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$512,048,230$21,475,264,147$542,809,759$22,018,073,906
2Galapagos Partners, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
3Paul Comstock Partners$19,600,037$7,525,251$2,462,079,377$2,469,604,628
4Kings Path Partners Llc$3,866,532$131,316,926$475,728,659$607,045,585
5New Capital Management, Lp$3,464,480$284,178,527$24,160,164$308,338,691
6Miller Equity Capital Advisors$3,231,911$113,116,878$113,116,878
7Ch Investment Partners, Llc$3,111,608$2,751,450,579$823,786,993$3,575,237,572
8T.O.S. Advisors, Llc$2,773,864$524,260,203$524,260,203
9Beacon Financial Advisors Ltd$2,509,091$271,400,000$4,600,000$276,000,000
10Autumn Lane Advisors, Llc$2,347,249$293,305,000$272,382,000$565,687,000
11Optima Asset Management Inc$2,186,892$478,929,419$478,929,419
12Requisite Capital Management Llc$2,133,768$462,386,159$393,254,667$855,640,826
13Tcg Advisors, Lp$2,030,952$2,732,573,396$870,334,771$3,602,908,167
14Tolleson Private Wealth Management$1,971,723$6,511,118,553$119,786,344$6,630,904,897
15Goodman Financial Corporation$1,957,319$448,226,070$448,226,070
16Saddock Wealth, Llc$1,868,116$72,400,000$56,500,000$128,900,000
17Sloan Investment Management, L.L.C.$1,849,212$606,167,594$2,223,071$608,390,665
18Concorde Investment Management$1,768,180$144,564,257$53,471,868$198,036,125
19Camden Wealth Advisors Llc$1,708,816$206,637,644$3,546,664$210,184,308
20Monticello Wealth Management, Llc$1,647,838$709,305,146$14,095,733$723,400,879
21Sequent Asset Management, Llc$1,569,115$344,446,718$287,906,692$632,353,410
22Franklin, Parlapiano, Turner & Welch Llc$1,511,019$529,400,325$2,478,406$531,878,731
23Mosaic Advisors Llc$1,416,512$239,876,827$43,425,666$283,302,493
24Wealthstreet Investment Advisors, Llc$1,384,385$1,028,976,473$1,005,987$1,029,982,460
25Fortiter Wealth Management, Llc$1,322,210$296,480,082$2,339,426$298,819,508
26Fortune Wealth Management, Llc$1,155,071$252,636,239$3,789,538$256,425,777
27Relevance Capital Management$1,109,301$262,904,393$262,904,393
28Rgt Wealth Advisors$1,068,105$4,112,801,814$222,637,226$4,335,439,040
29Segment Wealth Management, Llc$1,028,992$768,657,179$768,657,179
31The Menard Financial Group, Llc$1,012,431$229,821,830$229,821,830
32Chilton Capital Management Llc$967,375$1,593,951,090$1,250,340$1,595,201,430
33Tanglewood Total Wealth Management, Inc.$912,138$1,037,101,000$1,037,101,000
34Miller Global Investments, L.L.C.$892,672$136,578,873$136,578,873
35Durbin Bennett Private Wealth Management, Llc$863,151$1,160,444,136$49,692,962$1,210,137,098
36Km Capital Management, Ltd.$858,768$165,149,000$30,650,000$195,799,000
37Fca Corp$812,165$396,647,276$39,485,170$436,132,446
38Sather Financial Group, Inc.$786,813$853,692,481$853,692,481
39Stratford Consulting, Llc$763,533$619,224,897$619,224,897
40Daniels & Erickson Financial Advisors, Llc$742,143$106,126,443$106,126,443
41Cfm Wealth Partners Llc$718,016$429,016,854$356,436$429,373,290
42Frontier Investment Management Co$716,556$3,286,843,011$3,286,843,011
43Paratus Financial, Inc.$715,332$119,950,972$1,405,137,386$1,525,088,358
44Meridian Wealth Advisors, Llc$704,855$662,173,160$35,633,443$697,806,603
45Pin Oak Investment Advisors Inc$691,282$472,836,729$472,836,729
46Lee Financial Company, Llc$686,992$1,119,065,779$5,540,030$1,124,605,809
47The Goff Financial Group$675,110$339,876,548$13,881,065$353,757,613
48Bonner & Smith, Llc$672,851$156,101,442$156,101,442
49Tanglewood Legacy Advisors, Llc$667,529$243,989,306$15,011,983$259,001,289
50Harrell Investment Partners, Llc$607,434$371,292,985$5,923,622$377,216,607
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Showing 1 to 50 of 122 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.