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
1Willis Johnson & Associates, Inc.$483,397$465,681,988$1,763,370$467,445,358
2Whiterock Wealth Management Co.$1,192,462$151,442,676$151,442,676
3Wealthstreet Investment Advisors, Llc$1,186,750$814,562,319$1,921,478$816,483,797
4Wealthstar Advisors, Llc$176,731$355,758,816$355,758,816
5Wealth Covenant Group Llc$495,663$154,646,928$154,646,928
6Venturi Private Wealth$645,271$1,175,000,000$25,850,000$1,200,850,000
7True North Advisors, Llc$460,707$1,359,644,853$27,543,772$1,387,188,625
8The Watchman Group, Inc.$429,697$227,309,547$227,309,547
9The Menard Financial Group, Llc$1,063,279$203,086,274$203,086,274
10The Goff Financial Group$574,705$279,390,228$12,559,815$291,950,043
11The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
12Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
13Tanglewood Legacy Advisors, Llc$605,960$201,060,382$6,177,909$207,238,291
14T.O.S. Advisors, Llc$8,060,794$451,404,463$451,404,463
15Stratford Consulting, Llc$699,144$552,314,342$9,452$552,323,794
16Steward Wealth Management$443,796$311,544,507$311,544,507
17Stegent Equity Advisors Inc.$463,221$168,781,929$1,683,437$170,465,366
18Sequent Asset Management, Llc$1,131,785$317,707,566$252,712,233$570,419,799
19Semita Asset Management$404,858$100,000,000$100,000,000
20Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
21Rgt Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
22Requisite Capital Management Llc$2,629,004$210,576,262$588,641,088$799,217,350
23Republic Wealth Advisors$192,693$180,001,558$24,059,910$204,061,468
24Relevance Capital Management$966,461$230,017,694$230,017,694
25Quadcap Wealth Management, Llc$414,890$328,892,753$4,263,780$333,156,533
26Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
27Partnersinwealth, Inc$506,561$236,132,924$154,932,289$391,065,213
28Parkstone Wealth Management, Llc$1,617,896$121,342,197$121,342,197
29Parker Financial Advisors$549,296$161,493,020$161,493,020
30Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
31Optima Asset Management Inc$1,876,442$407,187,850$407,187,850
32New Capital Management, Lp$3,586,207$292,000,000$20,000,000$312,000,000
33Meridian Wealth Advisors, Llc$469,515$347,670,000$19,960,000$367,630,000
34Mcelhenny Sheffield Capital Management, Llc$265,819$261,300,000$261,300,000
35Lee Financial Company, Llc$617,325$1,001,575,272$14,542,221$1,016,117,493
36Lbj Family Wealth Advisors, Ltd.$4,131,888$275,708,365$5,260,000$280,968,365
37Krueger & Catalano Capital Partners, Llc$293,073$217,635,086$17,702,232$235,337,318
38Kmh Wealth Management, Llc$433,247$405,477,348$14,772,316$420,249,664
39Km Capital Management, Ltd.$809,821$135,070,763$10,697,103$145,767,866
40Keener Financial Planning$346,756$114,383,262$4,900,945$119,284,207
41J.K. Financial, Inc.$339,394$123,200,000$123,200,000
42Horizon Wealth Advisors$407,582$209,855,314$26,134,659$235,989,973
43Hfg Wealth Management, Llc$284,800$312,125,879$2,577,829$314,703,708
44Heritage Wealth Management$336,396$133,885,505$133,885,505
45Heritage Financial Planning$391,832$157,516,524$157,516,524
46Harrell Investment Partners, Llc$442,509$326,953,188$9,353,523$336,306,711
47Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
48Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
49Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
50Franklin, Parlapiano, Turner & Welch Llc$1,240,738$458,224,755$2,088,983$460,313,738
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Showing 1 to 50 of 72 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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