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 |
|---|---|---|---|---|---|
| 51 | CLEAR SKY FINANCIAL, LP | $387,405 | $116,221,613 | — | $116,221,613 |
| 52 | LIVE OAK WEALTH ADVISORY GROUP, LLC | $393,301 | $125,463,109 | — | $125,463,109 |
| 53 | CULTIVAR CAPITAL, INC. | $400,895 | $319,112,724 | — | $319,112,724 |
| 54 | HAVEN WEALTH GROUP | $403,820 | $260,867,459 | — | $260,867,459 |
| 55 | WPWEALTH LLP | $404,317 | $645,821,639 | $268,742,490 | $914,564,129 |
| 56 | STRATEGIC ADVISORY SERVICES, L.L.C. | $404,380 | $152,855,585 | — | $152,855,585 |
| 57 | HFG WEALTH MANAGEMENT, LLC | $412,712 | $525,794,823 | — | $525,794,823 |
| 58 | BRAZOS CAPITAL | $423,134 | $127,585,289 | $1,047,321 | $128,632,610 |
| 59 | DBA STONE WEALTH MANAGEMENT | $423,792 | $306,873,271 | $4,614,118 | $311,487,389 |
| 60 | RHAME & GORRELL WEALTH MANAGEMENT | $425,491 | $537,821,041 | — | $537,821,041 |
| 61 | PATRON PARTNERS, LLC | $426,227 | $244,505,837 | $8,246,816 | $252,752,653 |
| 62 | J.E. SIMMONS & CO., P.C. | $429,592 | $153,794,049 | — | $153,794,049 |
| 63 | ASPEN WEALTH MANAGEMENT | $429,725 | $284,369,696 | $7,843,247 | $292,212,943 |
| 64 | HERITAGE WEALTH MANAGEMENT | $437,966 | $208,548,000 | $10,435,140 | $218,983,140 |
| 65 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 66 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 67 | ALLRED CAPITAL MANAGEMENT, LLC | $441,490 | $367,458,220 | $35,180,922 | $402,639,142 |
| 68 | FMP WEALTH ADVISERS | $447,611 | $895,814,000 | $45,959,000 | $941,773,000 |
| 69 | PROVIDENT FINANCIAL PLANNING, LLC | $448,538 | $99,004,023 | $8,196,566 | $107,200,589 |
| 70 | STEWARD WEALTH MANAGEMENT | $459,387 | $507,163,091 | — | $507,163,091 |
| 71 | SILICON HILLS WEALTH MANAGEMENT | $461,838 | $271,037,498 | $2,370,510 | $273,408,008 |
| 72 | PARROTT WEALTH MANAGEMENT, LLC | $469,752 | $161,125,000 | — | $161,125,000 |
| 73 | VANNOY ADVISORY GROUP, INC. | $471,231 | $126,289,783 | — | $126,289,783 |
| 74 | ROSEROCK WEALTH MANAGEMENT, LLC | $483,217 | $132,500,000 | $5,700,000 | $138,200,000 |
| 75 | LD LOWE WEALTH ADVISORY | $484,437 | $120,140,383 | — | $120,140,383 |
| 76 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $486,710 | $741,546,369 | $13,827,189 | $755,373,558 |
| 77 | INVESTMENT ADVISORY SERVICES, INC | $490,158 | $427,908,045 | — | $427,908,045 |
| 78 | TL PRIVATE WEALTH | $490,692 | $282,638,789 | — | $282,638,789 |
| 79 | KEENER FINANCIAL PLANNING | $494,674 | $212,457,431 | $2,725,966 | $215,183,397 |
| 80 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 81 | CONSILIUM WEALTH ADVISORY, LLC | $510,762 | $247,719,618 | — | $247,719,618 |
| 82 | DELOS WEALTH ADVISORS | $513,924 | $129,660,011 | $876,800 | $130,536,811 |
| 83 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 84 | BEAIRD HARRIS | $525,799 | $1,402,052,000 | $120,662,000 | $1,522,714,000 |
| 85 | SECURE FINANCIAL MANAGEMENT | $530,318 | $164,398,425 | — | $164,398,425 |
| 86 | STOWE FINANCIAL PLANNING, L.L.C. | $534,632 | — | $145,420,000 | $145,420,000 |
| 87 | THE SUM | $535,583 | $128,004,388 | — | $128,004,388 |
| 88 | ROTH FINANCIAL PARTNERS LLC | $538,166 | $359,494,846 | — | $359,494,846 |
| 89 | HORIZON WEALTH ADVISORS | $539,150 | $319,913,586 | $45,629,911 | $365,543,497 |
| 90 | KEENE & DORCHAK | $541,242 | $166,262,698 | $1,522,228 | $167,784,926 |
| 91 | KMH WEALTH MANAGEMENT, LLC | $544,121 | $639,400,430 | $11,368,738 | $650,769,168 |
| 92 | NO FATE BWWM | $546,584 | $103,581,425 | $22,679,384 | $126,260,809 |
| 93 | PENNEY FINANCIAL | $552,759 | $127,687,390 | — | $127,687,390 |
| 94 | TRINITY LEGACY PARTNERS, LLC | $553,329 | $325,609,741 | $37,374,141 | $362,983,882 |
| 95 | BEACON FINANCIAL ADVISORS LTD | $553,682 | $313,152,905 | $6,875,274 | $320,028,179 |
| 96 | LAUTERBACH FINANCIAL ADVISORS, LLC | $556,110 | $524,558,268 | $1,521,769 | $526,080,037 |
| 97 | CORDA INVESTMENT MANAGEMENT, LLC | $556,491 | $1,445,659,872 | $54,084,429 | $1,499,744,301 |
| 98 | THE FINANCIAL ADVISORY GROUP, INC. | $557,177 | $1,200,159,117 | — | $1,200,159,117 |
| 99 | SFMG WEALTH ADVISORS | $557,538 | $1,844,382,981 | $130,975,596 | $1,975,358,577 |
| 100 | CAERUS INVESTMENT ADVISORS, LLC | $561,612 | $149,010,444 | $55,416,430 | $204,426,874 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
