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
1Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
2Archetype Wealth Partners, LLC$378,463$203,366,710$36,578,618$239,945,328
3Austin Asset$505,195$834,645,549$11,051,117$845,696,666
4Barnett Financial, Inc.$341,787$169,184,728$169,184,728
5Beacon Financial Advisors Ltd.$406,708$240,620,134$6,251,427$246,871,561
6Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
7Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
8Camden Wealth Advisors LLC$399,762$173,650,248$3,044,610$176,694,858
9Clear Rock Advisors, LLC$1,185,959$187,381,570$187,381,570
10Clintsman Financial Planning$276,496$302,763,478$302,763,478
11Concorde Investment Management$1,424,339$114,285,307$48,089,294$162,374,601
12Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
13Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
14Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
15David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
16Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
17Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
18Efficient Wealth Management, LLC$1,774,940$374,512,442$374,512,442
19Financial Synergies$458,337$768,630,676$768,630,676
20Fortiter Wealth Management$1,345,164$242,695,948$3,469,038$246,164,986
21Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
22Frontier Investment Management Co$669,997$2,527,228,295$2,527,228,295
23Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
24Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
25Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
26Heritage Financial Planning$391,832$157,516,524$157,516,524
27Heritage Wealth Management$336,396$133,885,505$133,885,505
28HFG Wealth Management$284,800$312,125,879$2,577,829$314,703,708
29Horizon Advisors$407,582$209,855,314$26,134,659$235,989,973
30KM Capital Management, Ltd..$809,821$135,070,763$10,697,103$145,767,866
31KMH Wealth Management, LLC$433,247$405,477,348$14,772,316$420,249,664
32Krueger & Catalano Capital Partners, LLC$293,073$217,635,086$17,702,232$235,337,318
33LBJ Family Wealth Advisors, Ltd..$4,131,888$275,708,365$5,260,000$280,968,365
34Lee Financial Company$617,325$1,001,575,272$14,542,221$1,016,117,493
35McElhenny Sheffield Capital Management, LLC$265,819$261,300,000$261,300,000
36Meridian Wealth Advisors, LLC$451,565$326,850,000$22,210,000$349,060,000
37Mosaic Advisors LLC$1,826,930$138,590,890$82,467,643$221,058,533
38New Capital Management, LP$3,586,207$292,000,000$20,000,000$312,000,000
39Optima Asset Management Inc$1,841,208$452,937,101$452,937,101
40Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
41Parker Financial Advisors$549,296$161,493,020$161,493,020
42Parkstone Wealth Management, LLC$1,617,896$121,342,197$121,342,197
43PartnersInWealth, Inc$506,561$236,132,924$154,932,289$391,065,213
44Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
45QuadCap Wealth Management$414,890$328,892,753$4,263,780$333,156,533
46Relevance Capital Management$966,461$230,017,694$230,017,694
47Republic Wealth Advisors$192,693$180,001,558$24,059,910$204,061,468
48RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
49Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
50Riverstone Advisors, LLC$737,065$163,353,633$4,697,205$168,050,838
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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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