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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
2ALLRED CAPITAL MANAGEMENT, LLC$366,013$306,798,937$17,488,797$324,287,734
3AMICUS FINANCIAL ADVISORS, LLC$190,856$181,820,736$828,560$182,649,296
4ARCHETYPE WEALTH PARTNERS, LLC$432,336$348,462,657$348,462,657
5ASPEN WEALTH MANAGEMENT$303,932$138,050,665$2,061,985$140,112,650
6ATLAS WEALTH ADVISORS$173,451$294,000,000$294,000,000
7AUSTIN ASSET$562,611$1,021,522,641$18,181,628$1,039,704,269
8AUSTIN PRIVATE WEALTH, LLC$217,800$422,425,422$11,650,156$434,075,578
9AUTUMN LANE ADVISORS, LLC$2,347,249$293,305,000$272,382,000$565,687,000
10AVION WEALTH$283,123$450,732,597$450,732,597
11BEACON FINANCIAL ADVISORS LTD$2,509,091$271,400,000$4,600,000$276,000,000
12BEAIRD HARRIS$455,250$1,068,995,906$99,175,516$1,168,171,422
13BEST INVEST$167,340$130,525,531$130,525,531
14BIRD ROCK ASSET MANAGEMENT, LP$279,246$87,682,966$13,124,764$100,807,730
15BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
16BONNER & SMITH, LLC$758,626$176,001,170$176,001,170
17BRIAUD FINANCIAL ADVISORS$313,678$582,770,489$11,021,437$593,791,926
18CAMDEN WEALTH ADVISORS LLC$1,708,816$206,637,644$3,546,664$210,184,308
19CARTER ASSET MANAGEMENT$639,678$330,074,094$330,074,094
20CFM WEALTH PARTNERS LLC$718,016$429,016,854$356,436$429,373,290
21CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
22CLARE MARKET INVESTMENTS, LLC$470,492$229,600,000$229,600,000
23CLEAR ROCK ADVISORS, LLC$499,917$222,262,881$11,698,046$233,960,927
24CLINTSMAN FINANCIAL PLANNING$299,237$361,477,806$361,477,806
25CONCORDE INVESTMENT MANAGEMENT$1,768,180$144,564,257$53,471,868$198,036,125
26CORDA INVESTMENT MANAGEMENT, LLC$418,412$1,140,000,000$19,000,000$1,159,000,000
27CORPS CAPITAL ADVISORS, LLC$1,785,518$91,387,837$28,241,849$119,629,686
29CULTIVAR CAPITAL, INC.$319,446$222,334,676$222,334,676
30CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
31D.R. SAUR FINANCIAL, INC.$324,045$110,175,327$110,175,327
32DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$742,143$106,126,443$106,126,443
33DBA STONE WEALTH MANAGEMENT$267,920$200,047,088$2,500,691$202,547,779
34DIESSLIN GROUP, INC.$486,124$573,937,988$231,082,536$805,020,524
35DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$863,151$1,160,444,136$49,692,962$1,210,137,098
36EARLY MCCLINTIC & MCMILLAN, LLP$361,966$217,854,002$146,284,234$364,138,236
37ENGRAVE WEALTH PARTNERS, LLC$400,834$190,138,964$2,261,240$192,400,204
38EQUISTAR WEALTH MANAGEMENT LLC$603,492$158,115,003$158,115,003
39EUBANK, HUTSON & ASSOCIATES, LLC$220,644$118,485,840$118,485,840
40FCA CORP$812,165$396,647,276$39,485,170$436,132,446
41FINANCIAL LIFE ADVISORS$347,354$190,450,323$41,582,449$232,032,772
42FINANCIAL SYNERGIES$495,006$894,971,212$894,971,212
43FMP WEALTH ADVISERS$327,183$670,870,000$55,803,000$726,673,000
44FOCUS WEALTH ADVISORS, LLC$523,167$175,500,000$2,900,000$178,400,000
45FORTHRIGHT FAMILY WEALTH ADVISORY LLC$578,547$149,265,105$149,265,105
46FORTITER WEALTH MANAGEMENT, LLC$1,322,210$296,480,082$2,339,426$298,819,508
47FORTUNE WEALTH MANAGEMENT, LLC$1,155,071$252,636,239$3,789,538$256,425,777
48FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,511,019$529,400,325$2,478,406$531,878,731
50GALAPAGOS PARTNERS, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
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Showing 1 to 50 of 149 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.