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
51Keener Financial Planning, LLC$504,786$185,239,753$6,074,199$191,313,952
52Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
53Beacon Financial Advisors Ltd$522,439$286,273,293$5,247,514$291,520,807
54Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
55Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
56Camden Wealth Advisors LLC$490,461$244,264,976$3,908,441$248,173,417
57Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
58Stone Asset Management, Inc.$1,079,366$242,087,219$2,928,824$245,016,043
59MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
60Silicon Hills Wealth Management, LLC$390,436$211,172,061$2,786,601$213,958,662
61Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
62Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
63Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
64Fortiter Wealth Management, LLC$1,991,059$324,289,830$2,243,926$326,533,756
65Islay Capital Management, LLC$612,733$206,294,283$2,034,898$208,329,181
66Fortune Wealth Management, LLC$1,294,254$287,909,432$2,003,568$289,913,000
67Stegent Equity Advisors Inc.$558,035$210,360,299$1,693,009$212,053,308
68Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
69Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
70Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
71Helen Stephens Group, LLC$346,937$185,087,838$1,217,210$186,305,048
72Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
73Garner Asset Management Corporation$799,488$312,434,494$964,772$313,399,266
74CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
75Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
76Fruth Investment Management$749,910$303,572,366$891,168$304,463,534
77Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
78Keene & Associates, Inc.$447,794$123,899,854$586,826$124,486,680
79HFP Wealth Management, LLC$409,565$217,764,115$124,407$217,888,522
80Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
81Archer Investment Management, LLC$218,991$125,481,719$125,481,719
82T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
83Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
84Haven Wealth Group LLC$397,708$215,160,111$215,160,111
85Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
86The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
87LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
88Centered Wealth, LLC$605,419$115,635,029$115,635,029
89Bonner & Smith, LLC$851,370$202,626,111$202,626,111
90McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
91Schubert & Company, Inc.$547,997$245,502,447$245,502,447
92The Watchman Group, Inc.$548,161$400,705,711$400,705,711
93Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
94Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
95Roth Financial Partners LLC$505,876$316,172,571$316,172,571
96Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
97D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
98Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
99Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
100Patron Partners, LLC$414,324$207,576,132$207,576,132
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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.