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

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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 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.