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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1JASPER RIDGE PARTNERS, L.P.$716,443,547$34,075,670,371$1,030,063,447$35,105,733,818
2BOWIE CAPITAL MANAGEMENT, LLC$57,962,287$1,622,944,040$1,622,944,040
3PAUL COMSTOCK PARTNERS$30,318,857$3,365,393,181$3,365,393,181
4GALAPAGOS WEALTH MANAGEMENT, LLC$28,945,572$333,945,185$534,421,984$868,367,169
5CORPS CAPITAL ADVISORS, LLC$4,897,966$113,838,000$28,203,000$142,041,000
6LBJ FAMILY WEALTH ADVISORS, LTD.$4,013,143$361,182,830$361,182,830
7CH INVESTMENT PARTNERS, LLC$3,994,050$3,641,750,839$855,549,402$4,497,300,241
8NEW CAPITAL MANAGEMENT, LP$3,868,687$369,000,000$14,000,000$383,000,000
9CONCORDE INVESTMENT MANAGEMENT$2,902,478$278,458,951$87,253,294$365,712,245
101900 WEALTH$2,574,573$1,567,692,630$46,564,670$1,614,257,300
11OPTIMA ASSET MANAGEMENT INC$2,555,546$669,553,144$669,553,144
12KINGS PATH PARTNERS LLC$2,519,936$203,264,535$542,636,634$745,901,169
13FORTITER WEALTH MANAGEMENT, LLC$2,374,160$389,362,280$389,362,280
14AUTUMN LANE ADVISORS, LLC$2,224,577$431,158,000$336,321,000$767,479,000
15SLOAN INVESTMENT MANAGEMENT, L.L.C.$2,214,597$665,656,768$3,151,435$668,808,203
16REQUISITE CAPITAL MANAGEMENT LLC$2,199,514$489,190,675$559,977,584$1,049,168,259
17THE WATCHMAN GROUP, INC.$2,081,726$505,859,384$505,859,384
18PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553$170,661,553
19FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,849,482$693,968,488$3,286,342$697,254,830
20SEQUENT ASSET MANAGEMENT, LLC$1,759,124$377,413,283$433,542,857$810,956,140
21VIRTUS FAMILY OFFICE$1,745,481$335,132,366$335,132,366
22FOUNDERS CAPITAL MANAGEMENT INC$1,640,985$205,123,133$205,123,133
23WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,619,611$235,910,275$58,858,987$294,769,262
24FINANCIAL SYNERGIES$1,610,188$1,112,640,025$1,112,640,025
25T.O.S. ADVISORS, LLC$1,469,866$306,947,116$203,096,455$510,043,571
26MARTIN CAPITAL ADVISORS, LLP$1,382,583$168,737,906$1,319,833$170,057,739
27FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951$300,006,951
28FORTHRIGHT FAMILY WEALTH ADVISORY LLC$1,345,688$223,384,150$223,384,150
29VINEYARD FAMILY WEALTH ADVISORS$1,340,401$104,551,267$104,551,267
30RELEVANCE CAPITAL MANAGEMENT$1,332,441$325,115,698$325,115,698
31WPA FAMILY OFFICE, LLC$1,259,036$135,975,850$135,975,850
32RGT WEALTH ADVISORS$1,257,080$5,555,737,222$195,402,804$5,751,140,026
33SINECERA CAPITAL, LLC$1,245,054$112,508,806$4,526,269$117,035,075
34SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241$1,430,955,241
35PARATUS FINANCIAL, INC.$1,168,327$294,430,035$199,772,313$494,202,348
36TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$1,128,736$1,406,404,904$1,406,404,904
37DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$1,116,232$1,582,134,460$23,006,736$1,605,141,196
38MILLER GLOBAL INVESTMENTS, L.L.C.$1,017,134$164,775,737$164,775,737
39CFM WEALTH PARTNERS LLC$954,169$575,182,632$1,135,425$576,318,057
40DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$944,636$118,079,541$118,079,541
41VENTURI PRIVATE WEALTH$944,517$2,277,586,606$5,309,956$2,282,896,562
42KM CAPITAL MANAGEMENT, LTD.$940,289$192,969,182$72,192,201$265,161,383
43ACKERMAN CAPITAL MANAGEMENT$939,608$457,468,346$51,799,183$509,267,529
44LEE FINANCIAL COMPANY, LLC$894,850$1,303,848,268$2,633,020$1,306,481,288
45FRUTH INVESTMENT MANAGEMENT$894,587$373,450,325$2,276,310$375,726,635
46PIN OAK INVESTMENT ADVISORS INC$888,455$616,588,013$616,588,013
47WEALTH COVENANT GROUP LLC$888,424$276,300,000$276,300,000
48CYPRESS POINT WEALTH MANAGEMENT, LLC$886,428$626,232,809$101,524,292$727,757,101
49FCA CORP$885,621$467,872,061$53,758,978$521,631,039
50GOODMAN FINANCIAL CORPORATION$865,767$593,050,231$593,050,231
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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.