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 |
|---|---|---|---|---|---|
| 1 | RGT Wealth Advisors, LLC | $1,168,347 | $4,714,561,153 | $145,762,623 | $4,860,323,776 |
| 2 | CH INVESTMENT PARTNERS, LLC | $3,111,608 | $2,751,450,579 | $823,786,993 | $3,575,237,572 |
| 3 | True North Advisors, LLC | $708,300 | $2,316,755,756 | $21,343,657 | $2,338,099,413 |
| 4 | Covenant Multi-Family Offices, LLC | $1,089,833 | $1,986,473,095 | $72,221,769 | $2,058,694,864 |
| 5 | Venturi Wealth Management, LLC | $681,442 | $1,735,590,000 | $41,610,000 | $1,777,200,000 |
| 6 | Sfmg, LLC. | $503,911 | $1,551,583,328 | $116,864,879 | $1,668,448,207 |
| 7 | Legacy One Financial Advisors, LLC | $692,965 | $1,358,374,360 | $1,222,677 | $1,359,597,037 |
| 8 | Tanglewood Wealth Management, Inc. | $1,042,339 | $1,224,748,000 | — | $1,224,748,000 |
| 9 | Durbin Bennett Private Wealth Management, LLC | $1,082,346 | $1,220,806,382 | $65,020,699 | $1,285,827,081 |
| 10 | Corda Investment Management, LLC | $497,195 | $1,195,187,987 | $47,800,000 | $1,242,987,987 |
| 11 | Wealthstreet Investment Advisors, LLC | $1,529,480 | $1,178,354,743 | $874,633 | $1,179,229,376 |
| 12 | Lee Financial Company, LLC | $685,492 | $1,177,344,720 | $5,814,456 | $1,183,159,176 |
| 13 | Austin Asset Management Co | $615,480 | $1,162,227,195 | $14,571,243 | $1,176,798,438 |
| 14 | Beaird Harris Wealth Management, LLC | $505,031 | $1,135,832,001 | $126,239,328 | $1,262,071,329 |
| 15 | The Financial Advisory Group, Inc. | $532,329 | $1,082,224,661 | — | $1,082,224,661 |
| 16 | Sather Financial Group, Inc. | $974,268 | $1,050,261,019 | — | $1,050,261,019 |
| 17 | Adell Harriman & Carpenter Inc | $575,797 | $1,032,403,916 | — | $1,032,403,916 |
| 18 | Financial Synergies Wealth Advisors, Inc. | $1,580,415 | $1,016,206,821 | — | $1,016,206,821 |
| 19 | Segment Wealth Management, LLC | $1,128,542 | $902,833,585 | — | $902,833,585 |
| 20 | Meridian Wealth Advisors, LLC | $719,557 | $839,743,048 | $33,799,718 | $873,542,766 |
| 21 | Financial Management Professionals Inc | $377,045 | $767,962,203 | $41,177,000 | $809,139,203 |
| 22 | Howard Financial Services, Ltd. | $710,052 | $746,128,761 | $16,467,244 | $762,596,005 |
| 23 | Briaud Financial Planning Inc | $368,063 | $656,995,756 | $12,510,232 | $669,505,988 |
| 24 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $534,688 | $622,756,284 | $134,896,419 | $757,652,703 |
| 25 | STRATFORD CONSULTING, LLC | $763,533 | $619,224,897 | — | $619,224,897 |
| 26 | Diesslin Group, Inc. | $526,727 | $597,114,028 | $129,769,812 | $726,883,840 |
| 27 | Franklin, Parlapiano, Turner & Welch LLC | $1,618,928 | $571,960,950 | $2,758,455 | $574,719,405 |
| 28 | Insight Wealth Partners, LLC | $234,443 | $568,561,627 | $901,312 | $569,462,939 |
| 29 | Wpwealth LLP | $381,912 | $568,479,191 | $157,534,723 | $726,013,914 |
| 30 | KMH Wealth Management, LLC | $502,440 | $558,194,093 | $11,069,873 | $569,263,966 |
| 31 | Quadcap Wealth Management, LLC | $594,229 | $553,918,075 | $4,656,747 | $558,574,822 |
| 32 | Requisite Capital Management LLC | $3,403,288 | $553,520,116 | $453,853,165 | $1,007,373,281 |
| 33 | Wealthstar Advisors, LLC | $250,807 | $539,235,828 | — | $539,235,828 |
| 34 | Cypress Point Wealth Management, LLC | $125,380 | $514,111,530 | $115,545,082 | $629,656,612 |
| 35 | Avion Wealth, LLC | $319,724 | $500,687,553 | — | $500,687,553 |
| 36 | Pin Oak Investment Advisors Inc | $755,424 | $491,780,969 | — | $491,780,969 |
| 37 | Goodman Financial Corporation | $741,916 | $488,180,731 | — | $488,180,731 |
| 38 | Archetype Wealth Partners, LLC | $647,076 | $485,954,348 | — | $485,954,348 |
| 39 | CFM Wealth Partners LLC | $816,112 | $483,033,352 | $921,150 | $483,954,502 |
| 40 | Teamwork Financial Advisors, LLC | $184,461 | $463,920,002 | — | $463,920,002 |
| 41 | Rhame & Gorrell Wealth Management, LLC | $431,518 | $451,368,034 | — | $451,368,034 |
| 42 | Lauterbach Financial Advisors, LLC | $492,014 | $450,573,553 | $1,094,871 | $451,668,424 |
| 43 | Ackerman Capital Advisors, LLC | $918,020 | $434,278,331 | $30,239,912 | $464,518,243 |
| 44 | Paragon Advisors, L.L.C. | $328,963 | $428,638,893 | — | $428,638,893 |
| 45 | Waterway Wealth Management, L.L.C. | $379,318 | $421,422,639 | — | $421,422,639 |
| 46 | Jojenco Holdings, LLC | $317,333 | $419,831,406 | — | $419,831,406 |
| 47 | Harrell Investment Partners, LLC | $607,728 | $412,631,294 | $12,778,631 | $425,409,925 |
| 48 | HFG Wealth Management, LLC | $1,317,515 | $409,044,003 | $40,228,782 | $449,272,785 |
| 49 | Steward Financial Group, LLC | $488,853 | $407,703,080 | — | $407,703,080 |
| 50 | The Watchman Group, Inc. | $548,161 | $400,705,711 | — | $400,705,711 |
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.
