RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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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.