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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 | Financial Management Partners | $12,911,642 | N/A | $2,104,597,599 | $2,104,597,599 |
| 2 | Plancorp LLC | $451,258 | $1,532,130,300 | $27,868,000 | $1,559,998,300 |
| 3 | Zemenick & Walker Inc. | $8,451,537 | N/A | $1,242,375,974 | $1,242,375,974 |
| 4 | Acropolis Investment ManagementLLC | $404,685 | $609,746,721 | $138,110,735 | $747,857,456 |
| 5 | Sterneck Capital Management LLC | $565,926 | $334,313,104 | $4,676,776 | $338,989,880 |
| 6 | Duncker Streett & Co. LLC | $713,466 | $231,923,718 | $33,485,632 | $265,409,350 |
| 7 | Anderson Hoagland & Co | $1,668,118 | $246,557,977 | $6,995,997 | $253,553,974 |
| 8 | Signalpoint Asset Management LLC | $243,082 | $181,800,000 | $68,331,000 | $250,131,000 |
| 9 | Droms Strauss Advisors Inc. | $318,249 | $211,954,000 | N/A | $211,954,000 |
| 10 | Paradigm Financial Advisors LLC | $770,957 | $104,473,462 | $99,830,149 | $204,303,611 |
| 11 | Claris Advisors LLC | $436,215 | $160,490,117 | $19,230,271 | $179,720,388 |
| 12 | Foundation Wealth Management LLC | $260,334 | $139,479,000 | $10,734,000 | $150,213,000 |
| 13 | Greenway Family Office LLC | $1,035,859 | $125,855,801 | $17,092,696 | $142,948,497 |
| 14 | Dew Wealth Strategies LLC | $523,464 | $104,169,325 | N/A | $104,169,325 |
| 15 | Cauble & Harre Wealth Management Inc. | $642,124 | $101,455,614 | N/A | $101,455,614 |
Showing 1 to 15 of 15 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.