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
1Jasper Ridge Partners, L.P.$584,691,178$27,093,509,709$386,975,675$27,480,485,384
2RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
3TCG Advisory Services, LLC$2,084,215$2,808,572,833$1,793,373,554$4,601,946,387
4Linscomb & Williams Inc$614,427$4,218,658,522$4,218,658,522
5TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
6CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
7First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
8True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
9Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
10Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
11Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
12Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
13Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
14Monticello Wealth Management, LLC$2,505,598$1,320,449,977$1,320,449,977
15Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
16Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
17Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
18Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
19Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
20Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
21Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
22The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
23Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
24Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
25Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
26Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
27Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
28Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
29Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
30Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
31RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
32Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
33MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
34Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
35Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
36Willis Johnson & Associates, Inc.$582,211$703,153,628$18,787,751$721,941,379
37Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
38Kings Path Partners LLC$3,174,458$161,769,600$520,738,768$682,508,368
39Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
40Sloan Investment Management, L.L.C.$2,074,141$661,002,115$2,723,071$663,725,186
41Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
42Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
43STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
44Austin Private Wealth, LLC$220,732$576,380,509$2,599,974$578,980,483
45Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
46Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
47KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
48Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
49Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
50Avion Wealth, LLC$319,724$500,687,553$500,687,553
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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.