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.

Filters

# of employees

MinMax

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Moneta Group Investment Advisors, LLC$790,537$6,855,278,868$11,657,505,213$18,512,784,081
2Buckingham Strategic Wealth$498,777$11,999,231,837$283,657,454$12,282,889,291
3Plancorp$661,926$3,832,673,876$182,567,663$4,015,241,539
4Matter Family Office$10,833,408$0$2,578,351,209$2,578,351,209
5Frontier Wealth Management, LLC$391,169$1,716,526,719$336,328,640$2,052,855,359
6Zemenick & Walker Inc$8,794,545$0$1,794,087,238$1,794,087,238
7Acropolis Investment Management$558,661$1,261,386,132$23,534,443$1,284,920,575
8Lowenhaupt Global Advisors, LLC$1,997,091$914,667,610$0$914,667,610
9Clayton Financial Group, LLC$373,833$0$715,889,277$715,889,277
10Paradigm Financial Advisors$319,719$406,151,815$67,672,374$473,824,189
11Greenway Family Office, LLC$600,320$158,481,582$244,332,930$402,814,512
12Sterneck Capital Management$382,934$341,038,889$39,597,748$380,636,637
13Eidelman Virant Capital$1,259,516$364,000,000$0$364,000,000
14SignalPoint Asset Management$274,119$348,000,000$10,000,000$358,000,000
15Claris Advisors$574,272$319,295,201$0$319,295,201
16Foundation Wealth Management$334,982$261,207,584$43,961,019$305,168,603
17Clark Financial Services Group, Inc.$144,218$187,739,988$17,337,473$205,077,461
18The Planned Approach, Inc.$350,356$203,206,425$0$203,206,425
19IFG Advisors$202,051$181,000,000$16,000,000$197,000,000
20Greencourse Financial Advisors, LLC$1,152,814$94,068,318$101,910,028$195,978,346
21Family Investment Center$182,208$180,946,705$8,731,942$189,678,647
22Cauble & Harre Wealth Management, Inc.$578,203$161,572,501$2,058,989$163,631,490
23Sterling Investment Advisors,LLC$547,342$141,761,499$0$141,761,499
24Walker Asset Management, LLC$336,028$131,723,087$0$131,723,087
25SFC Financial LLC$599,653$0$113,934,061$113,934,061
26Dew Wealth Strategies$421,291$104,901,503$0$104,901,503

Showing 1 to 26 of 26 entries

Page 1

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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 June 11, 2018.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.