,111 |
| 60 | HFP Wealth Management, LLC | $409,565 | $217,764,115 | $124,407 | $217,888,522 |
| 61 | Whiterock Wealth Management Co. | $608,631 | $185,055,912 | $33,442,466 | $218,498,378 |
| 62 | Mills Wealth Advisors, LLC | $189,344 | $192,762,340 | $28,959,407 | $221,721,747 |
| 63 | The Menard Financial Group, LLC | $1,021,180 | $225,680,794 | — | $225,680,794 |
| 64 | T.O.S. Advisors, LLC | $1,125,324 | $226,190,077 | — | $226,190,077 |
| 65 | M.C. Byrd Wealth Management, LLC | $266,624 | $180,138,496 | $58,756,878 | $238,895,374 |
| 66 | Lifeway Financial Corporation | $583,185 | $239,105,720 | — | $239,105,720 |
| 67 | Stone Asset Management, Inc. | $1,079,366 | $242,087,219 | $2,928,824 | $245,016,043 |
| 68 | KM Capital Management, Ltd. | $891,130 | $202,742,961 | $42,317,653 | $245,060,614 |
| 69 | Schubert & Company, Inc. | $547,997 | $245,502,447 | — | $245,502,447 |
| 70 | Camden Wealth Advisors LLC | $490,461 | $244,264,976 | $3,908,441 | $248,173,417 |
| 71 | TL Private Wealth LLC | $468,857 | $255,058,004 | — | $255,058,004 |
| 72 | Oliphint Associates LLC | $515,282 | $258,671,675 | — | $258,671,675 |
| 73 | Trinity Legacy Partners, LLC | $501,099 | $244,733,810 | $37,384,909 | $282,118,719 |
| 74 | Financial Life Advisors LLC | $425,754 | $229,517,682 | $54,886,134 | $284,403,816 |
| 75 | Cultivar Capital, Inc. | $383,217 | $285,496,935 | — | $285,496,935 |
| 76 | Grunden Financial Advisory, Inc. | $286,224 | $286,796,156 | — | $286,796,156 |
| 77 | Amicus Financial Advisors, LLC | $261,563 | $288,340,568 | $1,470,914 | $289,811,482 |
| 78 | Fortune Wealth Management, LLC | $1,294,254 | $287,909,432 | $2,003,568 | $289,913,000 |
| 79 | Beacon Financial Advisors Ltd | $522,439 | $286,273,293 | $5,247,514 | $291,520,807 |
| 80 | Clear Rock Advisors, LLC | $699,122 | $291,534,003 | — | $291,534,003 |
| 81 | Rench Wealth Management, Inc. | $1,187,751 | $292,186,756 | — | $292,186,756 |
| 82 | Engrave Wealth Partners, LLC | $519,782 | $301,473,510 | — | $301,473,510 |
| 83 | Horizon Advisors, LLC | $485,307 | $267,787,635 | $34,073,590 | $301,861,225 |
| 84 | Fruth Investment Management | $749,910 | $303,572,366 | $891,168 | $304,463,534 |
| 85 | Garner Asset Management Corporation | $799,488 | $312,434,494 | $964,772 | $313,399,266 |
| 86 | Tanglewood Legacy Advisors, LLC | $765,777 | $298,448,354 | $17,051,971 | $315,500,325 |
| 87 | New Capital Management, Lp | $3,291,875 | $293,020,000 | $23,000,000 | $316,020,000 |
| 88 | Roth Financial Partners LLC | $505,876 | $316,172,571 | — | $316,172,571 |
| 89 | LBJ Family Wealth Advisors, Ltd. | $4,158,743 | $320,223,179 | — | $320,223,179 |
| 90 | Freedom Day Solutions, LLC | $342,528 | $297,244,040 | $25,759,966 | $323,004,006 |
| 91 | Fortiter Wealth Management, LLC | $1,991,059 | $324,289,830 | $2,243,926 | $326,533,756 |
| 92 | Fulcrum Equity Management, LLC | $174,741 | $337,599,149 | — | $337,599,149 |
| 93 | McElhenny Sheffield Capital Management, LLC | $252,874 | $347,196,579 | — | $347,196,579 |
| 94 | Allred Capital Management, LLC | $403,224 | $340,465,128 | $13,969,090 | $354,434,218 |
| 95 | Concorde Financial Corporation | $2,890,400 | $272,405,058 | $83,114,109 | $355,519,167 |
| 96 | William Madison Advisors, Inc. | $681,762 | $357,925,283 | — | $357,925,283 |
| 97 | Apeiron Ria LLC | $213,490 | $364,000,000 | — | $364,000,000 |
| 98 | Investment Advisory Services, Inc | $450,275 | $364,722,816 | — | $364,722,816 |
| 99 | Clare Market Investments, LLC | $591,428 | $370,234,000 | — | $370,234,000 |
| 100 | Matthew Goff Investment Advisor, LLC | $719,785 | $366,957,904 | $15,248,078 | $382,205,982 |
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.
