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
1MOSS, LUSE & WOMBLE, LLC$84,884$131,400,000$131,400,000
2CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
3SOFOS INVESTMENTS, INC.$113,656$160,937,014$160,937,014
4TRUE FINANCIAL GROUP$126,417$143,800,000$1,200,000$145,000,000
5FULCRUMEQ$134,878$243,589,380$243,589,380
6TEAM FINANCIAL STRATEGIES$137,729$125,764,340$3,975,949$129,740,289
7TEAMWORK FINANCIAL ADVISORS, LLC$146,499$312,482,103$312,482,103
8BEST INVEST$167,340$130,525,531$130,525,531
9ATLAS WEALTH ADVISORS$173,451$294,000,000$294,000,000
10LD LOWE WEALTH ADVISORY$176,336$137,366,071$137,366,071
11LUCIEN STIRLING & GRAY ADVISORY GROUP INC$176,593$154,548,275$70,607,258$225,155,533
12MILLS WEALTH ADVISORS, LLC$185,016$203,324,973$25,910,316$229,235,289
13AMICUS FINANCIAL ADVISORS, LLC$190,856$181,820,736$828,560$182,649,296
14GRUNDEN FINANCIAL ADVISORY, INC.$194,604$182,538,120$182,538,120
15THE PERSONAL WEALTH COACH$198,759$148,075,470$148,075,470
16WEALTH MANAGEMENT GROUP, LLC$207,973$169,914,158$169,914,158
17AUSTIN PRIVATE WEALTH, LLC$217,800$422,425,422$11,650,156$434,075,578
18IMPERIUM WEALTH MANAGEMENT, LLC$218,454$126,072,366$3,034,074$129,106,440
19EUBANK, HUTSON & ASSOCIATES, LLC$220,644$118,485,840$118,485,840
20RILEY WEALTH ADVISORS, LLC$221,095$165,600,000$165,600,000
21INSIGHT WEALTH PARTNERS$223,502$434,609,073$996,969$435,606,042
22WEALTHSTAR ADVISORS, LLC$227,958$452,725,108$452,725,108
23MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$236,991$241,019,458$241,019,458
24THE RUDD COMPANY, LLC$238,429$115,532,566$13,457,359$128,989,925
25WISDOM INDEX ADVISORS$240,051$128,427,283$128,427,283
26STARFOX FINANCIAL SERVICES, LLC$245,707$106,878,281$18,186,765$125,065,046
27PARAGON FINANCIAL ADVISORS$260,452$292,748,123$292,748,123
28DBA STONE WEALTH MANAGEMENT$267,920$200,047,088$2,500,691$202,547,779
29M.C. BYRD WEALTH MANAGEMENT, LLC$269,652$176,338,236$56,371,084$232,709,320
30BIRD ROCK ASSET MANAGEMENT, LP$279,246$87,682,966$13,124,764$100,807,730
31TRISPERITY ADVISORS, LLC$283,049$164,647,423$3,483,743$168,131,166
32AVION WEALTH$283,123$450,732,597$450,732,597
33WPWEALTH LLP$288,141$533,757,362$87,475,637$621,232,999
34CLINTSMAN FINANCIAL PLANNING$299,237$361,477,806$361,477,806
35ASPEN WEALTH MANAGEMENT$303,932$138,050,665$2,061,985$140,112,650
36MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
37BRIAUD FINANCIAL ADVISORS$313,678$582,770,489$11,021,437$593,791,926
38HFG WEALTH MANAGEMENT, LLC$314,275$367,926,272$2,918,030$370,844,302
39SCHUBERT & COMPANY, INC.$317,464$130,160,222$130,160,222
40KRUEGER & CATALANO CAPITAL PARTNERS, LLC$318,560$266,111,407$22,504,116$288,615,523
41CULTIVAR CAPITAL, INC.$319,446$222,334,676$222,334,676
42TRINITY PORTFOLIO ADVISORS, LLC$320,800$221,980,417$92,724,400$314,704,817
43D.R. SAUR FINANCIAL, INC.$324,045$110,175,327$110,175,327
44FMP WEALTH ADVISERS$327,183$670,870,000$55,803,000$726,673,000
45SILICON HILLS WEALTH MANAGEMENT$332,270$175,251,920$1,847,829$177,099,749
46J.K. FINANCIAL, INC.$343,089$126,600,000$126,600,000
47STRATEGIC ADVISORY SERVICES, L.L.C.$344,797$123,982,248$144,752$124,127,000
48HAVEN WEALTH GROUP$347,023$174,552,792$174,552,792
49FINANCIAL LIFE ADVISORS$347,354$190,450,323$41,582,449$232,032,772
50WATERWAY WEALTH MANAGEMENT, L.L.C.$349,841$373,630,242$373,630,242
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Showing 1 to 50 of 149 entries

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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.