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
2Matter Family Office$9,891,130$0$2,344,197,757$2,344,197,757
3Zemenick & Walker Inc$9,589,187$0$1,802,767,227$1,802,767,227
4Frontier Wealth Management, LLC$351,618$1,565,069,685$130,081,386$1,695,151,071
5Acropolis Investment Management$459,145$1,019,183,646$108,476,158$1,127,659,804
6Clayton Financial Group, LLC$320,311$0$609,872,484$609,872,484
7Paradigm Financial Advisors$1,018,930$338,191,682$67,342,370$405,534,052
8SignalPoint Asset Management$233,289$359,323,891$7,406,597$366,730,488
9Greenway Family Office, LLC$546,818$162,366,097$190,878,652$353,244,749
10Sterneck Capital Management$318,341$315,297,960$24,690,647$339,988,607
11Eidelman Virant Capital$1,145,455$315,000,000$0$315,000,000
12Claris Advisors$476,758$279,380,300$0$279,380,300
13Foundation Wealth Management$294,635$209,087,252$36,049,339$245,136,591
14Clark Financial Services Group, Inc.$62,174$166,298,000$16,184,000$182,482,000
15The Planned Approach, Inc.$295,886$175,164,364$0$175,164,364
16IFG Advisors$175,403$136,000,000$38,000,000$174,000,000
17Cauble & Harre Wealth Management, Inc.$589,369$148,120,000$2,169,000$150,289,000
18Family Investment Center$181,325$137,069,015$5,089,453$142,158,468
19Blue Ocean Portfolios, LLC$426,712$124,600,000$0$124,600,000
20Walker Asset Management, LLC$343,086$118,707,834$0$118,707,834
21Sterling Investment Advisors,LLC$447,199$116,271,685$0$116,271,685
22Dew Wealth Strategies$458,780$111,942,235$0$111,942,235

Showing 1 to 22 of 22 entries

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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.