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 |
|---|---|---|---|---|---|
| 1 | Jasper Ridge Partners, L.P. | $584,691,178 | $27,093,509,709 | $386,975,675 | $27,480,485,384 |
| 2 | Galapagos Partners, L.P. | $25,269,101 | $270,807,033 | $461,996,902 | $732,803,935 |
| 3 | First Endowment Development Corp | $24,905,746 | $7,471,803 | $2,781,971,693 | $2,789,443,496 |
| 4 | LBJ Family Wealth Advisors, Ltd. | $4,158,743 | $320,223,179 | — | $320,223,179 |
| 5 | Requisite Capital Management LLC | $3,403,288 | $553,520,116 | $453,853,165 | $1,007,373,281 |
| 6 | New Capital Management, Lp | $3,291,875 | $293,020,000 | $23,000,000 | $316,020,000 |
| 7 | Kings Path Partners LLC | $3,174,458 | $161,769,600 | $520,738,768 | $682,508,368 |
| 8 | CH INVESTMENT PARTNERS, LLC | $3,111,608 | $2,751,450,579 | $823,786,993 | $3,575,237,572 |
| 9 | Concorde Financial Corporation | $2,890,400 | $272,405,058 | $83,114,109 | $355,519,167 |
| 10 | Childress Capital Advisors, LLC | $2,714,489 | $399,029,836 | — | $399,029,836 |
| 11 | Monticello Wealth Management, LLC | $2,505,598 | $1,320,449,977 | — | $1,320,449,977 |
| 12 | Optima Asset Management Inc | $2,345,100 | — | $490,125,863 | $490,125,863 |
| 13 | Virtus Family Office, LLC | $2,310,551 | $154,806,947 | — | $154,806,947 |
| 14 | TCG Advisory Services, LLC | $2,084,215 | $2,808,572,833 | $1,793,373,554 | $4,601,946,387 |
| 15 | Sloan Investment Management, L.L.C. | $2,074,141 | $661,002,115 | $2,723,071 | $663,725,186 |
| 16 | TCG ADVISORS, LP | $2,030,952 | $2,732,573,396 | $870,334,771 | $3,602,908,167 |
| 17 | Fortiter Wealth Management, LLC | $1,991,059 | $324,289,830 | $2,243,926 | $326,533,756 |
| 18 | Parkstone Wealth Management, LLC | $1,959,597 | $152,848,543 | — | $152,848,543 |
| 19 | SADDOCK WEALTH, LLC | $1,868,116 | $72,400,000 | $56,500,000 | $128,900,000 |
| 20 | Franklin, Parlapiano, Turner & Welch LLC | $1,618,928 | $571,960,950 | $2,758,455 | $574,719,405 |
| 21 | Financial Synergies Wealth Advisors, Inc. | $1,580,415 | $1,016,206,821 | — | $1,016,206,821 |
| 22 | Sequent Asset Management, LLC | $1,568,407 | $343,092,637 | $368,964,176 | $712,056,813 |
| 23 | Wealthstreet Investment Advisors, LLC | $1,529,480 | $1,178,354,743 | $874,633 | $1,179,229,376 |
| 24 | Autumn Lane Advisors, LLC | $1,521,181 | $306,560,000 | $323,209,000 | $629,769,000 |
| 25 | HFG Wealth Management, LLC | $1,317,515 | $409,044,003 | $40,228,782 | $449,272,785 |
| 26 | Fortune Wealth Management, LLC | $1,294,254 | $287,909,432 | $2,003,568 | $289,913,000 |
| 27 | Rench Wealth Management, Inc. | $1,187,751 | $292,186,756 | — | $292,186,756 |
| 28 | RGT Wealth Advisors, LLC | $1,168,347 | $4,714,561,153 | $145,762,623 | $4,860,323,776 |
| 29 | Segment Wealth Management, LLC | $1,128,542 | $902,833,585 | — | $902,833,585 |
| 30 | T.O.S. Advisors, LLC | $1,125,324 | $226,190,077 | — | $226,190,077 |
| 31 | Vaquero Private Wealth, Ltd. | $1,094,193 | $166,317,339 | — | $166,317,339 |
| 32 | Covenant Multi-Family Offices, LLC | $1,089,833 | $1,986,473,095 | $72,221,769 | $2,058,694,864 |
| 33 | Durbin Bennett Private Wealth Management, LLC | $1,082,346 | $1,220,806,382 | $65,020,699 | $1,285,827,081 |
| 34 | Stone Asset Management, Inc. | $1,079,366 | $242,087,219 | $2,928,824 | $245,016,043 |
| 35 | Legacy Asset Management, Inc. | $1,042,806 | $116,411,986 | $302,795,952 | $419,207,938 |
| 36 | Tanglewood Wealth Management, Inc. | $1,042,339 | $1,224,748,000 | — | $1,224,748,000 |
| 37 | Forthright Family Wealth Advisory LLC | $1,041,335 | $181,192,305 | — | $181,192,305 |
| 38 | The Menard Financial Group, LLC | $1,021,180 | $225,680,794 | — | $225,680,794 |
| 39 | Corps Capital Advisors, LLC | $1,010,076 | $102,580,000 | $30,750,000 | $133,330,000 |
| 40 | Sather Financial Group, Inc. | $974,268 | $1,050,261,019 | — | $1,050,261,019 |
| 41 | Ackerman Capital Advisors, LLC | $918,020 | $434,278,331 | $30,239,912 | $464,518,243 |
| 42 | KM Capital Management, Ltd. | $891,130 | $202,742,961 | $42,317,653 | $245,060,614 |
| 43 | Miller Global Investments, L.L.C. | $881,980 | $141,116,816 | — | $141,116,816 |
| 44 | Early Mcclintic & Mcmillan, LLP | $865,357 | $236,987,361 | $168,865,012 | $405,852,373 |
| 45 | Bonner & Smith, LLC | $851,370 | $202,626,111 | — | $202,626,111 |
| 46 | CFM Wealth Partners LLC | $816,112 | $483,033,352 | $921,150 | $483,954,502 |
| 47 | Daniels & Erickson Financial Advisors, LLC | $802,218 | $109,101,659 | — | $109,101,659 |
| 48 | Garner Asset Management Corporation | $799,488 | $312,434,494 | $964,772 | $313,399,266 |
| 49 | Tanglewood Legacy Advisors, LLC | $765,777 | $298,448,354 | $17,051,971 | $315,500,325 |
| 50 | STRATFORD CONSULTING, LLC | $763,533 | $619,224,897 | — | $619,224,897 |
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.
