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
    151PARATUS FINANCIAL, INC.$1,168,327$294,430,035$199,772,313$494,202,348
    152SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241$1,430,955,241
    153SINECERA CAPITAL, LLC$1,245,054$112,508,806$4,526,269$117,035,075
    154RGT WEALTH ADVISORS$1,257,080$5,555,737,222$195,402,804$5,751,140,026
    155WPA FAMILY OFFICE, LLC$1,259,036$135,975,850$135,975,850
    156RELEVANCE CAPITAL MANAGEMENT$1,332,441$325,115,698$325,115,698
    157VINEYARD FAMILY WEALTH ADVISORS$1,340,401$104,551,267$104,551,267
    158FORTHRIGHT FAMILY WEALTH ADVISORY LLC$1,345,688$223,384,150$223,384,150
    159FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951$300,006,951
    160MARTIN CAPITAL ADVISORS, LLP$1,382,583$168,737,906$1,319,833$170,057,739
    161T.O.S. ADVISORS, LLC$1,469,866$306,947,116$203,096,455$510,043,571
    162FINANCIAL SYNERGIES$1,610,188$1,112,640,025$1,112,640,025
    163WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,619,611$235,910,275$58,858,987$294,769,262
    164FOUNDERS CAPITAL MANAGEMENT INC$1,640,985$205,123,133$205,123,133
    165VIRTUS FAMILY OFFICE$1,745,481$335,132,366$335,132,366
    166SEQUENT ASSET MANAGEMENT, LLC$1,759,124$377,413,283$433,542,857$810,956,140
    167FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,849,482$693,968,488$3,286,342$697,254,830
    168PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553$170,661,553
    169THE WATCHMAN GROUP, INC.$2,081,726$505,859,384$505,859,384
    170REQUISITE CAPITAL MANAGEMENT LLC$2,199,514$489,190,675$559,977,584$1,049,168,259
    171SLOAN INVESTMENT MANAGEMENT, L.L.C.$2,214,597$665,656,768$3,151,435$668,808,203
    172AUTUMN LANE ADVISORS, LLC$2,224,577$431,158,000$336,321,000$767,479,000
    173FORTITER WEALTH MANAGEMENT, LLC$2,374,160$389,362,280$389,362,280
    174KINGS PATH PARTNERS LLC$2,519,936$203,264,535$542,636,634$745,901,169
    175OPTIMA ASSET MANAGEMENT INC$2,555,546$669,553,144$669,553,144
    1761900 WEALTH$2,574,573$1,567,692,630$46,564,670$1,614,257,300
    177CONCORDE INVESTMENT MANAGEMENT$2,902,478$278,458,951$87,253,294$365,712,245
    178NEW CAPITAL MANAGEMENT, LP$3,868,687$369,000,000$14,000,000$383,000,000
    179CH INVESTMENT PARTNERS, LLC$3,994,050$3,641,750,839$855,549,402$4,497,300,241
    180LBJ FAMILY WEALTH ADVISORS, LTD.$4,013,143$361,182,830$361,182,830
    181CORPS CAPITAL ADVISORS, LLC$4,897,966$113,838,000$28,203,000$142,041,000
    182GALAPAGOS WEALTH MANAGEMENT, LLC$28,945,572$333,945,185$534,421,984$868,367,169
    183PAUL COMSTOCK PARTNERS$30,318,857$3,365,393,181$3,365,393,181
    184BOWIE CAPITAL MANAGEMENT, LLC$57,962,287$1,622,944,040$1,622,944,040
    185JASPER RIDGE PARTNERS, L.P.$716,443,547$34,075,670,371$1,030,063,447$35,105,733,818
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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 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.