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
101Steward Financial Group, LLC$488,853$407,703,080$407,703,080
102Horizon Advisors, LLC$485,307$267,787,635$34,073,590$301,861,225
103Kirkwood Financial Services, LLC$478,025$110,901,830$110,901,830
104Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
105Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
106TL Private Wealth LLC$468,857$255,058,004$255,058,004
107Investment Advisory Services, Inc$450,275$364,722,816$364,722,816
108Keene & Associates, Inc.$447,794$123,899,854$586,826$124,486,680
109J.K. Financial, Inc.$432,723$165,300,000$165,300,000
110Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
111Financial Life Advisors LLC$425,754$229,517,682$54,886,134$284,403,816
112Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
113Patron Partners, LLC$414,324$207,576,132$207,576,132
114Brazos Capital, LLC$414,096$113,462,403$113,462,403
115HFP Wealth Management, LLC$409,565$217,764,115$124,407$217,888,522
116Allred Capital Management, LLC$403,224$340,465,128$13,969,090$354,434,218
117Haven Wealth Group LLC$397,708$215,160,111$215,160,111
118Heritage Wealth Management, Inc.$396,671$184,451,942$184,451,942
119Silicon Hills Wealth Management, LLC$390,436$211,172,061$2,786,601$213,958,662
120Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
121Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
122Waterway Wealth Management, L.L.C.$379,318$421,422,639$421,422,639
123Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
124Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
125Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
126Strategic Advisory Services, L.L.C.$365,457$130,833,730$130,833,730
127MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
128Helen Stephens Group, LLC$346,937$185,087,838$1,217,210$186,305,048
129Freedom Day Solutions, LLC$342,528$297,244,040$25,759,966$323,004,006
130Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
131Avion Wealth, LLC$319,724$500,687,553$500,687,553
132Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
133Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
134Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
135MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
136J.E. Simmons & Co., P.C.$294,409$141,021,840$141,021,840
137Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
138Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
139Starfox Financial Services, LLC$274,507$132,389,838$12,000,830$144,390,668
140The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
141M.C. Byrd Wealth Management, LLC$266,624$180,138,496$58,756,878$238,895,374
142Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
143Financial Innovations LLC$258,129$144,552,134$144,552,134
144Trinity Portfolio Advisors, LLC$253,855$129,310,897$53,972,567$183,283,464
145McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
146Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
147Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
148Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
149Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
150Austin Private Wealth, LLC$220,732$576,380,509$2,599,974$578,980,483
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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.