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
2Archetype Wealth Partners, LLC$378,463$203,366,710$36,578,618$239,945,328
3Atlas Wealth Advisors LLC$462,824$257,080,379$25,705,329$282,785,708
4Austin Asset$505,195$834,645,549$11,051,117$845,696,666
5Barnett Financial, Inc.$341,787$169,184,728$169,184,728
6Beacon Financial Advisors Ltd.$406,708$240,620,134$6,251,427$246,871,561
7Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
8Bird Rock Asset Management, LP$542,190$74,916,947$104,547,914$179,464,861
9Bonner & Smith$184,307$156,108,087$156,108,087
10Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
11Camden Wealth Advisors LLC$399,762$173,650,248$3,044,610$176,694,858
12Carter Asset Management$530,498$268,431,902$268,431,902
13Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
14Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
15Clear Rock Advisors, LLC$1,185,959$187,381,570$187,381,570
16Clintsman Financial Planning$276,496$302,763,478$302,763,478
17Concorde Investment Management$1,424,339$114,285,307$48,089,294$162,374,601
18Corda Investment Management, LLC$397,037$1,034,000,000$38,000,000$1,072,000,000
19Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
20Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
21Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
22David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
23Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
24Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
25Early McClintic & McMillan, LLP$344,314$202,346,282$134,737,272$337,083,554
26Efficient Wealth Management, LLC$1,774,940$374,512,442$374,512,442
27Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
28Equistar Wealth Management LLC$559,531$137,085,190$137,085,190
29Eubank, Hutson & Associates, LLC$206,627$109,512,142$109,512,142
30FCA Corp$762,556$382,046,084$52,611,088$434,657,172
31Financial Synergies$458,337$768,630,676$768,630,676
32FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
33Focus Wealth Advisors$326,538$121,909,505$2,828,091$124,737,596
34Fortiter Wealth Management$1,345,164$242,695,948$3,469,038$246,164,986
35Fortune Wealth Management, LLC$1,121,160$228,259,998$3,820,098$232,080,096
36Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
37Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
38Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
39Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
40Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
41Haven Wealth Group$296,304$141,337,039$141,337,039
42Heritage Financial Planning$391,832$157,516,524$157,516,524
43Heritage Retirement Advisors, LLC$118,195$121,859,323$121,859,323
44Heritage Wealth Management$336,396$133,885,505$133,885,505
45HFG Wealth Management$284,800$312,125,879$2,577,829$314,703,708
46Horizon Advisors$407,582$209,855,314$26,134,659$235,989,973
47Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
48Imperium Wealth Management, LLC$217,547$97,198,284$11,792,857$108,991,141
49Insight Wealth Partners$182,399$330,871,329$911,790$331,783,119
50Jasper Ridge Partners$500,041,890$19,288,071,368$713,604,226$20,001,675,594
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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.

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