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$621,138$5,396,636,076$894,873,008$6,291,509,084
3Matter Family Office$10,462,342$0$2,176,167,088$2,176,167,088
4Zemenick & Walker Inc$10,529,618$0$1,884,801,708$1,884,801,708
5Frontier Wealth Management, LLC$296,441$1,345,426,523$115,434,005$1,460,860,528
6Acropolis Investment Management$432,631$916,421,662$96,368,383$1,012,790,045
7SignalPoint Asset Management$252,759$423,000,000$58,000,000$481,000,000
8Paradigm Financial Advisors$957,807$275,856,566$67,038,388$342,894,954
9Greenway Family Office$564,276$263,822,843$71,921,550$335,744,393
10Sterneck Capital Management$334,464$306,369,341$0$306,369,341
11Eidelman Virant Capital$1,003,497$287,000,000$0$287,000,000
12Claris Advisors$410,113$237,455,461$0$237,455,461
13Foundation Wealth Management$242,843$194,545,035$37,613,278$232,158,313
14IFG Advisors$173,410$130,000,000$20,000,000$150,000,000
15Family Investment Center$173,534$126,592,684$4,598,697$131,191,381
16Cauble & Harre Wealth Management, Inc.$611,559$113,750,000$0$113,750,000
17Sterling Investment Advisors,LLC$420,027$112,147,231$0$112,147,231
18Dew Wealth Strategies$483,512$110,724,207$0$110,724,207
19Blue Ocean Portfolios$359,322$106,000,000$0$106,000,000

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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 6, 2016.