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
1Eagle Bluffs Wealth Management LLC$526,249$103,144,744$103,144,744
2McCartney Wealth Management LLC$367,908$108,164,872$108,164,872
3SUNPOINTE INVESTMENTS$1,871,556$48,705,243$61,716,535$110,421,778
4Signify Wealth LLC$780,679$169,925,613$7,288,575$177,214,188
5SFC Financial LLC$921,294$183,337,439$183,337,439
6Nicholson Capital Management, Inc.$386,835$185,294,015$185,294,015
7GREENCOURSE FINANCIAL ADVISORS, LLC$259,723$183,154,296$6,183,765$189,338,061
8Sterneck Capital Management LLC$420,749$212,134,521$20,960,543$233,095,064
9Cauble & Harre Wealth Management, Inc.$621,434$241,737,899$241,737,899
10The Planned Approach, Inc.$534,708$265,750,121$265,750,121
11Clark Financial Services Group Inc$190,017$267,328,752$23,967,177$291,295,929
12Prosperity Planning, Inc.$332,552$287,842,966$6,465,233$294,308,199
13IFG Advisors, LLC$231,105$301,000,000$17,000,000$318,000,000
14Eidelman Virant Capital$1,295,765$319,087,442$11,332,512$330,419,954
15Claris Advisors, LLC$615,959$433,019,320$433,019,320
16Signalpoint Asset Management LLC$314,436$426,115,051$9,064,825$435,179,876
17Foundation Wealth Management, LLC$373,708$400,675,771$55,248,597$455,924,368
18Buttonwood Financial Group, LLC$255,103$396,411,761$114,303,512$510,715,273
19Paradigm Financial Advisors LLC$414,589$459,837,777$88,248,398$548,086,175
20HILL INVESTMENT GROUP$715,108$677,922,107$677,922,107
21Brand Asset Management Group, Inc.$605,303$668,472,563$39,126,673$707,599,236
22Clayton Financial Group, LLC$462,962$55,909,317$1,046,865,460$1,102,774,777
23Argos Capital Partners, LLC$2,171,248$202,908,032$1,082,471,049$1,285,379,081
24Acropolis Investment Management, L.L.C.$487,098$1,600,751,093$53,433,029$1,654,184,122
25Matter, LLC$14,341,236$132,663,359$2,893,337,523$3,026,000,882
26Plancorp, LLC$774,897$4,843,278,870$224,544,791$5,067,823,661
27Moneta Group Investment Advisors, LLC$917,225$13,835,686,162$13,582,014,825$27,417,700,987

Showing 1 to 27 of 27 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

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

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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, 2020.