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
51HFP Wealth Management, LLC$409,565$217,764,115$124,407$217,888,522
52Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
53The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
54T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
55Financial Life Advisors LLC$425,754$229,517,682$54,886,134$284,403,816
56Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
57Lifeway Financial Corporation$583,185$239,105,720$239,105,720
58Stone Asset Management, Inc.$1,079,366$242,087,219$2,928,824$245,016,043
59Camden Wealth Advisors LLC$490,461$244,264,976$3,908,441$248,173,417
60Trinity Legacy Partners, LLC$501,099$244,733,810$37,384,909$282,118,719
61Schubert & Company, Inc.$547,997$245,502,447$245,502,447
62TL Private Wealth LLC$468,857$255,058,004$255,058,004
63Oliphint Associates LLC$515,282$258,671,675$258,671,675
64Horizon Advisors, LLC$485,307$267,787,635$34,073,590$301,861,225
65Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
66Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
67Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
68Beacon Financial Advisors Ltd$522,439$286,273,293$5,247,514$291,520,807
69Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
70Fortune Wealth Management, LLC$1,294,254$287,909,432$2,003,568$289,913,000
71Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
72Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
73Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
74New Capital Management, Lp$3,291,875$293,020,000$23,000,000$316,020,000
75Tanglewood Legacy Advisors, LLC$765,777$298,448,354$17,051,971$315,500,325
76Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
77Fruth Investment Management$749,910$303,572,366$891,168$304,463,534
78Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
79Garner Asset Management Corporation$799,488$312,434,494$964,772$313,399,266
80Roth Financial Partners LLC$505,876$316,172,571$316,172,571
81LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
82Fortiter Wealth Management, LLC$1,991,059$324,289,830$2,243,926$326,533,756
83Allred Capital Management, LLC$403,224$340,465,128$13,969,090$354,434,218
84Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
85McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
86William Madison Advisors, Inc.$681,762$357,925,283$357,925,283
87Investment Advisory Services, Inc$450,275$364,722,816$364,722,816
88Matthew Goff Investment Advisor, LLC$719,785$366,957,904$15,248,078$382,205,982
89Clare Market Investments, LLC$591,428$370,234,000$370,234,000
90WJ Interests, LLC$523,312$390,391,000$390,391,000
91Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
92FCA Corp$691,452$400,081,062$52,128,867$452,209,929
93The Watchman Group, Inc.$548,161$400,705,711$400,705,711
94Steward Financial Group, LLC$488,853$407,703,080$407,703,080
95HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
96Harrell Investment Partners, LLC$607,728$412,631,294$12,778,631$425,409,925
97Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
98Waterway Wealth Management, L.L.C.$379,318$421,422,639$421,422,639
99Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
100Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
« Previous PageNext Page »

Showing 51 to 100 of 142 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 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.