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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Foundation Resource Management Inc. | $4,870,964 | $1,938,643,818 | N/A | $1,938,643,818 |
| 2 | The Arkansas Financial Group Inc. | $204,856 | $256,274,897 | N/A | $256,274,897 |
| 3 | Ifrah Financial Services Inc. | $325,987 | $253,943,704 | N/A | $253,943,704 |
| 4 | Clientfirst Wealth Management | $2,109,129 | $250,986,365 | N/A | $250,986,365 |
| 5 | Longer Investments Inc. | $1,252,519 | $172,208,997 | $638,595 | $172,847,592 |
| 6 | Greenwood Gearhart Inc. | $249,874 | $160,419,308 | N/A | $160,419,308 |
| 7 | Mustard Seed Financial LLC | $158,074 | $111,999,165 | $2,288,014 | $114,287,179 |
| 8 | Barry M. Corkern & Co. Inc. | $1,556,162 | N/A | $101,150,509 | $101,150,509 |
Showing 1 to 8 of 8 entries
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% 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.