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
1THE WORLEY BANKS GROUP, LLC$161,820$128,000,000$128,000,000
2CLARK FINANCIAL SERVICES GROUP, INC.$171,473$228,108,227$21,556,782$249,665,009
3FAMILY INVESTMENT CENTER$232,535$309,916,781$11,679,577$321,596,358
4BUTTONWOOD FINANCIAL GROUP, LLC$250,992$356,787,189$102,778,302$459,565,491
5GREENCOURSE FINANCIAL ADVISORS, LLC$259,723$183,154,296$6,183,765$189,338,061
6SIGNALPOINT ASSET MANAGEMENT LLC$290,046$381,691,560$9,291,105$390,982,665
7PROSPERITY PLANNING$313,851$249,070,853$5,462,188$254,533,041
8NICHOLSON CAPITAL MANAGEMENT, INC.$351,504$162,043,463$162,043,463
9FOUNDATION WEALTH MANAGEMENT, LLC$355,885$343,739,318$51,648,817$395,388,135
10CLAYTON FINANCIAL GROUP, LLC$398,224$24,188,175$924,380,487$948,568,662
11THE PLANNED APPROACH$412,844$206,422,156$206,422,156
12STERNECK CAPITAL MANAGEMENT LLC$413,056$204,271,515$21,670,211$225,941,726
13PARADIGM FINANCIAL ADVISORS LLC$490,273$425,553,462$79,427,218$504,980,680
14ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
15SIGNIFY WEALTH LLC$576,171$140,799,309$6,124,266$146,923,575
16CAUBLE & HARRE WEALTH MANAGEMENT, INC.$586,762$219,449,140$219,449,140
17CLARIS ADVISORS, LLC$615,475$382,209,888$382,209,888
18PLANCORP, LLC$702,265$4,352,496,626$186,244,015$4,538,740,641
19HILL INVESTMENT GROUP$715,108$677,922,107$677,922,107
20MONETA GROUP INVESTMENT ADVISORS, LLC$881,731$10,996,388,882$12,738,039,276$23,734,428,158
21SFC FINANCIAL LLC$905,304$159,333,520$159,333,520
22EIDELMAN VIRANT CAPITAL$1,265,814$332,909,001$332,909,001
23SUNPOINTE INVESTMENTS$1,871,556$48,705,243$61,716,535$110,421,778
24MATTER FAMILY OFFICE$13,471,188$113,010,757$2,796,765,893$2,909,776,650

Showing 1 to 24 of 24 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 Sabrina Straub.

*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.