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
    101WEALTH COVENANT GROUP LLC$888,424$276,300,000$276,300,000
    102SILICON HILLS WEALTH MANAGEMENT$461,838$271,037,498$2,370,510$273,408,008
    103LIFEWAY FINANCIAL CORPORATION$678,544$271,417,780$271,417,780
    104ENZI WEALTH$379,409$262,457,661$5,784,619$268,242,280
    105KM CAPITAL MANAGEMENT, LTD.$940,289$192,969,182$72,192,201$265,161,383
    106HERITAGE FINANCIAL PLANNING$520,828$262,497,085$262,497,085
    107HAVEN WEALTH GROUP$403,820$260,867,459$260,867,459
    108THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305$253,778,305
    109PATRON PARTNERS, LLC$426,227$244,505,837$8,246,816$252,752,653
    110TRUE FINANCIAL GROUP$141,972$252,000,000$252,000,000
    111CONSILIUM WEALTH ADVISORY, LLC$510,762$247,719,618$247,719,618
    112WHITEROCK WEALTH MANAGEMENT CO.$692,051$202,207,676$39,318,066$241,525,742
    113TRISPERITY ADVISORS, LLC$341,028$236,472,231$2,247,464$238,719,695
    114M.C. BYRD WEALTH MANAGEMENT, LLC$270,484$184,284,080$53,471,206$237,755,286
    115MCDONALD CAPITAL MANAGEMENT$676,481$233,385,998$233,385,998
    116IRONBRIDGE PRIVATE WEALTH, LLC$649,004$231,677,647$665,901$232,343,548
    117BONNER & SMITH, LLC$247,137$229,343,130$229,343,130
    118STEGENT EQUITY ADVISORS INC.$571,534$225,147,361$1,751,490$226,898,851
    119FORTHRIGHT FAMILY WEALTH ADVISORY LLC$1,345,688$223,384,150$223,384,150
    120FOCUS WEALTH ADVISORS, LLC$614,313$217,083,128$3,455,086$220,538,214
    121HERITAGE WEALTH MANAGEMENT$437,966$208,548,000$10,435,140$218,983,140
    122KEENER FINANCIAL PLANNING$494,674$212,457,431$2,725,966$215,183,397
    123EQUISTAR WEALTH MANAGEMENT LLC$691,488$202,862,688$2,509,256$205,371,944
    124FOUNDERS CAPITAL MANAGEMENT INC$1,640,985$205,123,133$205,123,133
    125CAERUS INVESTMENT ADVISORS, LLC$561,612$149,010,444$55,416,430$204,426,874
    126THE PERSONAL WEALTH COACH$248,772$199,266,555$199,266,555
    127STARFOX FINANCIAL SERVICES, LLC$323,887$162,381,500$35,513,349$197,894,849
    128BEST INVEST$151,291$195,512,437$560,554$196,072,991
    129PARKER FINANCIAL ADVISORS LLC$580,966$194,796,490$408,022$195,204,512
    130FINANCIAL GRAVITY ASSET MANAGEMENT, INC.$167,691$192,676,571$192,676,571
    131HERITAGE RETIREMENT ADVISORS, LLC$593,236$191,615,164$191,615,164
    132TEAM FINANCIAL STRATEGIES$207,043$176,697,136$9,641,664$186,338,800
    133THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
    134PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553$170,661,553
    135MARTIN CAPITAL ADVISORS, LLP$1,382,583$168,737,906$1,319,833$170,057,739
    136WISDOM INDEX ADVISORS$281,301$169,343,106$169,343,106
    137J.K. FINANCIAL, INC.$438,182$168,700,000$168,700,000
    138KEENE & DORCHAK$541,242$166,262,698$1,522,228$167,784,926
    139MILLER GLOBAL INVESTMENTS, L.L.C.$1,017,134$164,775,737$164,775,737
    140SECURE FINANCIAL MANAGEMENT$530,318$164,398,425$164,398,425
    141STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933$163,436,933
    142PALADINI FINANCIAL ADVISORS, LLC$307,417$162,008,884$162,008,884
    143PARROTT WEALTH MANAGEMENT, LLC$469,752$161,125,000$161,125,000
    144LAKE HILLS WEALTH MANAGEMENT, LLC$231,796$160,866,640$160,866,640
    145PIONEER WEALTH MANAGEMENT GROUP, INC$154,229$154,000,000$1,000,000$155,000,000
    146J.E. SIMMONS & CO., P.C.$429,592$153,794,049$153,794,049
    147STRATEGIC ADVISORY SERVICES, L.L.C.$404,380$152,855,585$152,855,585
    148CHRISTIAN FINANCIAL ADVISORS$188,731$149,475,097$149,475,097
    149STOWE FINANCIAL PLANNING, L.L.C.$534,632$145,420,000$145,420,000
    150BIRD ROCK ASSET MANAGEMENT, LP$365,350$137,652,464$7,026,141$144,678,605
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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 Research.

    Reprints: For reprints of these rankings, please contact Caroline Murphy.

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.