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
1BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
2Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
3First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
4SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
5Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
6Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
7Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
8Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
9Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
10Brazos Capital, LLC$414,096$113,462,403$113,462,403
11Centered Wealth, LLC$605,419$115,635,029$115,635,029
12Keene & Associates, Inc.$447,794$123,899,854$586,826$124,486,680
13Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
14Archer Investment Management, LLC$218,991$125,481,719$125,481,719
15Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
16D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
17J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
18Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
19Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
20MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
21The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
22Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
23Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
24Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
25Financial Innovations LLC$258,129$144,552,134$144,552,134
26Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
27Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
28Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
29J.K. Financial, Inc.$432,723$165,300,000$165,300,000
30The Wealth Coach, LLC$212,401$165,673,082$165,673,082
31Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
32Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
33Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
34Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
35Forthright Family Wealth Advisory LLC$1,041,335$181,192,305$181,192,305
36Heritage Wealth Management, Inc.$396,671$184,451,942$184,451,942
37Whiterock Wealth Management Co.$608,631$185,055,912$33,442,466$218,498,378
38Helen Stephens Group, LLC$346,937$185,087,838$1,217,210$186,305,048
39Keener Financial Planning, LLC$504,786$185,239,753$6,074,199$191,313,952
40Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
41Mills Wealth Advisors, LLC$189,344$192,762,340$28,959,407$221,721,747
42Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
43Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
44Bonner & Smith, LLC$851,370$202,626,111$202,626,111
45KM Capital Management, Ltd.$891,130$202,742,961$42,317,653$245,060,614
46Islay Capital Management, LLC$612,733$206,294,283$2,034,898$208,329,181
47Patron Partners, LLC$414,324$207,576,132$207,576,132
48Stegent Equity Advisors Inc.$558,035$210,360,299$1,693,009$212,053,308
49Silicon Hills Wealth Management, LLC$390,436$211,172,061$2,786,601$213,958,662
50Haven Wealth Group LLC$397,708$215,160,111$215,160,111
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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.