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

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.