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
101Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
102Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
103Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
104CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
105Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
106Goodman Financial Corporation$741,916$488,180,731$488,180,731
107Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
108Avion Wealth, LLC$319,724$500,687,553$500,687,553
109Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
110Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
111Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
112Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
113KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
114Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
115Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
116Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
117Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
118STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
119RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
120Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
121Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
122Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
123Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
124Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
125Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
126Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
127Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
128The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
129Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
130Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
131Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
132Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
133Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
134Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
135Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
136Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
137Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
138Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
139Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
140True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
141CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
142RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
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Showing 101 to 142 of 142 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 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.