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
1Moneta Group Investment Advisors, Llc$798,198$9,217,129,738$11,040,339,199$20,257,468,937
2Buckingham Strategic Wealth$534,734$14,480,969,253$1,042,360,927$15,523,330,180
3Plancorp, Llc$582,332$3,504,332,862$166,104,645$3,670,437,507
4Matter Family Office$10,289,873$89,767,901$2,338,642,008$2,428,409,909
5Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
6Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
7Acropolis Investment Management, L.L.C.$464,251$1,141,362,730$20,194,453$1,161,557,183
8Lowenhaupt Global Advisors, Llc$1,971,657$1,046,949,852$1,046,949,852
9Clayton Financial Group, Llc$347,712$728,108,686$728,108,686
10Paradigm Financial Advisors Llc$336,275$390,463,573$53,756,254$444,219,827
11Greenway Family Office, Llc$563,682$146,058,254$236,117,939$382,176,193
12Signalpoint Asset Management Llc$254,692$328,741,507$9,234,378$337,975,885
13Foundation Wealth Management, Llc$328,986$284,169,536$39,881,856$324,051,392
14Claris Advisors, Llc$533,839$303,754,172$303,754,172
15Eidelman Virant Capital$1,051,079$292,200,000$292,200,000
16Family Investment Center$214,536$271,390,487$9,436,672$280,827,159
17Ifg Advisors, Llc$222,322$233,000,000$14,000,000$247,000,000
18Clark Financial Services Group, Inc.$156,045$202,301,654$19,594,149$221,895,803
19Sterneck Capital Management Llc$357,333$196,693,388$21,994,132$218,687,520
20Cauble & Harre Wealth Management, Inc.$562,045$201,212,000$201,212,000
21The Planned Approach, Inc.$346,010$186,845,420$186,845,420
22Greencourse Financial Advisors, Llc$234,830$158,874,904$6,210,735$165,085,639
23Sfc Financial Llc$821,330$143,732,747$143,732,747
24Nicholson Capital Management, Inc.$322,990$135,978,641$135,978,641
25Sterling Investment Advisors,Llc$510,833$130,773,123$130,773,123
26Signify Wealth Llc$469,142$96,773,143$10,660,436$107,433,579
27Precision Wealth Strategies, Llc$186,296$11,200,000$89,400,000$100,600,000

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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.