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
1Sms Capital Management$316,742$110,269,239$1,224,110$111,493,349
2Parkstone Wealth Management, LLC$1,617,896$121,342,197$121,342,197
3Heritage Wealth Management$336,396$133,885,505$133,885,505
4KM Capital Management, Ltd..$809,821$135,070,763$10,697,103$145,767,866
5WhiteRock Wealth Management$1,192,462$151,442,676$151,442,676
6Wealth Covenant Group LLC$495,663$154,646,928$154,646,928
7Heritage Financial Planning$391,832$157,516,524$157,516,524
8Parker Financial Advisors$549,296$161,493,020$161,493,020
9Concorde Investment Management$1,424,339$114,285,307$48,089,294$162,374,601
10Simplyrich$862,041$164,649,901$164,649,901
11Riverstone Advisors, LLC$737,065$163,353,633$4,697,205$168,050,838
12Barnett Financial, Inc.$341,787$169,184,728$169,184,728
13Stegent Equity Advisors Inc.$463,221$168,781,929$1,683,437$170,465,366
14Camden Wealth Advisors LLC$399,762$173,650,248$3,044,610$176,694,858
15Clear Rock Advisors, LLC$1,185,959$187,381,570$187,381,570
16Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
17Republic Wealth Advisors$192,693$180,001,558$24,059,910$204,061,468
18Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
19Mosaic Advisors LLC$1,826,930$138,590,890$82,467,643$221,058,533
20The Watchman Group, Inc.$429,697$227,309,547$227,309,547
21Relevance Capital Management$966,461$230,017,694$230,017,694
22Krueger & Catalano Capital Partners, LLC$293,073$217,635,086$17,702,232$235,337,318
23Horizon Advisors$407,582$209,855,314$26,134,659$235,989,973
24Archetype Wealth Partners, LLC$378,463$203,366,710$36,578,618$239,945,328
25Fortiter Wealth Management$1,345,164$242,695,948$3,469,038$246,164,986
26Beacon Financial Advisors Ltd.$406,708$240,620,134$6,251,427$246,871,561
27McElhenny Sheffield Capital Management, LLC$265,819$261,300,000$261,300,000
28LBJ Family Wealth Advisors, Ltd..$4,131,888$275,708,365$5,260,000$280,968,365
29The Goff Financial Group$574,705$279,390,228$12,559,815$291,950,043
30Clintsman Financial Planning$276,496$302,763,478$302,763,478
31Steward Wealth Management$443,796$311,544,507$311,544,507
32New Capital Management, LP$3,586,207$292,000,000$20,000,000$312,000,000
33HFG Wealth Management$284,800$312,125,879$2,577,829$314,703,708
34Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
35QuadCap Wealth Management$414,890$328,892,753$4,263,780$333,156,533
36Meridian Wealth Advisors, LLC$451,565$326,850,000$22,210,000$349,060,000
37Wealthstar Advisors, LLC$176,731$355,758,816$355,758,816
38Efficient Wealth Management, LLC$1,774,940$374,512,442$374,512,442
39Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
40PartnersInWealth, Inc$506,561$236,132,924$154,932,289$391,065,213
41South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
42David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
43KMH Wealth Management, LLC$433,247$405,477,348$14,772,316$420,249,664
44T.O.S. Advisors$8,060,794$451,404,463$451,404,463
45Optima Asset Management Inc$1,841,208$452,937,101$452,937,101
46Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
47Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
48Sequent Asset Management, LLC$1,131,785$317,707,566$252,712,233$570,419,799
49Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
50Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
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Showing 1 to 50 of 67 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 2,206 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.

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