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
1Semita Asset Management$404,858$100,000,000$100,000,000
2Keener Financial Planning$346,756$114,383,262$4,900,945$119,284,207
3Parkstone Wealth Management, Llc$1,617,896$121,342,197$121,342,197
4J.K. Financial, Inc.$339,394$123,200,000$123,200,000
5Engrave Wealth Partners, Llc$337,509$124,878,411$124,878,411
6Heritage Wealth Management$336,396$133,885,505$133,885,505
7Km Capital Management, Ltd.$809,821$135,070,763$10,697,103$145,767,866
8Whiterock Wealth Management Co.$1,192,462$151,442,676$151,442,676
9Wealth Covenant Group Llc$495,663$154,646,928$154,646,928
10Heritage Financial Planning$391,832$157,516,524$157,516,524
11Parker Financial Advisors$549,296$161,493,020$161,493,020
12Concorde Investment Management$1,424,339$114,285,307$48,089,294$162,374,601
13Clare Market Investments, Llc$425,773$165,200,000$165,200,000
14Riverstone Advisors, LLC$737,065$163,353,633$4,697,205$168,050,838
15Barnett Financial, Inc.$341,787$169,184,728$169,184,728
16Stegent Equity Advisors Inc.$463,221$168,781,929$1,683,437$170,465,366
17Camden Wealth Advisors Llc$399,762$173,650,248$3,044,610$176,694,858
18Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
19The Menard Financial Group, Llc$1,063,279$203,086,274$203,086,274
20Republic Wealth Advisors$192,693$180,001,558$24,059,910$204,061,468
21Tanglewood Legacy Advisors, Llc$605,960$201,060,382$6,177,909$207,238,291
22Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
23Mosaic Advisors LLC$1,826,930$138,590,890$82,467,643$221,058,533
24The Watchman Group, Inc.$429,697$227,309,547$227,309,547
25Relevance Capital Management$966,461$230,017,694$230,017,694
26Clear Rock Advisors, Llc$1,355,715$233,182,955$233,182,955
27Krueger & Catalano Capital Partners, Llc$293,073$217,635,086$17,702,232$235,337,318
28Horizon Wealth Advisors$407,582$209,855,314$26,134,659$235,989,973
29Archetype Wealth Partners, Llc$378,463$203,366,710$36,578,618$239,945,328
30Fortiter Wealth Management, Llc$1,345,164$242,695,948$3,469,038$246,164,986
31Beacon Financial Advisors Ltd$406,708$240,620,134$6,251,427$246,871,561
32Mcelhenny Sheffield Capital Management, Llc$265,819$261,300,000$261,300,000
33Lbj Family Wealth Advisors, Ltd.$4,131,888$275,708,365$5,260,000$280,968,365
34The Goff Financial Group$574,705$279,390,228$12,559,815$291,950,043
35Clintsman Financial Planning$276,496$302,763,478$302,763,478
36Steward Wealth Management$443,796$311,544,507$311,544,507
37New Capital Management, Lp$3,586,207$292,000,000$20,000,000$312,000,000
38Hfg Wealth Management, Llc$284,800$312,125,879$2,577,829$314,703,708
39Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
40Quadcap Wealth Management, Llc$414,890$328,892,753$4,263,780$333,156,533
41Harrell Investment Partners, Llc$442,509$326,953,188$9,353,523$336,306,711
42Wealthstar Advisors, Llc$176,731$355,758,816$355,758,816
43Meridian Wealth Advisors, Llc$469,515$347,670,000$19,960,000$367,630,000
44Efficient Wealth Management, Llc$1,774,940$374,512,442$374,512,442
45Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
46Partnersinwealth, Inc$506,561$236,132,924$154,932,289$391,065,213
47South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
48David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
49Optima Asset Management Inc$1,876,442$407,187,850$407,187,850
50Kmh Wealth Management, Llc$433,247$405,477,348$14,772,316$420,249,664
Next Page »

Showing 1 to 50 of 76 entries

Page 1 | 2

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.