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
101J.K. Financial, Inc.$432,723$165,300,000$165,300,000
102Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
103Investment Advisory Services, Inc$450,275$364,722,816$364,722,816
104Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
105Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
106Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
107Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
108Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
109Brazos Capital, LLC$414,096$113,462,403$113,462,403
110Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
111Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
112Avion Wealth, LLC$319,724$500,687,553$500,687,553
113STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
114Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
115The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
116Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
117Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
118Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
119Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
120Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
121Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
122Financial Innovations LLC$258,129$144,552,134$144,552,134
123Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
124Goodman Financial Corporation$741,916$488,180,731$488,180,731
125The Wealth Coach, LLC$212,401$165,673,082$165,673,082
126William Madison Advisors, Inc.$681,762$357,925,283$357,925,283
127Steward Financial Group, LLC$488,853$407,703,080$407,703,080
128Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
129Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
130Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
131Forthright Family Wealth Advisory LLC$1,041,335$181,192,305$181,192,305
132Clare Market Investments, LLC$591,428$370,234,000$370,234,000
133Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
134WJ Interests, LLC$523,312$390,391,000$390,391,000
135Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
136Lifeway Financial Corporation$583,185$239,105,720$239,105,720
137Heritage Wealth Management, Inc.$396,671$184,451,942$184,451,942
138Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
139Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
140TL Private Wealth LLC$468,857$255,058,004$255,058,004
141Oliphint Associates LLC$515,282$258,671,675$258,671,675
142Waterway Wealth Management, L.L.C.$379,318$421,422,639$421,422,639
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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.