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 |
|---|---|---|---|---|---|
| 1 | CENTENNIAL ADVISORS, LLC | $112,353 | $115,069,042 | $5,935,518 | $121,004,560 |
| 2 | SIZEMORE CAPITAL MANAGEMENT, LLC | $123,570 | $109,483,441 | — | $109,483,441 |
| 3 | TRUE FINANCIAL GROUP | $141,972 | $252,000,000 | — | $252,000,000 |
| 4 | BEST INVEST | $151,291 | $195,512,437 | $560,554 | $196,072,991 |
| 5 | PIONEER WEALTH MANAGEMENT GROUP, INC | $154,229 | $154,000,000 | $1,000,000 | $155,000,000 |
| 6 | STOREHOUSE FINANCIAL LLC | $165,390 | $119,576,759 | — | $119,576,759 |
| 7 | FARRIS CAPITAL MANAGEMENT INC. | $166,261 | $112,656,548 | $2,396,227 | $115,052,775 |
| 8 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | $167,691 | $192,676,571 | — | $192,676,571 |
| 9 | FULCRUM EQUITY MANAGEMENT, LLC | $186,415 | $374,686,086 | $567,601 | $375,253,687 |
| 10 | CHRISTIAN FINANCIAL ADVISORS | $188,731 | $149,475,097 | — | $149,475,097 |
| 11 | MOSS, LUSE & WOMBLE, LLC | $202,508 | $298,700,000 | — | $298,700,000 |
| 12 | TEAM FINANCIAL STRATEGIES | $207,043 | $176,697,136 | $9,641,664 | $186,338,800 |
| 13 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC | $208,402 | $93,099,607 | $37,151,393 | $130,251,000 |
| 14 | APEIRON | $210,948 | $563,000,000 | $42,000,000 | $605,000,000 |
| 15 | MAQRO ADVISORS LLC | $213,899 | $18,185,813 | $123,201,377 | $141,387,190 |
| 16 | AUSTIN PRIVATE WEALTH, LLC | $215,678 | $839,064,975 | $14,588,740 | $853,653,715 |
| 17 | PERSONAL MONEY PLANNING, LLC | $218,655 | $120,916,461 | — | $120,916,461 |
| 18 | BKA WEALTH CONSULTING, INC. | $222,070 | $141,236,732 | — | $141,236,732 |
| 19 | MILLS WEALTH ADVISORS, LLC | $223,355 | $260,787,437 | $32,031,411 | $292,818,848 |
| 20 | IMPERIUM WEALTH MANAGEMENT, LLC | $227,026 | $139,616,014 | $1,367,214 | $140,983,228 |
| 21 | LAKE HILLS WEALTH MANAGEMENT, LLC | $231,796 | $160,866,640 | — | $160,866,640 |
| 22 | BONNER & SMITH, LLC | $247,137 | $229,343,130 | — | $229,343,130 |
| 23 | EUBANK, HUTSON & ASSOCIATES, LLC | $247,887 | $137,329,198 | — | $137,329,198 |
| 24 | THE PERSONAL WEALTH COACH | $248,772 | $199,266,555 | — | $199,266,555 |
| 25 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | $261,658 | $462,873,543 | — | $462,873,543 |
| 26 | M.C. BYRD WEALTH MANAGEMENT, LLC | $270,484 | $184,284,080 | $53,471,206 | $237,755,286 |
| 27 | SOLUTIONS 4 WEALTH | $281,082 | $63,816,122 | $79,535,689 | $143,351,811 |
| 28 | WISDOM INDEX ADVISORS | $281,301 | $169,343,106 | — | $169,343,106 |
| 29 | WHITE WING WEALTH MANAGEMENT, LLC | $283,869 | $112,412,000 | — | $112,412,000 |
| 30 | WHITE WING WEALTH MANAGEMENT, LLC | $283,869 | $112,412,000 | — | $112,412,000 |
| 31 | WEALTHSTAR ADVISORS, LLC | $289,128 | $717,616,108 | — | $717,616,108 |
| 32 | AMICUS FINANCIAL ADVISORS, LLC | $292,776 | $364,506,125 | — | $364,506,125 |
| 33 | INSIGHT WEALTH PARTNERS | $306,106 | $756,316,983 | $1,906,472 | $758,223,455 |
| 34 | PALADINI FINANCIAL ADVISORS, LLC | $307,417 | — | $162,008,884 | $162,008,884 |
| 35 | SCHERER FINANCIAL ADVISORY SERVICES, LLC | $307,434 | $112,301,175 | $10,057,632 | $122,358,807 |
| 36 | STRATEGIC FINANCIAL PLANNING, INC. | $311,308 | $163,436,933 | — | $163,436,933 |
| 37 | AVION WEALTH | $319,734 | $611,011,081 | — | $611,011,081 |
| 38 | STARFOX FINANCIAL SERVICES, LLC | $323,887 | $162,381,500 | $35,513,349 | $197,894,849 |
| 39 | SAXON FINANCIAL GROUP | $324,536 | $299,705,318 | $149,128,428 | $448,833,746 |
| 40 | TEAMWORK FINANCIAL ADVISORS, LLC | $328,014 | $606,169,667 | — | $606,169,667 |
| 41 | GIBSON WEALTH ADVISORS, LLC | $328,521 | $114,653,700 | — | $114,653,700 |
| 42 | FREEDOM DAY SOLUTIONS, LLC | $334,687 | $345,076,732 | $21,405,688 | $366,482,420 |
| 43 | THE RUDD COMPANY, LLC | $337,873 | $152,168,295 | $23,863,788 | $176,032,083 |
| 44 | PARAGON FINANCIAL ADVISORS | $339,079 | $553,377,657 | — | $553,377,657 |
| 45 | TRISPERITY ADVISORS, LLC | $341,028 | $236,472,231 | $2,247,464 | $238,719,695 |
| 46 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 47 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 48 | BIRD ROCK ASSET MANAGEMENT, LP | $365,350 | $137,652,464 | $7,026,141 | $144,678,605 |
| 49 | ENZI WEALTH | $379,409 | $262,457,661 | $5,784,619 | $268,242,280 |
| 50 | TRINITY PORTFOLIO ADVISORS, LLC | $384,425 | $228,708,199 | $87,673,620 | $316,381,819 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
