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
1Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
2Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
3Allred Capital Management, LLC$403,224$340,465,128$13,969,090$354,434,218
4Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
5Apeiron Ria LLC$213,490$364,000,000$364,000,000
6Archer Investment Management, LLC$218,991$125,481,719$125,481,719
7Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
8Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
9Austin Private Wealth, LLC$220,732$576,380,509$2,599,974$578,980,483
10Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
11Avion Wealth, LLC$319,724$500,687,553$500,687,553
12Beacon Financial Advisors Ltd$522,439$286,273,293$5,247,514$291,520,807
13Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
14Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
15BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
16Bonner & Smith, LLC$851,370$202,626,111$202,626,111
17Brazos Capital, LLC$414,096$113,462,403$113,462,403
18Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
19Camden Wealth Advisors LLC$490,461$244,264,976$3,908,441$248,173,417
20Centered Wealth, LLC$605,419$115,635,029$115,635,029
21CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
22CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
23Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
24Christian Investment Advisors, Inc.$102,162$114,727,735$114,727,735
25Clare Market Investments, LLC$591,428$370,234,000$370,234,000
26Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
27Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
28Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
29Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
30Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
31Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
32Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
33Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
34Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
35D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
36Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
37Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
38Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
39Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
40Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
41Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
42Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
43FCA Corp$691,452$400,081,062$52,128,867$452,209,929
44Fearless Solutions LLC$162,451$162,612,980$162,612,980
45Financial Innovations LLC$258,129$144,552,134$144,552,134
46Financial Life Advisors LLC$425,754$229,517,682$54,886,134$284,403,816
47Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
48Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
49First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
50Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
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Showing 1 to 50 of 171 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 Carline Murphy.

*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.