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
1Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
2First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
3LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
4Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
5New Capital Management, Lp$3,291,875$293,020,000$23,000,000$316,020,000
6CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
7Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
8Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
9Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
10Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
11Fortiter Wealth Management, LLC$1,991,059$324,289,830$2,243,926$326,533,756
12Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
13SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
14Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
15Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
16Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
17Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
18Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
19HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
20Fortune Wealth Management, LLC$1,294,254$287,909,432$2,003,568$289,913,000
21Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
22RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
23Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
24T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
25Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
26Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
27Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
28Stone Asset Management, Inc.$1,079,366$242,087,219$2,928,824$245,016,043
29Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
30Forthright Family Wealth Advisory LLC$1,041,335$181,192,305$181,192,305
31The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
32Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
33Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
34Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
35KM Capital Management, Ltd.$891,130$202,742,961$42,317,653$245,060,614
36Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
37Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
38Bonner & Smith, LLC$851,370$202,626,111$202,626,111
39CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
40Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
41Garner Asset Management Corporation$799,488$312,434,494$964,772$313,399,266
42Tanglewood Legacy Advisors, LLC$765,777$298,448,354$17,051,971$315,500,325
43STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
44Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
45Fruth Investment Management$749,910$303,572,366$891,168$304,463,534
46Goodman Financial Corporation$741,916$488,180,731$488,180,731
47Matthew Goff Investment Advisor, LLC$719,785$366,957,904$15,248,078$382,205,982
48Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
49Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
50True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
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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.