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
101Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
102Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
103Avion Wealth, LLC$319,724$500,687,553$500,687,553
104Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
105Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
106KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
107Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
108Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
109STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
110Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
111Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
112Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
113Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
114Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
115Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
116Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
117RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
118Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
119Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
120Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
121Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
122Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
123Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
124Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
125Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
126The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
127Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
128Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
129Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
130Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
131Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
132Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
133Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
134Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
135Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
136Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
137Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
138Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
139True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
140First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
141CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
142RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
« Previous Page

Showing 101 to 142 of 142 entries

Page 1 | 2 | 3

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.