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
1Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
2Allred Capital Management, Llc$324,155$270,491,000$15,738,000$286,229,000
3Archetype Wealth Partners, Llc$378,463$203,366,710$36,578,618$239,945,328
4Aspen Wealth Management$602,716$106,516,340$767,101$107,283,441
5Atlas Wealth Advisors Llc$462,824$257,080,379$25,705,329$282,785,708
6Austin Asset$505,195$834,645,549$11,051,117$845,696,666
7Barnett Financial, Inc.$341,787$169,184,728$169,184,728
8Beacon Financial Advisors Ltd$406,708$240,620,134$6,251,427$246,871,561
9Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
10Best Invest$137,242$101,147,237$101,147,237
11Bird Rock Asset Management, Lp$542,190$74,916,947$104,547,914$179,464,861
12Bonner & Smith, Llc$184,307$156,108,087$156,108,087
13Briaud Financial Advisors$285,053$537,489,590$10,666,430$548,156,020
14Camden Wealth Advisors Llc$399,762$173,650,248$3,044,610$176,694,858
15Carter Asset Management$530,498$268,431,902$268,431,902
16Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
17Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
18Clare Market Investments, Llc$425,773$165,200,000$165,200,000
19Clear Rock Advisors, Llc$1,355,715$233,182,955$233,182,955
20Clintsman Financial Planning$276,496$302,763,478$302,763,478
21Concorde Investment Management$1,424,339$114,285,307$48,089,294$162,374,601
22Corda Investment Management, Llc$397,037$1,034,000,000$38,000,000$1,072,000,000
24Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
25Cypress Point Wealth Management, Llc$3,748,172$607,844,523$44,337,475$652,181,998
26David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
27Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
28Doliver Advisors, L.P.$1,448,325$433,049,189$433,049,189
29Durbin Bennett Private Wealth Management, Llc$932,177$1,000,716,615$44,253,479$1,044,970,094
30Early Mcclintic & Mcmillan, Llp$344,314$202,346,282$134,737,272$337,083,554
31Efficient Wealth Management, Llc$1,774,940$374,512,442$374,512,442
32Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
33Engrave Wealth Partners, Llc$337,509$124,878,411$124,878,411
34Equistar Wealth Management Llc$559,531$137,085,190$137,085,190
35Eubank, Hutson & Associates, Llc$206,627$109,512,142$109,512,142
36Fca Corp$762,556$382,046,084$52,611,088$434,657,172
37Financial Life Advisors$318,920$154,132,503$39,770,881$193,903,384
38Financial Synergies$458,337$768,630,676$768,630,676
39Fmp Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
40Focus Wealth Advisors, Llc$326,538$121,909,505$2,828,091$124,737,596
41Fortiter Wealth Management, Llc$1,345,164$242,695,948$3,469,038$246,164,986
42Fortune Wealth Management, Llc$1,121,160$228,259,998$3,820,098$232,080,096
43Franklin, Parlapiano, Turner & Welch Llc$1,240,738$458,224,755$2,088,983$460,313,738
44Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
46Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
47Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
48Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
49Harrell Investment Partners, Llc$442,509$326,953,188$9,353,523$336,306,711
50Haven Wealth Group$296,304$141,337,039$141,337,039
Next Page »

Showing 1 to 50 of 146 entries

Page 1 | 2 | 3

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.