RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      1SFC FINANCIAL LLC$988,796—$220,501,408$220,501,408
      2SUNDVOLD FINANCIAL$388,372—$167,000,000$167,000,000
      3RETIREMENT BENCHMARK, LLC$276,559$13,726,085$3,454,319,529$3,468,045,614
      4CLAYTON FINANCIAL GROUP, LLC$481,218$57,826,954$1,324,712,810$1,382,539,764
      5STEVE ROBBINS, INC.$204,847$112,051,230—$112,051,230
      6CONVERGENT WEALTH MANAGEMENT, LLC$490,671$116,289,000—$116,289,000
      7MAXELE ADVISORS, LLC$243,317$131,148,000—$131,148,000
      8MCCARTNEY WEALTH MANAGEMENT LLC$403,787$140,921,825—$140,921,825
      9EAGLE BLUFFS WEALTH MANAGEMENT LLC$474,310$153,202,113—$153,202,113
      10MATTER FAMILY OFFICE$16,200,890$157,594,916$3,244,591,923$3,402,186,839
      11THE WORLEY BANKS GROUP, LLC$163,120$182,530,752—$182,530,752
      12STERLING INVESTMENT ADVISORS,LLC$749,800$195,697,798—$195,697,798
      13SIGNIFY WEALTH LLC$793,427$197,617,311$7,880,177$205,497,488
      14BRADY FAMILY WEALTH, LLC$1,220,496$199,903,727$56,400,339$256,304,066
      15NICHOLSON MEYER CAPITAL MANAGEMENT, INC.$419,431$219,362,499—$219,362,499
      16CAUBLE & HARRE WEALTH MANAGEMENT, INC.$587,681$239,774,000—$239,774,000
      17STERNECK CAPITAL MANAGEMENT LLC$454,322$253,125,343$22,648,173$275,773,516
      18WR WEALTH PLANNERS LLC$156,809$287,806,755$45,255,483$333,062,238
      19ARGOS CAPITAL PARTNERS, LLC$1,671,345$297,967,976$1,050,807,487$1,348,775,463
      20EIDELMAN VIRANT CAPITAL$2,162,259$307,040,802—$307,040,802
      21CLARK FINANCIAL SERVICES GROUP, INC.$210,063$323,671,116$32,175,125$355,846,241
      22PROSPERITY PLANNING$364,876$363,036,381$7,312,605$370,348,986
      23IFG ADVISORS, LLC$228,828$391,000,000$17,000,000$408,000,000
      24BUTTONWOOD FINANCIAL GROUP, LLC$295,120$448,827,547$134,920,277$583,747,824
      25FOUNDATION WEALTH MANAGEMENT, LLC$381,139$466,005,521$63,396,054$529,401,575
      26FAMILY INVESTMENT CENTER$301,276$483,548,203—$483,548,203
      27SIGNALPOINT ASSET MANAGEMENT LLC$358,845$505,830,211$9,112,115$514,942,326
      28CLARIS ADVISORS, LLC$695,513$545,978,059—$545,978,059
      29BRAND ASSET MANAGEMENT GROUP, INC.$661,736$824,262,371$34,671,266$858,933,637
      30ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.$472,073$1,864,088,766$55,361,721$1,919,450,487
      31PLANCORP, LLC$993,781$5,733,023,128$344,941,733$6,077,964,861

      Showing 1 to 31 of 31 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 Research.

      Reprints: For reprints of these rankings, please contact Caroline Murphy.

      *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.