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
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
3True Financial Group$126,417$143,800,000$1,200,000$145,000,000
4Fulcrumeq$134,878$243,589,380$243,589,380
5Team Financial Strategies$137,729$125,764,340$3,975,949$129,740,289
6Teamwork Financial Advisors, Llc$140,638$196,330,583$196,330,583
7Best Invest$167,340$130,525,531$130,525,531
8Atlas Wealth Advisors Llc$173,451$294,000,000$294,000,000
9Ld Lowe Wealth Advisory$176,336$137,366,071$137,366,071
10Lucien Stirling & Gray Advisory Group Inc$176,593$154,548,275$70,607,258$225,155,533
11Mills Wealth Advisors, Llc$185,016$203,324,973$25,910,316$229,235,289
12Grunden Financial Advisory, Inc.$194,604$182,538,120$182,538,120
13The Personal Wealth Coach$198,759$148,075,470$148,075,470
14Wealth Management Group, Llc$207,973$169,914,158$169,914,158
15Austin Private Wealth, Llc$217,800$422,425,422$11,650,156$434,075,578
16Imperium Wealth Management, Llc$218,454$126,072,366$3,034,074$129,106,440
17Wealthstar Advisors, Llc$227,958$452,725,108$452,725,108
18Mcelhenny Sheffield Capital Management, Llc$236,991$241,019,458$241,019,458
19The Rudd Company, Llc$238,429$115,532,566$13,457,359$128,989,925
20Wisdom Index Advisors$240,051$128,427,283$128,427,283
21Paragon Financial Advisors$260,452$292,748,123$292,748,123
22Bird Rock Asset Management, Lp$279,246$87,682,966$13,124,764$100,807,730
23Trisperity Advisors, Llc$283,049$164,647,423$3,483,743$168,131,166
24Avion Wealth$283,123$450,732,597$450,732,597
25Clintsman Financial Planning$299,237$361,477,806$361,477,806
26Aspen Wealth Management$303,932$138,050,665$2,061,985$140,112,650
27Murphy & Sylvest$310,854$129,602,314$2,821,507$132,423,821
28Briaud Financial Advisors$313,678$582,770,489$11,021,437$593,791,926
29Hfg Wealth Management, Llc$314,275$367,926,272$2,918,030$370,844,302
30Schubert & Company, Inc.$319,050$130,160,222$3,521,747$133,681,969
31Trinity Portfolio Advisors, Llc$320,800$221,980,417$92,724,400$314,704,817
32D.R. Saur Financial, Inc.$324,045$110,175,327$110,175,327
33Fmp Wealth Advisers$327,183$670,870,000$55,803,000$726,673,000
34J.K. Financial, Inc.$343,089$126,600,000$126,600,000
35Strategic Advisory Services, L.L.C.$344,797$123,982,248$144,752$124,127,000
36Haven Wealth Group$347,023$174,552,792$174,552,792
37Financial Life Advisors$347,354$190,450,323$41,582,449$232,032,772
38Mcgowan Group Asset Management, Inc.$351,161$696,740,196$35,782,201$732,522,397
39Tl Private Wealth$355,270$175,414,694$1,154,539$176,569,233
40Early Mcclintic & Mcmillan, Llp$361,966$217,854,002$146,284,234$364,138,236
41Heritage Wealth Management$372,643$165,080,862$165,080,862
42Partnersinwealth, Inc$382,132$248,229,366$128,553,233$376,782,599
43Rhame & Gorrell Wealth Management$385,939$341,169,947$341,169,947
44J.E. Simmons & Co., P.C.$390,035$138,462,341$138,462,341
45Engrave Wealth Partners, Llc$400,834$190,138,964$2,261,240$192,400,204
46Barnett Financial, Inc.$424,557$193,173,269$193,173,269
47One Advocate Group$430,166$230,138,581$230,138,581
48Horizon Wealth Advisors$440,480$229,005,580$36,163,351$265,168,931
49Heritage Retirement Advisors, Llc$449,977$136,343,014$136,343,014
50Lauterbach Financial Advisors, Llc$462,341$427,947,027$1,105,733$429,052,760
Next Page »

Showing 1 to 50 of 122 entries

Page 1 | 2 | 3

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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.