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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1True Financial Group$97,267$110,000,000$11,000,000$121,000,000
2Heritage Retirement Advisors, LLC$118,195$121,859,323$121,859,323
3Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
4Trinity Portfolio Advisors$160,950$230,427,117$47,372,899$277,800,016
5The Personal Wealth Coach$161,347$117,944,368$117,944,368
6Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
7Mills Wealth Advisors, LLC$163,029$132,884,061$31,123,533$164,007,594
8Wealth Management Group, LLC$170,182$141,080,538$141,080,538
9Wealthstar Advisors, LLC$176,731$355,758,816$355,758,816
10Insight Wealth Partners$182,399$330,871,329$911,790$331,783,119
11Bonner & Smith$184,307$156,108,087$156,108,087
12Republic Wealth Advisors$192,693$180,001,558$24,059,910$204,061,468
13LD Lowe Wealth Advisory$193,138$130,561,369$130,561,369
14The Rudd Company, LLC$206,358$100,818,307$12,472,111$113,290,418
15Eubank, Hutson & Associates, LLC$206,627$109,512,142$109,512,142
16Imperium Wealth Management, LLC$217,547$97,198,284$11,792,857$108,991,141
17Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
18Whitley Penn Financial, LLP$238,493$460,799,322$51,959,820$512,759,142
19M.C. Byrd Wealth Management, LLC$262,683$153,424,483$59,873,942$213,298,425
20McElhenny Sheffield Capital Management, LLC$265,819$261,300,000$261,300,000
21Trisperity Advisors, LLC$267,891$133,471,984$11,992,794$145,464,778
22Clintsman Financial Planning$276,496$302,763,478$302,763,478
23Waterway Wealth Management$282,935$295,950,356$295,950,356
24HFG Wealth Management$284,800$312,125,879$2,577,829$314,703,708
25Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
26Stone Asset Management, Inc.$289,897$169,066,050$1,393,131$170,459,181
27Krueger & Catalano Capital Partners, LLC$293,073$217,635,086$17,702,232$235,337,318
28Haven Wealth Group$296,304$141,337,039$141,337,039
29FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
30Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
31Pauley Financial$302,750$125,469,461$22,877,851$148,347,312
32Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
33McGowan Group Asset Management$307,307$587,088,298$27,832,231$614,920,529
34Sms Capital Management$316,742$110,269,239$1,224,110$111,493,349
35Strategic Advisory Services, L.L.C.$320,638$109,598,237$701,326$110,299,563
36Silicon Hills Wealth Management$321,695$220,683,050$220,683,050
37Focus Wealth Advisors$326,538$121,909,505$2,828,091$124,737,596
38Trinity Legacy Partners, LLC$334,921$169,346,880$458,291$169,805,171
39Heritage Wealth Management$336,396$133,885,505$133,885,505
40Barnett Financial, Inc.$341,787$169,184,728$169,184,728
41Early McClintic & McMillan, LLP$344,314$202,346,282$134,737,272$337,083,554
42Lauterbach Financial Advisors, LLC$368,037$341,158,281$1,116,142$342,274,423
43Archetype Wealth Partners, LLC$378,463$203,366,710$36,578,618$239,945,328
44Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
45True North Advisors$387,094$1,055,305,255$26,236,141$1,081,541,396
46Heritage Financial Planning$391,832$157,516,524$157,516,524
47Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
48Corda Investment Management, LLC$397,037$1,034,000,000$38,000,000$1,072,000,000
49WJ Interests, LLC$399,733$299,000,000$299,000,000
50Camden Wealth Advisors LLC$399,762$173,650,248$3,044,610$176,694,858
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Showing 1 to 50 of 122 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 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.

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