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
1Adell Harriman & Carpenter$542,804$921,138,152$921,138,152
2Aspen Wealth Management$303,932$138,050,665$2,061,985$140,112,650
3Atlas Wealth Advisors Llc$173,451$294,000,000$294,000,000
4Austin Asset$562,611$1,021,522,641$18,181,628$1,039,704,269
5Austin Private Wealth, Llc$217,800$422,425,422$11,650,156$434,075,578
6Autumn Lane Advisors, Llc$2,347,249$293,305,000$272,382,000$565,687,000
7Avion Wealth$283,123$450,732,597$450,732,597
8Barnett Financial, Inc.$424,557$193,173,269$193,173,269
9Beacon Financial Advisors Ltd$2,509,091$271,400,000$4,600,000$276,000,000
10Best Invest$167,340$130,525,531$130,525,531
11Bird Rock Asset Management, Lp$279,246$87,682,966$13,124,764$100,807,730
12Bonner & Smith, Llc$672,851$156,101,442$156,101,442
13Briaud Financial Advisors$313,678$582,770,489$11,021,437$593,791,926
14Camden Wealth Advisors Llc$1,708,816$206,637,644$3,546,664$210,184,308
15Cfm Wealth Partners Llc$718,016$429,016,854$356,436$429,373,290
16Ch Investment Partners, Llc$3,111,608$2,751,450,579$823,786,993$3,575,237,572
17Chilton Capital Management Llc$967,375$1,593,951,090$1,250,340$1,595,201,430
18Clare Market Investments, Llc$470,492$229,600,000$229,600,000
19Clear Rock Advisors, Llc$499,917$222,262,881$11,698,046$233,960,927
20Clintsman Financial Planning$299,237$361,477,806$361,477,806
21Concorde Investment Management$1,768,180$144,564,257$53,471,868$198,036,125
22Covenant$1,028,460$1,760,738,251$53,465,890$1,814,204,141
23Cypress Point Wealth Management, Llc$110,225$599,298,417$89,940,649$689,239,066
24D.R. Saur Financial, Inc.$324,045$110,175,327$110,175,327
25Daniels & Erickson Financial Advisors, Llc$742,143$106,126,443$106,126,443
26Diesslin Group, Inc.$486,124$573,937,988$231,082,536$805,020,524
27Durbin Bennett Private Wealth Management, Llc$863,151$1,160,444,136$49,692,962$1,210,137,098
28Early Mcclintic & Mcmillan, Llp$361,966$217,854,002$146,284,234$364,138,236
29Engrave Wealth Partners, Llc$400,834$190,138,964$2,261,240$192,400,204
30Equistar Wealth Management Llc$603,492$158,115,003$158,115,003
31Fca Corp$812,165$396,647,276$39,485,170$436,132,446
32Financial Life Advisors$347,354$190,450,323$41,582,449$232,032,772
33Fmp Wealth Advisers$327,183$670,870,000$55,803,000$726,673,000
34Focus Wealth Advisors, Llc$523,167$175,500,000$2,900,000$178,400,000
35Forthright Family Wealth Advisory Llc$578,547$149,265,105$149,265,105
36Fortiter Wealth Management, Llc$1,322,210$296,480,082$2,339,426$298,819,508
37Fortune Wealth Management, Llc$1,155,071$252,636,239$3,789,538$256,425,777
38Franklin, Parlapiano, Turner & Welch Llc$1,511,019$529,400,325$2,478,406$531,878,731
39Frontier Investment Management Co$716,556$3,286,843,011$3,286,843,011
40Fulcrumeq$134,878$243,589,380$243,589,380
41Galapagos Partners, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
42Goodman Financial Corporation$1,957,319$448,226,070$448,226,070
43Grunden Financial Advisory, Inc.$194,604$182,538,120$182,538,120
44Harrell Investment Partners, Llc$607,434$371,292,985$5,923,622$377,216,607
45Haven Wealth Group$347,023$174,552,792$174,552,792
46Heritage Retirement Advisors, Llc$449,977$136,343,014$136,343,014
47Heritage Wealth Management$372,643$165,080,862$165,080,862
48Hfg Wealth Management, Llc$314,275$367,926,272$2,918,030$370,844,302
49Horizon Wealth Advisors$440,480$229,005,580$36,163,351$265,168,931
50Howard Financial Services, Ltd.$464,523$644,850,086$56,579,580$701,429,666
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Showing 1 to 50 of 122 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 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.