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 | $500,041,890 | $19,288,071,368 | $713,604,226 | $20,001,675,594 |
| 2 | Galapagos Partners, L.P. | $22,942,789 | $248,482,645 | $439,801,033 | $688,283,678 |
| 3 | Paul Comstock Partners | $16,548,711 | $5,975,723 | $2,178,454,129 | $2,184,429,852 |
| 4 | T.O.S. Advisors | $8,060,794 | $451,404,463 | — | $451,404,463 |
| 5 | LBJ Family Wealth Advisors, Ltd.. | $4,131,888 | $275,708,365 | $5,260,000 | $280,968,365 |
| 6 | New Capital Management, LP | $3,586,207 | $292,000,000 | $20,000,000 | $312,000,000 |
| 7 | Cypress Point Wealth Management | $3,032,783 | $549,437,249 | $41,955,521 | $591,392,770 |
| 8 | Optima Asset Management Inc | $1,841,208 | — | $452,937,101 | $452,937,101 |
| 9 | Mosaic Advisors LLC | $1,826,930 | $138,590,890 | $82,467,643 | $221,058,533 |
| 10 | Efficient Wealth Management, LLC | $1,774,940 | $374,512,442 | — | $374,512,442 |
| 11 | Tolleson Private Wealth Management | $1,729,339 | $5,439,770,306 | $123,513,227 | $5,563,283,533 |
| 12 | TCG Advisors, LP | $1,625,702 | $2,133,105,051 | $684,236,218 | $2,817,341,269 |
| 13 | David M. Lee, P.C. | $1,623,143 | — | $397,669,969 | $397,669,969 |
| 14 | Goodman Financial Corporation | $1,623,082 | $386,293,616 | — | $386,293,616 |
| 15 | Parkstone Wealth Management, LLC | $1,617,896 | $121,342,197 | — | $121,342,197 |
| 16 | Mercantile Investment Advisors | $1,475,197 | $107,689,413 | — | $107,689,413 |
| 17 | Concorde Investment Management | $1,424,339 | $114,285,307 | $48,089,294 | $162,374,601 |
| 18 | Monticello Wealth Management, LLC | $1,386,152 | — | $476,836,286 | $476,836,286 |
| 19 | South Texas Money Management, Ltd. | $1,364,561 | $391,629,025 | — | $391,629,025 |
| 20 | Fortiter Wealth Management | $1,345,164 | $242,695,948 | $3,469,038 | $246,164,986 |
| 21 | Franklin, Parlapiano, Turner & Welch | $1,240,738 | $458,224,755 | $2,088,983 | $460,313,738 |
| 22 | Covenant | $1,238,884 | $1,357,635,395 | $44,781,765 | $1,402,417,160 |
| 23 | WhiteRock Wealth Management | $1,192,462 | $151,442,676 | — | $151,442,676 |
| 24 | Wealthstreet Investment Advisors, LLC | $1,186,750 | $814,562,319 | $1,921,478 | $816,483,797 |
| 25 | Clear Rock Advisors, LLC | $1,185,959 | $187,381,570 | — | $187,381,570 |
| 26 | Century Management Financial Advisors | $1,132,321 | $1,033,808,909 | — | $1,033,808,909 |
| 27 | Sequent Asset Management, LLC | $1,131,785 | $317,707,566 | $252,712,233 | $570,419,799 |
| 28 | Fortune Wealth Management, LLC | $1,121,160 | $228,259,998 | $3,820,098 | $232,080,096 |
| 29 | South Texas Money Management, Ltd.. | $1,039,051 | $3,337,314,455 | $47,912,097 | $3,385,226,552 |
| 30 | RGT Wealth Advisors | $1,022,024 | $3,530,583,411 | $326,534,888 | $3,857,118,299 |
| 31 | Relevance Capital Management | $966,461 | $230,017,694 | — | $230,017,694 |
| 32 | Durbin Bennett Private Wealth Management, LLC | $932,177 | $1,000,716,615 | $44,253,479 | $1,044,970,094 |
| 33 | Simplyrich | $862,041 | $164,649,901 | — | $164,649,901 |
| 34 | Sloan Investment Management | $852,318 | $549,596,800 | $2,705,366 | $552,302,166 |
| 35 | KM Capital Management, Ltd.. | $809,821 | $135,070,763 | $10,697,103 | $145,767,866 |
| 36 | Tanglewood Total Wealth Management, Inc. | $804,529 | $879,350,000 | — | $879,350,000 |
| 37 | FCA Corp | $762,556 | $382,046,084 | $52,611,088 | $434,657,172 |
| 38 | Riverstone Advisors, LLC | $737,065 | $163,353,633 | $4,697,205 | $168,050,838 |
| 39 | Frontier Investment Management Co | $669,997 | $2,527,228,295 | — | $2,527,228,295 |
| 40 | Paratus Financial, Inc. | $648,535 | $185,704,159 | $1,504,378,841 | $1,690,083,000 |
| 41 | Sather Financial Group, Inc. | $630,244 | $645,369,519 | — | $645,369,519 |
| 42 | Lee Financial Company | $617,325 | $1,001,575,272 | $14,542,221 | $1,016,117,493 |
| 43 | Adell Harriman & Carpenter | $616,403 | $745,231,798 | — | $745,231,798 |
| 44 | Pin Oak Investment Advisors Inc | $602,130 | $400,416,707 | — | $400,416,707 |
| 45 | The Goff Financial Group | $574,705 | $279,390,228 | $12,559,815 | $291,950,043 |
| 46 | Venturi Wealth Management, LLC | $568,813 | $992,833,000 | $16,242,000 | $1,009,075,000 |
| 47 | Equistar Wealth Management LLC | $559,531 | $137,085,190 | — | $137,085,190 |
| 48 | Parker Financial Advisors | $549,296 | $161,493,020 | — | $161,493,020 |
| 49 | Bird Rock Asset Management, LP | $542,190 | $74,916,947 | $104,547,914 | $179,464,861 |
| 50 | Carter Asset Management | $530,498 | $268,431,902 | — | $268,431,902 |
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.
