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
1FCI Advisors$660,424$5,398,278,801$921,315,263$6,319,594,064
3Matter Family Office$14,753,584$0$2,758,920,156$2,758,920,156
4Zemenick & Walker Inc$11,437,176$0$2,001,505,790$2,001,505,790
5Acropolis Investment Management$476,735$874,202,300$126,464,893$1,000,667,193
6SignalPoint Asset Management$249,877$422,298,115$11,488,579$433,786,694
7Duncker Streett & Co.$871,499$343,279,905$19,263,664$362,543,569
8Paradigm Financial Advisors$1,036,403$261,954,080$74,876,897$336,830,977
9Sterneck Capital Management$350,882$309,828,870$0$309,828,870
10Eidelman Virant Capital$1,051,724$305,000,000$0$305,000,000
11Greenway Family Office$760,401$210,204,567$49,092,024$259,296,591
12Foundation Wealth Management$260,027$202,636,977$40,748,391$243,385,368
13Claris Advisors$460,380$234,333,378$0$234,333,378
14IFG Advisors$197,368$110,000,000$40,000,000$150,000,000
15Cauble & Harre Wealth Management, Inc.$619,311$129,436,000$0$129,436,000
16Family Investment Center$172,093$122,571,254$2,196,006$124,767,260
17Blue Ocean Portfolios$353,043$121,800,000$0$121,800,000
18Sterling Investment Advisors,LLC$415,098$116,642,417$0$116,642,417
19Dew Wealth Strategies$468,188$109,556,106$0$109,556,106

Showing 1 to 19 of 19 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.