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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
151Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
152Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
153Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
154Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
155Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
156Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
157Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
158Monticello Wealth Management, LLC$2,505,598$1,320,449,977$1,320,449,977
159Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
160Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
161Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
162Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
163Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
164True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
165First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
166CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
167TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
168Linscomb & Williams Inc$614,427$4,218,658,522$4,218,658,522
169TCG Advisory Services, LLC$2,084,215$2,808,572,833$1,793,373,554$4,601,946,387
170RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
171Jasper Ridge Partners, L.P.$584,691,178$27,093,509,709$386,975,675$27,480,485,384
« Previous Page

Showing 151 to 171 of 171 entries

Page 1 | 2 | 3 | 4

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.