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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1JASPER RIDGE PARTNERS, L.P.$512,048,230$21,475,264,147$542,809,759$22,018,073,906
2RGT WEALTH ADVISORS$1,068,105$4,112,801,814$222,637,226$4,335,439,040
3LINSCOMB & WILLIAMS$741,902$3,844,536,498$3,844,536,498
4TCG ADVISORS, LP$2,030,952$2,732,573,396$870,334,771$3,602,908,167
5TCG ADVISORY SERVICES, LLC$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
7PAUL COMSTOCK PARTNERS$18,977,394$7,525,251$2,383,626,385$2,391,151,636
9VENTURI PRIVATE WEALTH$662,506$1,576,180,000$44,310,000$1,620,490,000
10TRUE NORTH ADVISORS, LLC$513,091$1,581,734,664$19,623,015$1,601,357,679
11SFMG WEALTH ADVISORS$496,349$1,459,390,667$87,234,353$1,546,625,020
12PARATUS FINANCIAL, INC.$715,332$119,950,972$1,405,137,386$1,525,088,358
13DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$863,151$1,160,444,136$49,692,962$1,210,137,098
14BEAIRD HARRIS$455,250$1,068,995,906$99,175,516$1,168,171,422
15CORDA INVESTMENT MANAGEMENT, LLC$418,412$1,140,000,000$19,000,000$1,159,000,000
16LEE FINANCIAL COMPANY, LLC$686,992$1,119,065,779$5,540,030$1,124,605,809
17AUSTIN ASSET$562,611$1,021,522,641$18,181,628$1,039,704,269
18TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$912,138$1,037,101,000$1,037,101,000
19WEALTHSTREET INVESTMENT ADVISORS, LLC$1,384,385$1,028,976,473$1,005,987$1,029,982,460
20THE FINANCIAL ADVISORY GROUP, INC.$484,096$957,057,157$957,057,157
21ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
22FINANCIAL SYNERGIES$495,006$894,971,212$894,971,212
23REQUISITE CAPITAL MANAGEMENT LLC$2,133,768$462,386,159$393,254,667$855,640,826
24SATHER FINANCIAL GROUP, INC.$786,813$853,692,481$853,692,481
25DIESSLIN GROUP, INC.$486,124$573,937,988$231,082,536$805,020,524
26SEGMENT WEALTH MANAGEMENT, LLC$1,028,992$768,657,179$768,657,179
27RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
28MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
29FMP WEALTH ADVISERS$327,183$670,870,000$55,803,000$726,673,000
30MONTICELLO WEALTH MANAGEMENT, LLC$1,647,838$709,305,146$14,095,733$723,400,879
31GALAPAGOS PARTNERS, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
32HOWARD FINANCIAL SERVICES, LTD.$464,523$644,850,086$56,579,580$701,429,666
33MERIDIAN WEALTH ADVISORS, LLC$704,855$662,173,160$35,633,443$697,806,603
34CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
35SEQUENT ASSET MANAGEMENT, LLC$1,569,115$344,446,718$287,906,692$632,353,410
36WPWEALTH LLP$288,141$533,757,362$87,475,637$621,232,999
37STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
38SLOAN INVESTMENT MANAGEMENT, L.L.C.$1,849,212$606,167,594$2,223,071$608,390,665
39KINGS PATH PARTNERS LLC$3,866,532$131,316,926$475,728,659$607,045,585
40WILLIS JOHNSON & ASSOCIATES, INC.$560,498$590,548,009$14,790,005$605,338,014
41BRIAUD FINANCIAL ADVISORS$313,678$582,770,489$11,021,437$593,791,926
42AUTUMN LANE ADVISORS, LLC$2,347,249$293,305,000$272,382,000$565,687,000
43FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,511,019$529,400,325$2,478,406$531,878,731
44T.O.S. ADVISORS, LLC$2,773,864$524,260,203$524,260,203
45KMH WEALTH MANAGEMENT, LLC$479,369$499,782,815$8,827,567$508,610,382
46OPTIMA ASSET MANAGEMENT INC$2,186,892$478,929,419$478,929,419
47PIN OAK INVESTMENT ADVISORS INC$691,282$472,836,729$472,836,729
48WEALTHSTAR ADVISORS, LLC$227,958$452,725,108$452,725,108
49AVION WEALTH$283,123$450,732,597$450,732,597
50QUADCAP WEALTH MANAGEMENT, LLC$582,131$443,328,320$4,912,597$448,240,917
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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 Sabrina Straub.

*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.