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 |
|---|---|---|---|---|---|
| 101 | SECURE FINANCIAL MANAGEMENT | $530,318 | $164,398,425 | — | $164,398,425 |
| 102 | BEAIRD HARRIS | $525,799 | $1,402,052,000 | $120,662,000 | $1,522,714,000 |
| 103 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 104 | DELOS WEALTH ADVISORS | $513,924 | $129,660,011 | $876,800 | $130,536,811 |
| 105 | CONSILIUM WEALTH ADVISORY, LLC | $510,762 | $247,719,618 | — | $247,719,618 |
| 106 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 107 | KEENER FINANCIAL PLANNING | $494,674 | $212,457,431 | $2,725,966 | $215,183,397 |
| 108 | TL PRIVATE WEALTH | $490,692 | $282,638,789 | — | $282,638,789 |
| 109 | INVESTMENT ADVISORY SERVICES, INC | $490,158 | $427,908,045 | — | $427,908,045 |
| 110 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $486,710 | $741,546,369 | $13,827,189 | $755,373,558 |
| 111 | LD LOWE WEALTH ADVISORY | $484,437 | $120,140,383 | — | $120,140,383 |
| 112 | ROSEROCK WEALTH MANAGEMENT, LLC | $483,217 | $132,500,000 | $5,700,000 | $138,200,000 |
| 113 | VANNOY ADVISORY GROUP, INC. | $471,231 | $126,289,783 | — | $126,289,783 |
| 114 | PARROTT WEALTH MANAGEMENT, LLC | $469,752 | $161,125,000 | — | $161,125,000 |
| 115 | SILICON HILLS WEALTH MANAGEMENT | $461,838 | $271,037,498 | $2,370,510 | $273,408,008 |
| 116 | STEWARD WEALTH MANAGEMENT | $459,387 | $507,163,091 | — | $507,163,091 |
| 117 | PROVIDENT FINANCIAL PLANNING, LLC | $448,538 | $99,004,023 | $8,196,566 | $107,200,589 |
| 118 | FMP WEALTH ADVISERS | $447,611 | $895,814,000 | $45,959,000 | $941,773,000 |
| 119 | ALLRED CAPITAL MANAGEMENT, LLC | $441,490 | $367,458,220 | $35,180,922 | $402,639,142 |
| 120 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 121 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 122 | HERITAGE WEALTH MANAGEMENT | $437,966 | $208,548,000 | $10,435,140 | $218,983,140 |
| 123 | ASPEN WEALTH MANAGEMENT | $429,725 | $284,369,696 | $7,843,247 | $292,212,943 |
| 124 | J.E. SIMMONS & CO., P.C. | $429,592 | $153,794,049 | — | $153,794,049 |
| 125 | PATRON PARTNERS, LLC | $426,227 | $244,505,837 | $8,246,816 | $252,752,653 |
| 126 | RHAME & GORRELL WEALTH MANAGEMENT | $425,491 | $537,821,041 | — | $537,821,041 |
| 127 | DBA STONE WEALTH MANAGEMENT | $423,792 | $306,873,271 | $4,614,118 | $311,487,389 |
| 128 | BRAZOS CAPITAL | $423,134 | $127,585,289 | $1,047,321 | $128,632,610 |
| 129 | HFG WEALTH MANAGEMENT, LLC | $412,712 | $525,794,823 | — | $525,794,823 |
| 130 | STRATEGIC ADVISORY SERVICES, L.L.C. | $404,380 | $152,855,585 | — | $152,855,585 |
| 131 | WPWEALTH LLP | $404,317 | $645,821,639 | $268,742,490 | $914,564,129 |
| 132 | HAVEN WEALTH GROUP | $403,820 | $260,867,459 | — | $260,867,459 |
| 133 | CULTIVAR CAPITAL, INC. | $400,895 | $319,112,724 | — | $319,112,724 |
| 134 | LIVE OAK WEALTH ADVISORY GROUP, LLC | $393,301 | $125,463,109 | — | $125,463,109 |
| 135 | CLEAR SKY FINANCIAL, LP | $387,405 | $116,221,613 | — | $116,221,613 |
| 136 | TRINITY PORTFOLIO ADVISORS, LLC | $384,425 | $228,708,199 | $87,673,620 | $316,381,819 |
| 137 | ENZI WEALTH | $379,409 | $262,457,661 | $5,784,619 | $268,242,280 |
| 138 | BIRD ROCK ASSET MANAGEMENT, LP | $365,350 | $137,652,464 | $7,026,141 | $144,678,605 |
| 139 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 140 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 141 | TRISPERITY ADVISORS, LLC | $341,028 | $236,472,231 | $2,247,464 | $238,719,695 |
| 142 | PARAGON FINANCIAL ADVISORS | $339,079 | $553,377,657 | — | $553,377,657 |
| 143 | THE RUDD COMPANY, LLC | $337,873 | $152,168,295 | $23,863,788 | $176,032,083 |
| 144 | FREEDOM DAY SOLUTIONS, LLC | $334,687 | $345,076,732 | $21,405,688 | $366,482,420 |
| 145 | GIBSON WEALTH ADVISORS, LLC | $328,521 | $114,653,700 | — | $114,653,700 |
| 146 | TEAMWORK FINANCIAL ADVISORS, LLC | $328,014 | $606,169,667 | — | $606,169,667 |
| 147 | SAXON FINANCIAL GROUP | $324,536 | $299,705,318 | $149,128,428 | $448,833,746 |
| 148 | STARFOX FINANCIAL SERVICES, LLC | $323,887 | $162,381,500 | $35,513,349 | $197,894,849 |
| 149 | AVION WEALTH | $319,734 | $611,011,081 | — | $611,011,081 |
| 150 | STRATEGIC FINANCIAL PLANNING, INC. | $311,308 | $163,436,933 | — | $163,436,933 |
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.
