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 |
|---|---|---|---|---|---|
| 51 | LAUTERBACH FINANCIAL ADVISORS, LLC | $556,110 | $524,558,268 | $1,521,769 | $526,080,037 |
| 52 | HFG WEALTH MANAGEMENT, LLC | $412,712 | $525,794,823 | — | $525,794,823 |
| 53 | FCA CORP | $885,621 | $467,872,061 | $53,758,978 | $521,631,039 |
| 54 | T.O.S. ADVISORS, LLC | $1,469,866 | $306,947,116 | $203,096,455 | $510,043,571 |
| 55 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 56 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 57 | STEWARD WEALTH MANAGEMENT | $459,387 | $507,163,091 | — | $507,163,091 |
| 58 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 59 | THE WATCHMAN GROUP, INC. | $2,081,726 | $505,859,384 | — | $505,859,384 |
| 60 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 61 | PARATUS FINANCIAL, INC. | $1,168,327 | $294,430,035 | $199,772,313 | $494,202,348 |
| 62 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | $261,658 | $462,873,543 | — | $462,873,543 |
| 63 | THE GOFF FINANCIAL GROUP | $824,419 | $457,552,800 | — | $457,552,800 |
| 64 | WJ INTERESTS, LLC | $592,841 | $455,302,000 | — | $455,302,000 |
| 65 | SAXON FINANCIAL GROUP | $324,536 | $299,705,318 | $149,128,428 | $448,833,746 |
| 66 | EARLY MCCLINTIC & MCMILLAN, LLP | $852,798 | $264,314,721 | $184,257,174 | $448,571,895 |
| 67 | INVESTMENT ADVISORY SERVICES, INC | $490,158 | $427,908,045 | — | $427,908,045 |
| 68 | CARTER ASSET MANAGEMENT | $798,938 | $420,241,421 | — | $420,241,421 |
| 69 | CLARE MARKET INVESTMENTS, LLC | $624,856 | $412,405,000 | — | $412,405,000 |
| 70 | ALLRED CAPITAL MANAGEMENT, LLC | $441,490 | $367,458,220 | $35,180,922 | $402,639,142 |
| 71 | FORTITER WEALTH MANAGEMENT, LLC | $2,374,160 | $389,362,280 | — | $389,362,280 |
| 72 | CLEAR ROCK ADVISORS, LLC | $775,916 | $388,734,152 | — | $388,734,152 |
| 73 | NEW CAPITAL MANAGEMENT, LP | $3,868,687 | $369,000,000 | $14,000,000 | $383,000,000 |
| 74 | FRUTH INVESTMENT MANAGEMENT | $894,587 | $373,450,325 | $2,276,310 | $375,726,635 |
| 75 | FULCRUM EQUITY MANAGEMENT, LLC | $186,415 | $374,686,086 | $567,601 | $375,253,687 |
| 76 | FREEDOM DAY SOLUTIONS, LLC | $334,687 | $345,076,732 | $21,405,688 | $366,482,420 |
| 77 | CONCORDE INVESTMENT MANAGEMENT | $2,902,478 | $278,458,951 | $87,253,294 | $365,712,245 |
| 78 | HORIZON WEALTH ADVISORS | $539,150 | $319,913,586 | $45,629,911 | $365,543,497 |
| 79 | AMICUS FINANCIAL ADVISORS, LLC | $292,776 | $364,506,125 | — | $364,506,125 |
| 80 | TANGLEWOOD LEGACY ADVISORS, LLC | $839,682 | $347,232,543 | $17,189,471 | $364,422,014 |
| 81 | TRINITY LEGACY PARTNERS, LLC | $553,329 | $325,609,741 | $37,374,141 | $362,983,882 |
| 82 | LBJ FAMILY WEALTH ADVISORS, LTD. | $4,013,143 | $361,182,830 | — | $361,182,830 |
| 83 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 84 | ROTH FINANCIAL PARTNERS LLC | $538,166 | $359,494,846 | — | $359,494,846 |
| 85 | VAQUERO PRIVATE WEALTH, LTD. | $853,045 | $314,119,385 | $28,804,661 | $342,924,046 |
| 86 | VIRTUS FAMILY OFFICE | $1,745,481 | $335,132,366 | — | $335,132,366 |
| 87 | RELEVANCE CAPITAL MANAGEMENT | $1,332,441 | $325,115,698 | — | $325,115,698 |
| 88 | SCHUBERT & COMPANY, INC. | $678,142 | $322,795,724 | — | $322,795,724 |
| 89 | BEACON FINANCIAL ADVISORS LTD | $553,682 | $313,152,905 | $6,875,274 | $320,028,179 |
| 90 | CULTIVAR CAPITAL, INC. | $400,895 | $319,112,724 | — | $319,112,724 |
| 91 | TRINITY PORTFOLIO ADVISORS, LLC | $384,425 | $228,708,199 | $87,673,620 | $316,381,819 |
| 92 | DBA STONE WEALTH MANAGEMENT | $423,792 | $306,873,271 | $4,614,118 | $311,487,389 |
| 93 | FORTUNE WEALTH MANAGEMENT, LLC | $1,357,498 | $300,006,951 | — | $300,006,951 |
| 94 | MOSS, LUSE & WOMBLE, LLC | $202,508 | $298,700,000 | — | $298,700,000 |
| 95 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | $1,619,611 | $235,910,275 | $58,858,987 | $294,769,262 |
| 96 | MILLS WEALTH ADVISORS, LLC | $223,355 | $260,787,437 | $32,031,411 | $292,818,848 |
| 97 | ASPEN WEALTH MANAGEMENT | $429,725 | $284,369,696 | $7,843,247 | $292,212,943 |
| 98 | TL PRIVATE WEALTH | $490,692 | $282,638,789 | — | $282,638,789 |
| 99 | CAMDEN WEALTH ADVISORS LLC | $576,093 | $276,307,715 | $4,249,393 | $280,557,108 |
| 100 | SHELTON WEALTH MANAGEMENT, LLC | $688,258 | $189,590,083 | $87,089,498 | $276,679,581 |
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.
