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
1Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
2WJ Interests, LLC$523,312$390,391,000$390,391,000
3William Madison Advisors, Inc.$681,762$357,925,283$357,925,283
4Whiterock Wealth Management Co.$608,631$185,055,912$33,442,466$218,498,378
5Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
6Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
7Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
8Waterway Wealth Management, L.L.C.$379,318$421,422,639$421,422,639
9Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
10Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
11Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
12Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
13True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
14Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
15Trinity Legacy Partners, LLC$501,099$244,733,810$37,384,909$282,118,719
16TL Private Wealth LLC$468,857$255,058,004$255,058,004
17The Wealth Coach, LLC$212,401$165,673,082$165,673,082
18The Watchman Group, Inc.$548,161$400,705,711$400,705,711
19The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
20The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
21The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
22Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
23Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
24Tanglewood Legacy Advisors, LLC$765,777$298,448,354$17,051,971$315,500,325
25T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
26STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
27Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
28Stone Asset Management, Inc.$1,079,366$242,087,219$2,928,824$245,016,043
29Steward Financial Group, LLC$488,853$407,703,080$407,703,080
30Stegent Equity Advisors Inc.$558,035$210,360,299$1,693,009$212,053,308
31Silicon Hills Wealth Management, LLC$390,436$211,172,061$2,786,601$213,958,662
32Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
33Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
34Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
35Schubert & Company, Inc.$547,997$245,502,447$245,502,447
36Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
37SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
38Roth Financial Partners LLC$505,876$316,172,571$316,172,571
39Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
40Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
41RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
42Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
43RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
44Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
45Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
46Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
47Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
48Patron Partners, LLC$414,324$207,576,132$207,576,132
49Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
50Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
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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 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.