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
51Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
52Fruth Investment Management$749,910$303,572,366$891,168$304,463,534
53Goodman Financial Corporation$741,916$488,180,731$488,180,731
54Matthew Goff Investment Advisor, LLC$719,785$366,957,904$15,248,078$382,205,982
55Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
56Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
57True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
58Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
59Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
60FCA Corp$691,452$400,081,062$52,128,867$452,209,929
61BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
62Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
63William Madison Advisors, Inc.$681,762$357,925,283$357,925,283
64Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
65Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
66Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
67Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
68Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
69Linscomb & Williams Inc$614,427$4,218,658,522$4,218,658,522
70Islay Capital Management, LLC$612,733$206,294,283$2,034,898$208,329,181
71Whiterock Wealth Management Co.$608,631$185,055,912$33,442,466$218,498,378
72Harrell Investment Partners, LLC$607,728$412,631,294$12,778,631$425,409,925
73Centered Wealth, LLC$605,419$115,635,029$115,635,029
74Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
75Clare Market Investments, LLC$591,428$370,234,000$370,234,000
76Lifeway Financial Corporation$583,185$239,105,720$239,105,720
77Willis Johnson & Associates, Inc.$582,211$703,153,628$18,787,751$721,941,379
78Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
79Trinity Fiduciary Partners, LLC$568,054$47,253,825$76,013,885$123,267,710
80Stegent Equity Advisors Inc.$558,035$210,360,299$1,693,009$212,053,308
81Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
82The Watchman Group, Inc.$548,161$400,705,711$400,705,711
83Schubert & Company, Inc.$547,997$245,502,447$245,502,447
84RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
85The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
86Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
87WJ Interests, LLC$523,312$390,391,000$390,391,000
88Beacon Financial Advisors Ltd$522,439$286,273,293$5,247,514$291,520,807
89Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
90Oliphint Associates LLC$515,282$258,671,675$258,671,675
91Roth Financial Partners LLC$505,876$316,172,571$316,172,571
92Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
93Keener Financial Planning, LLC$504,786$185,239,753$6,074,199$191,313,952
94Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
95KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
96Trinity Legacy Partners, LLC$501,099$244,733,810$37,384,909$282,118,719
97Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
98Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
99Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
100Camden Wealth Advisors LLC$490,461$244,264,976$3,908,441$248,173,417
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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 Research.

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

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.