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
1Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
2Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
3The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
4Financial Synergies$458,337$768,630,676$768,630,676
5Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
6T.O.S. Advisors, Llc$8,060,794$451,404,463$451,404,463
7South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
8Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
9Efficient Wealth Management, Llc$1,774,940$374,512,442$374,512,442
10Wealthstar Advisors, Llc$176,731$355,758,816$355,758,816
11Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
12Steward Wealth Management$443,796$311,544,507$311,544,507
13Clintsman Financial Planning$276,496$302,763,478$302,763,478
14Mcelhenny Sheffield Capital Management, Llc$265,819$261,300,000$261,300,000
15Clear Rock Advisors, Llc$1,355,715$233,182,955$233,182,955
16Relevance Capital Management$966,461$230,017,694$230,017,694
17The Watchman Group, Inc.$429,697$227,309,547$227,309,547
18The Menard Financial Group, Llc$1,063,279$203,086,274$203,086,274
19Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
20Barnett Financial, Inc.$341,787$169,184,728$169,184,728
21Clare Market Investments, Llc$425,773$165,200,000$165,200,000
22Parker Financial Advisors$549,296$161,493,020$161,493,020
23Heritage Financial Planning$391,832$157,516,524$157,516,524
24Wealth Covenant Group Llc$495,663$154,646,928$154,646,928
25Whiterock Wealth Management Co.$1,192,462$151,442,676$151,442,676
26Heritage Wealth Management$336,396$133,885,505$133,885,505
27Engrave Wealth Partners, Llc$337,509$124,878,411$124,878,411
28J.K. Financial, Inc.$339,394$123,200,000$123,200,000
29Parkstone Wealth Management, Llc$1,617,896$121,342,197$121,342,197
30Semita Asset Management$404,858$100,000,000$100,000,000
31Stratford Consulting, Llc$699,144$552,314,342$9,452$552,323,794
32Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
33Stegent Equity Advisors Inc.$463,221$168,781,929$1,683,437$170,465,366
34Willis Johnson & Associates, Inc.$483,397$465,681,988$1,763,370$467,445,358
35Wealthstreet Investment Advisors, Llc$1,186,750$814,562,319$1,921,478$816,483,797
36Franklin, Parlapiano, Turner & Welch Llc$1,240,738$458,224,755$2,088,983$460,313,738
37Hfg Wealth Management, Llc$284,800$312,125,879$2,577,829$314,703,708
38Camden Wealth Advisors Llc$399,762$173,650,248$3,044,610$176,694,858
39Fortiter Wealth Management, Llc$1,345,164$242,695,948$3,469,038$246,164,986
40Quadcap Wealth Management, Llc$414,890$328,892,753$4,263,780$333,156,533
41Riverstone Advisors, LLC$737,065$163,353,633$4,697,205$168,050,838
42Keener Financial Planning$346,756$114,383,262$4,900,945$119,284,207
43Lbj Family Wealth Advisors, Ltd.$4,131,888$275,708,365$5,260,000$280,968,365
44Tanglewood Legacy Advisors, Llc$605,960$201,060,382$6,177,909$207,238,291
45Beacon Financial Advisors Ltd$406,708$240,620,134$6,251,427$246,871,561
46Harrell Investment Partners, Llc$442,509$326,953,188$9,353,523$336,306,711
47Briaud Financial Advisors$285,053$537,489,590$10,666,430$548,156,020
48Km Capital Management, Ltd.$809,821$135,070,763$10,697,103$145,767,866
49Austin Asset$505,195$834,645,549$11,051,117$845,696,666
50The Goff Financial Group$574,705$279,390,228$12,559,815$291,950,043
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Showing 1 to 50 of 76 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.


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