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

*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.