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
1Christian Investment Advisors, Inc.$102,162$114,727,735$114,727,735
2Moss, Luse & Womble, LLC$103,822$195,600,000$195,600,000
3Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
4Pioneer Wealth Management Group, Inc$132,948$114,000,000$1,000,000$115,000,000
5Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
6Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
7J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
8Fearless Solutions LLC$162,451$162,612,980$162,612,980
9D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
10Fulcrum Equity Management, LLC$174,741$337,599,149$337,599,149
11Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
12L.D. Lowe Wealth Advisory, Inc.$184,157$135,539,746$135,539,746
13Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
14Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
15Mills Wealth Advisors, LLC$189,344$192,762,340$28,959,407$221,721,747
16Sofos Investments, Inc.$193,785$149,408,613$149,408,613
17Lwealth, LLC$199,015$171,535,098$3,001,129$174,536,227
18WEALTH MANAGEMENT GROUP, LLC$207,973$169,914,158$169,914,158
19The Wealth Coach, LLC$212,401$165,673,082$165,673,082
20Apeiron Ria LLC$213,490$364,000,000$364,000,000
21Archer Investment Management, LLC$218,991$125,481,719$125,481,719
22Austin Private Wealth, LLC$220,732$576,380,509$2,599,974$578,980,483
23Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
24Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
25Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
26Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
27McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
28Trinity Portfolio Advisors, LLC$253,855$129,310,897$53,972,567$183,283,464
29Financial Innovations LLC$258,129$144,552,134$144,552,134
30Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
31M.C. Byrd Wealth Management, LLC$266,624$180,138,496$58,756,878$238,895,374
32The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
33Starfox Financial Services, LLC$274,507$132,389,838$12,000,830$144,390,668
34Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
35Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
36J.E. Simmons & Co., P.C.$294,409$141,021,840$141,021,840
37MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
38Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
39Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
40Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
41Avion Wealth, LLC$319,724$500,687,553$500,687,553
42Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
43Freedom Day Solutions, LLC$342,528$297,244,040$25,759,966$323,004,006
44Helen Stephens Group, LLC$346,937$185,087,838$1,217,210$186,305,048
45MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
46Strategic Advisory Services, L.L.C.$365,457$130,833,730$130,833,730
47Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
48Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
49Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
50Waterway Wealth Management, L.L.C.$379,318$421,422,639$421,422,639
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Showing 1 to 50 of 171 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 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.