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
1RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
2CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
3First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
4True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
5Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
6Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
7Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
8Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
9Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
10Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
11Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
12Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
13Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
14Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
15Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
16Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
17The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
18Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
19Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
20Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
21Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
22Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
23Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
24Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
25Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
26RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
27Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
28Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
29Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
30Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
31Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
32Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
33Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
34STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
35Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
36Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
37KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
38Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
39Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
40Avion Wealth, LLC$319,724$500,687,553$500,687,553
41Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
42Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
43Goodman Financial Corporation$741,916$488,180,731$488,180,731
44Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
45CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
46Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
47Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
48FCA Corp$691,452$400,081,062$52,128,867$452,209,929
49Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
50Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
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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.