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 | $512,048,230 | $21,475,264,147 | $542,809,759 | $22,018,073,906 |
| 2 | Galapagos Partners, L.P. | $27,399,707 | $219,322,890 | $493,069,483 | $712,392,373 |
| 3 | Paul Comstock Partners | $19,600,037 | $7,525,251 | $2,462,079,377 | $2,469,604,628 |
| 4 | Kings Path Partners Llc | $3,866,532 | $131,316,926 | $475,728,659 | $607,045,585 |
| 5 | New Capital Management, Lp | $3,464,480 | $284,178,527 | $24,160,164 | $308,338,691 |
| 6 | Miller Equity Capital Advisors | $3,231,911 | $113,116,878 | — | $113,116,878 |
| 7 | Ch Investment Partners, Llc | $3,111,608 | $2,751,450,579 | $823,786,993 | $3,575,237,572 |
| 8 | T.O.S. Advisors, Llc | $2,773,864 | $524,260,203 | — | $524,260,203 |
| 9 | Beacon Financial Advisors Ltd | $2,509,091 | $271,400,000 | $4,600,000 | $276,000,000 |
| 10 | Autumn Lane Advisors, Llc | $2,347,249 | $293,305,000 | $272,382,000 | $565,687,000 |
| 11 | Optima Asset Management Inc | $2,186,892 | — | $478,929,419 | $478,929,419 |
| 12 | Requisite Capital Management Llc | $2,133,768 | $462,386,159 | $393,254,667 | $855,640,826 |
| 13 | Tcg Advisors, Lp | $2,030,952 | $2,732,573,396 | $870,334,771 | $3,602,908,167 |
| 14 | Tolleson Private Wealth Management | $1,971,723 | $6,511,118,553 | $119,786,344 | $6,630,904,897 |
| 15 | Goodman Financial Corporation | $1,957,319 | $448,226,070 | — | $448,226,070 |
| 16 | Saddock Wealth, Llc | $1,868,116 | $72,400,000 | $56,500,000 | $128,900,000 |
| 17 | Sloan Investment Management, L.L.C. | $1,849,212 | $606,167,594 | $2,223,071 | $608,390,665 |
| 18 | Concorde Investment Management | $1,768,180 | $144,564,257 | $53,471,868 | $198,036,125 |
| 19 | Camden Wealth Advisors Llc | $1,708,816 | $206,637,644 | $3,546,664 | $210,184,308 |
| 20 | Monticello Wealth Management, Llc | $1,647,838 | $709,305,146 | $14,095,733 | $723,400,879 |
| 21 | Sequent Asset Management, Llc | $1,569,115 | $344,446,718 | $287,906,692 | $632,353,410 |
| 22 | Franklin, Parlapiano, Turner & Welch Llc | $1,511,019 | $529,400,325 | $2,478,406 | $531,878,731 |
| 23 | Mosaic Advisors Llc | $1,416,512 | $239,876,827 | $43,425,666 | $283,302,493 |
| 24 | Wealthstreet Investment Advisors, Llc | $1,384,385 | $1,028,976,473 | $1,005,987 | $1,029,982,460 |
| 25 | Fortiter Wealth Management, Llc | $1,322,210 | $296,480,082 | $2,339,426 | $298,819,508 |
| 26 | Fortune Wealth Management, Llc | $1,155,071 | $252,636,239 | $3,789,538 | $256,425,777 |
| 27 | Relevance Capital Management | $1,109,301 | $262,904,393 | — | $262,904,393 |
| 28 | Rgt Wealth Advisors | $1,068,105 | $4,112,801,814 | $222,637,226 | $4,335,439,040 |
| 29 | Segment Wealth Management, Llc | $1,028,992 | $768,657,179 | — | $768,657,179 |
| 30 | Covenant | $1,028,460 | $1,760,738,251 | $53,465,890 | $1,814,204,141 |
| 31 | The Menard Financial Group, Llc | $1,012,431 | $229,821,830 | — | $229,821,830 |
| 32 | Chilton Capital Management Llc | $967,375 | $1,593,951,090 | $1,250,340 | $1,595,201,430 |
| 33 | Tanglewood Total Wealth Management, Inc. | $912,138 | $1,037,101,000 | — | $1,037,101,000 |
| 34 | Miller Global Investments, L.L.C. | $892,672 | $136,578,873 | — | $136,578,873 |
| 35 | Durbin Bennett Private Wealth Management, Llc | $863,151 | $1,160,444,136 | $49,692,962 | $1,210,137,098 |
| 36 | Km Capital Management, Ltd. | $858,768 | $165,149,000 | $30,650,000 | $195,799,000 |
| 37 | Fca Corp | $812,165 | $396,647,276 | $39,485,170 | $436,132,446 |
| 38 | Sather Financial Group, Inc. | $786,813 | $853,692,481 | — | $853,692,481 |
| 39 | Stratford Consulting, Llc | $763,533 | $619,224,897 | — | $619,224,897 |
| 40 | Daniels & Erickson Financial Advisors, Llc | $742,143 | $106,126,443 | — | $106,126,443 |
| 41 | Cfm Wealth Partners Llc | $718,016 | $429,016,854 | $356,436 | $429,373,290 |
| 42 | Frontier Investment Management Co | $716,556 | $3,286,843,011 | — | $3,286,843,011 |
| 43 | Paratus Financial, Inc. | $715,332 | $119,950,972 | $1,405,137,386 | $1,525,088,358 |
| 44 | Meridian Wealth Advisors, Llc | $704,855 | $662,173,160 | $35,633,443 | $697,806,603 |
| 45 | Pin Oak Investment Advisors Inc | $691,282 | $472,836,729 | — | $472,836,729 |
| 46 | Lee Financial Company, Llc | $686,992 | $1,119,065,779 | $5,540,030 | $1,124,605,809 |
| 47 | The Goff Financial Group | $675,110 | $339,876,548 | $13,881,065 | $353,757,613 |
| 48 | Bonner & Smith, Llc | $672,851 | $156,101,442 | — | $156,101,442 |
| 49 | Tanglewood Legacy Advisors, Llc | $667,529 | $243,989,306 | $15,011,983 | $259,001,289 |
| 50 | Harrell Investment Partners, Llc | $607,434 | $371,292,985 | $5,923,622 | $377,216,607 |
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.
