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 |
|---|---|---|---|---|---|
| 1 | Cypress Point Wealth Management, LLC | $125,380 | $514,111,530 | $115,545,082 | $629,656,612 |
| 2 | Truefg, LLC | $149,750 | $178,600,000 | $1,400,000 | $180,000,000 |
| 3 | Riley Wealth Advisors, LLC | $151,325 | $125,600,000 | — | $125,600,000 |
| 4 | J. Team Financial, Inc. | $154,132 | $128,302,136 | $6,409,482 | $134,711,618 |
| 5 | D.R. Saur Financial, Inc. | $174,138 | $126,250,191 | — | $126,250,191 |
| 6 | Lucien Stirling & Gray Advisory Group Inc | $175,039 | $124,893,764 | $48,569,797 | $173,463,561 |
| 7 | Teamwork Financial Advisors, LLC | $184,461 | $463,920,002 | — | $463,920,002 |
| 8 | Hutto Retirement Advisors, LLC | $184,879 | $149,012,760 | — | $149,012,760 |
| 9 | Mills Wealth Advisors, LLC | $189,344 | $192,762,340 | $28,959,407 | $221,721,747 |
| 10 | The Wealth Coach, LLC | $212,401 | $165,673,082 | — | $165,673,082 |
| 11 | Archer Investment Management, LLC | $218,991 | $125,481,719 | — | $125,481,719 |
| 12 | Eubank, Hutson & Associates, LLC | $229,696 | $128,399,812 | — | $128,399,812 |
| 13 | Insight Wealth Partners, LLC | $234,443 | $568,561,627 | $901,312 | $569,462,939 |
| 14 | Imperium Wealth Management, LLC | $242,402 | $128,587,046 | $22,914,284 | $151,501,330 |
| 15 | Wealthstar Advisors, LLC | $250,807 | $539,235,828 | — | $539,235,828 |
| 16 | McElhenny Sheffield Capital Management, LLC | $252,874 | $347,196,579 | — | $347,196,579 |
| 17 | Financial Innovations LLC | $258,129 | $144,552,134 | — | $144,552,134 |
| 18 | Amicus Financial Advisors, LLC | $261,563 | $288,340,568 | $1,470,914 | $289,811,482 |
| 19 | The Rudd Company, LLC | $273,407 | $133,407,934 | $18,059,648 | $151,467,582 |
| 20 | Grunden Financial Advisory, Inc. | $286,224 | $286,796,156 | — | $286,796,156 |
| 21 | Strategic Financial Planning, Inc. | $292,607 | $142,499,777 | — | $142,499,777 |
| 22 | MURPHY & SYLVEST | $310,854 | $129,602,314 | $2,821,507 | $132,423,821 |
| 23 | Bird Rock Asset Management, Lp. | $316,955 | $113,019,352 | $5,204,988 | $118,224,340 |
| 24 | Jojenco Holdings, LLC | $317,333 | $419,831,406 | — | $419,831,406 |
| 25 | Trisperity Advisors, LLC | $317,679 | $200,903,704 | $2,410,642 | $203,314,346 |
| 26 | Avion Wealth, LLC | $319,724 | $500,687,553 | — | $500,687,553 |
| 27 | Paragon Advisors, L.L.C. | $328,963 | $428,638,893 | — | $428,638,893 |
| 28 | Helen Stephens Group, LLC | $346,937 | $185,087,838 | $1,217,210 | $186,305,048 |
| 29 | Clear Sky Financial, Lp | $366,122 | $105,443,079 | — | $105,443,079 |
| 30 | Briaud Financial Planning Inc | $368,063 | $656,995,756 | $12,510,232 | $669,505,988 |
| 31 | Financial Management Professionals Inc | $377,045 | $767,962,203 | $41,177,000 | $809,139,203 |
| 32 | Waterway Wealth Management, L.L.C. | $379,318 | $421,422,639 | — | $421,422,639 |
| 33 | Wpwealth LLP | $381,912 | $568,479,191 | $157,534,723 | $726,013,914 |
| 34 | Cultivar Capital, Inc. | $383,217 | $285,496,935 | — | $285,496,935 |
| 35 | Silicon Hills Wealth Management, LLC | $390,436 | $211,172,061 | $2,786,601 | $213,958,662 |
| 36 | Heritage Wealth Management, Inc. | $396,671 | $184,451,942 | — | $184,451,942 |
| 37 | Haven Wealth Group LLC | $397,708 | $215,160,111 | — | $215,160,111 |
| 38 | Allred Capital Management, LLC | $403,224 | $340,465,128 | $13,969,090 | $354,434,218 |
| 39 | HFP Wealth Management, LLC | $409,565 | $217,764,115 | $124,407 | $217,888,522 |
| 40 | Brazos Capital, LLC | $414,096 | $113,462,403 | — | $113,462,403 |
| 41 | Patron Partners, LLC | $414,324 | $207,576,132 | — | $207,576,132 |
| 42 | Roserock Wealth Management, LLC | $414,729 | $98,000,000 | $9,000,000 | $107,000,000 |
| 43 | Financial Life Advisors LLC | $425,754 | $229,517,682 | $54,886,134 | $284,403,816 |
| 44 | Rhame & Gorrell Wealth Management, LLC | $431,518 | $451,368,034 | — | $451,368,034 |
| 45 | J.K. Financial, Inc. | $432,723 | $165,300,000 | — | $165,300,000 |
| 46 | Keene & Associates, Inc. | $447,794 | $123,899,854 | $586,826 | $124,486,680 |
| 47 | Investment Advisory Services, Inc | $450,275 | $364,722,816 | — | $364,722,816 |
| 48 | TL Private Wealth LLC | $468,857 | $255,058,004 | — | $255,058,004 |
| 49 | Focus Wealth Advisors, LLC | $470,232 | $190,255,321 | $3,010,158 | $193,265,479 |
| 50 | Paratus Financial, Inc. | $474,266 | $221,642,213 | $1,585,311,161 | $1,806,953,374 |
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.
