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
1Archer Investment Management, LLC$218,991$125,481,719$125,481,719
2T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
3Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
4Haven Wealth Group LLC$397,708$215,160,111$215,160,111
5Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
6The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
7LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
8Centered Wealth, LLC$605,419$115,635,029$115,635,029
9Bonner & Smith, LLC$851,370$202,626,111$202,626,111
10McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
11Schubert & Company, Inc.$547,997$245,502,447$245,502,447
12The Watchman Group, Inc.$548,161$400,705,711$400,705,711
13Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
14Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
15Roth Financial Partners LLC$505,876$316,172,571$316,172,571
16Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
17D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
18Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
19Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
20Patron Partners, LLC$414,324$207,576,132$207,576,132
21J.K. Financial, Inc.$432,723$165,300,000$165,300,000
22Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
23Investment Advisory Services, Inc$450,275$364,722,816$364,722,816
24Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
25Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
26Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
27Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
28Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
29Brazos Capital, LLC$414,096$113,462,403$113,462,403
30Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
31Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
32Avion Wealth, LLC$319,724$500,687,553$500,687,553
33STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
34Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
35The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
36Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
37Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
38Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
39Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
40Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
41Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
42Financial Innovations LLC$258,129$144,552,134$144,552,134
43Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
44Goodman Financial Corporation$741,916$488,180,731$488,180,731
45The Wealth Coach, LLC$212,401$165,673,082$165,673,082
46William Madison Advisors, Inc.$681,762$357,925,283$357,925,283
47Steward Financial Group, LLC$488,853$407,703,080$407,703,080
48Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
49Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
50Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
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Showing 1 to 50 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.