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
51Lifeway Financial Corporation$583,185$239,105,720$239,105,720
52Stone Asset Management, Inc.$1,079,366$242,087,219$2,928,824$245,016,043
53KM Capital Management, Ltd.$891,130$202,742,961$42,317,653$245,060,614
54Schubert & Company, Inc.$547,997$245,502,447$245,502,447
55Camden Wealth Advisors LLC$490,461$244,264,976$3,908,441$248,173,417
56TL Private Wealth LLC$468,857$255,058,004$255,058,004
57Oliphint Associates LLC$515,282$258,671,675$258,671,675
58Trinity Legacy Partners, LLC$501,099$244,733,810$37,384,909$282,118,719
59Financial Life Advisors LLC$425,754$229,517,682$54,886,134$284,403,816
60Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
61Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
62Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
63Fortune Wealth Management, LLC$1,294,254$287,909,432$2,003,568$289,913,000
64Beacon Financial Advisors Ltd$522,439$286,273,293$5,247,514$291,520,807
65Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
66Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
67Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
68Horizon Advisors, LLC$485,307$267,787,635$34,073,590$301,861,225
69Fruth Investment Management$749,910$303,572,366$891,168$304,463,534
70Garner Asset Management Corporation$799,488$312,434,494$964,772$313,399,266
71Tanglewood Legacy Advisors, LLC$765,777$298,448,354$17,051,971$315,500,325
72New Capital Management, Lp$3,291,875$293,020,000$23,000,000$316,020,000
73Roth Financial Partners LLC$505,876$316,172,571$316,172,571
74LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
75Fortiter Wealth Management, LLC$1,991,059$324,289,830$2,243,926$326,533,756
76McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
77Allred Capital Management, LLC$403,224$340,465,128$13,969,090$354,434,218
78Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
79William Madison Advisors, Inc.$681,762$357,925,283$357,925,283
80Investment Advisory Services, Inc$450,275$364,722,816$364,722,816
81Clare Market Investments, LLC$591,428$370,234,000$370,234,000
82Matthew Goff Investment Advisor, LLC$719,785$366,957,904$15,248,078$382,205,982
83WJ Interests, LLC$523,312$390,391,000$390,391,000
84Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
85The Watchman Group, Inc.$548,161$400,705,711$400,705,711
86Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
87Steward Financial Group, LLC$488,853$407,703,080$407,703,080
88Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
89Waterway Wealth Management, L.L.C.$379,318$421,422,639$421,422,639
90Harrell Investment Partners, LLC$607,728$412,631,294$12,778,631$425,409,925
91Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
92HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
93Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
94Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
95FCA Corp$691,452$400,081,062$52,128,867$452,209,929
96Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
97Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
98CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
99Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
100Goodman Financial Corporation$741,916$488,180,731$488,180,731
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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.