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

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