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
1South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
2Linscomb & Williams$1,731,629$2,808,702,381$2,808,702,381
3Sfmg Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
4Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
5Howard Financial Services, Ltd.$394,079$624,072,503$542,685$624,615,188
6Monticello Wealth Management, Llc$1,511,853$618,036,610$1,823,013$619,859,623
7Fmp Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
8Sloan Investment Management, L.L.C.$852,318$549,596,800$2,705,366$552,302,166
9Richard P. Slaughter Associates, Inc.$412,509$478,222,367$29,163,971$507,386,338
10Wpwealth Llp$238,493$460,799,322$51,959,820$512,759,142
11Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
12Fca Corp$762,556$382,046,084$52,611,088$434,657,172
13Lauterbach Financial Advisors, Llc$368,037$341,158,281$1,116,142$342,274,423
14Insight Wealth Partners$182,399$330,871,329$911,790$331,783,119
15Wj Interests, Llc$399,733$299,000,000$299,000,000
16Waterway Wealth Management, L.L.C.$282,935$295,950,356$295,950,356
17Carter Asset Management$530,498$268,431,902$268,431,902
18Fortune Wealth Management, Llc$1,121,160$228,259,998$3,820,098$232,080,096
19Silicon Hills Wealth Management$321,695$220,683,050$220,683,050
20One Advocate Group$406,048$188,000,000$188,000,000
21Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
22Trinity Legacy Partners, Llc$334,921$169,346,880$458,291$169,805,171
23Stone Asset Management, Inc.$289,897$169,066,050$1,393,131$170,459,181
24Bonner & Smith, Llc$184,307$156,108,087$156,108,087
25Financial Life Advisors$318,920$154,132,503$39,770,881$193,903,384
26Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
27Haven Wealth Group$296,304$141,337,039$141,337,039
28Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
29Equistar Wealth Management Llc$559,531$137,085,190$137,085,190
30Trisperity Advisors, Llc$267,891$133,471,984$11,992,794$145,464,778
31Mills Wealth Advisors, Llc$163,029$132,884,061$31,123,533$164,007,594
32Miller Global Investments, L.L.C.$773,468$122,207,993$122,207,993
33Focus Wealth Advisors, Llc$326,538$121,909,505$2,828,091$124,737,596
34Heritage Retirement Advisors, Llc$118,195$121,859,323$121,859,323
35Team Financial Strategies$131,211$113,917,426$1,810,688$115,728,114
36Strategic Advisory Services, L.L.C.$320,638$109,598,237$701,326$110,299,563
37Mercantile Investment Advisors$1,475,197$107,689,413$107,689,413
38Aspen Wealth Management$602,716$106,516,340$767,101$107,283,441
39Imperium Wealth Management, Llc$217,547$97,198,284$11,792,857$108,991,141
40Bird Rock Asset Management, Lp$542,190$74,916,947$104,547,914$179,464,861

Showing 1 to 40 of 40 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.