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
101WJ Interests, LLC$523,312$390,391,000$390,391,000
102Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
103The Watchman Group, Inc.$548,161$400,705,711$400,705,711
104Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
105Steward Financial Group, LLC$488,853$407,703,080$407,703,080
106Legacy Asset Management, Inc.$1,042,806$116,411,986$302,795,952$419,207,938
107Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
108Waterway Wealth Management, L.L.C.$379,318$421,422,639$421,422,639
109Harrell Investment Partners, LLC$607,728$412,631,294$12,778,631$425,409,925
110Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
111HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
112Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
113Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
114FCA Corp$691,452$400,081,062$52,128,867$452,209,929
115Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
116Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
117CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
118Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
119Goodman Financial Corporation$741,916$488,180,731$488,180,731
120Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
121Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
122Avion Wealth, LLC$319,724$500,687,553$500,687,553
123Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
124Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
125KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
126Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
127Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
128Austin Private Wealth, LLC$220,732$576,380,509$2,599,974$578,980,483
129STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
130Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
131Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
132Sloan Investment Management, L.L.C.$2,074,141$661,002,115$2,723,071$663,725,186
133Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
134Kings Path Partners LLC$3,174,458$161,769,600$520,738,768$682,508,368
135Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
136Willis Johnson & Associates, Inc.$582,211$703,153,628$18,787,751$721,941,379
137Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
138Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
139MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
140Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
141RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
142Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
143Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
144Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
145Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
146Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
147Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
148Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
149Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
150The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
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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.