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 | THE WATCHMAN GROUP, INC. | $2,081,726 | $505,859,384 | — | $505,859,384 |
| 2 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 3 | STEWARD WEALTH MANAGEMENT | $459,387 | $507,163,091 | — | $507,163,091 |
| 4 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 5 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 6 | T.O.S. ADVISORS, LLC | $1,469,866 | $306,947,116 | $203,096,455 | $510,043,571 |
| 7 | FCA CORP | $885,621 | $467,872,061 | $53,758,978 | $521,631,039 |
| 8 | HFG WEALTH MANAGEMENT, LLC | $412,712 | $525,794,823 | — | $525,794,823 |
| 9 | LAUTERBACH FINANCIAL ADVISORS, LLC | $556,110 | $524,558,268 | $1,521,769 | $526,080,037 |
| 10 | RHAME & GORRELL WEALTH MANAGEMENT | $425,491 | $537,821,041 | — | $537,821,041 |
| 11 | PARAGON FINANCIAL ADVISORS | $339,079 | $553,377,657 | — | $553,377,657 |
| 12 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 13 | GOODMAN FINANCIAL CORPORATION | $865,767 | $593,050,231 | — | $593,050,231 |
| 14 | APEIRON | $210,948 | $563,000,000 | $42,000,000 | $605,000,000 |
| 15 | TEAMWORK FINANCIAL ADVISORS, LLC | $328,014 | $606,169,667 | — | $606,169,667 |
| 16 | AVION WEALTH | $319,734 | $611,011,081 | — | $611,011,081 |
| 17 | PIN OAK INVESTMENT ADVISORS INC | $888,455 | $616,588,013 | — | $616,588,013 |
| 18 | KMH WEALTH MANAGEMENT, LLC | $544,121 | $639,400,430 | $11,368,738 | $650,769,168 |
| 19 | SLOAN INVESTMENT MANAGEMENT, L.L.C. | $2,214,597 | $665,656,768 | $3,151,435 | $668,808,203 |
| 20 | OPTIMA ASSET MANAGEMENT INC | $2,555,546 | — | $669,553,144 | $669,553,144 |
| 21 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 22 | QUADCAP WEALTH MANAGEMENT, LLC | $614,386 | $680,926,918 | $4,727,999 | $685,654,917 |
| 23 | ARKOS GLOBAL ADVISORS, LLC | $628,048 | $686,456,423 | — | $686,456,423 |
| 24 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | $1,849,482 | $693,968,488 | $3,286,342 | $697,254,830 |
| 25 | WEALTHSTAR ADVISORS, LLC | $289,128 | $717,616,108 | — | $717,616,108 |
| 26 | CYPRESS POINT WEALTH MANAGEMENT, LLC | $886,428 | $626,232,809 | $101,524,292 | $727,757,101 |
| 27 | DIESSLIN GROUP, INC. | $570,904 | $606,515,680 | $123,670,084 | $730,185,764 |
| 28 | KINGS PATH PARTNERS LLC | $2,519,936 | $203,264,535 | $542,636,634 | $745,901,169 |
| 29 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $486,710 | $741,546,369 | $13,827,189 | $755,373,558 |
| 30 | INSIGHT WEALTH PARTNERS | $306,106 | $756,316,983 | $1,906,472 | $758,223,455 |
| 31 | AUTUMN LANE ADVISORS, LLC | $2,224,577 | $431,158,000 | $336,321,000 | $767,479,000 |
| 32 | SEQUENT ASSET MANAGEMENT, LLC | $1,759,124 | $377,413,283 | $433,542,857 | $810,956,140 |
| 33 | AUSTIN PRIVATE WEALTH, LLC | $215,678 | $839,064,975 | $14,588,740 | $853,653,715 |
| 34 | GALAPAGOS WEALTH MANAGEMENT, LLC | $28,945,572 | $333,945,185 | $534,421,984 | $868,367,169 |
| 35 | WPWEALTH LLP | $404,317 | $645,821,639 | $268,742,490 | $914,564,129 |
| 36 | WILLIS JOHNSON & ASSOCIATES, INC. | $635,766 | $877,175,805 | $37,691,773 | $914,867,578 |
| 37 | HOWARD FINANCIAL SERVICES, LTD. | $777,089 | $928,483,851 | $9,462,762 | $937,946,613 |
| 38 | FMP WEALTH ADVISERS | $447,611 | $895,814,000 | $45,959,000 | $941,773,000 |
| 39 | MERIDIAN WEALTH ADVISORS, LLC | $827,462 | $1,006,831,794 | $10,945,886 | $1,017,777,680 |
| 40 | REQUISITE CAPITAL MANAGEMENT LLC | $2,199,514 | $489,190,675 | $559,977,584 | $1,049,168,259 |
| 41 | FINANCIAL SYNERGIES | $1,610,188 | $1,112,640,025 | — | $1,112,640,025 |
| 42 | THE FINANCIAL ADVISORY GROUP, INC. | $557,177 | $1,200,159,117 | — | $1,200,159,117 |
| 43 | ADELL HARRIMAN & CARPENTER | $653,316 | $1,259,593,077 | — | $1,259,593,077 |
| 44 | LEE FINANCIAL COMPANY, LLC | $894,850 | $1,303,848,268 | $2,633,020 | $1,306,481,288 |
| 45 | AUSTIN ASSET | $679,267 | $1,366,006,925 | — | $1,366,006,925 |
| 46 | TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. | $1,128,736 | $1,406,404,904 | — | $1,406,404,904 |
| 47 | SATHER FINANCIAL GROUP, INC. | $1,225,133 | $1,430,955,241 | — | $1,430,955,241 |
| 48 | CORDA INVESTMENT MANAGEMENT, LLC | $556,491 | $1,445,659,872 | $54,084,429 | $1,499,744,301 |
| 49 | BEAIRD HARRIS | $525,799 | $1,402,052,000 | $120,662,000 | $1,522,714,000 |
| 50 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | $1,116,232 | $1,582,134,460 | $23,006,736 | $1,605,141,196 |
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.
