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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1SFC FINANCIAL LLC$905,304$159,333,520$159,333,520
2SUNDVOLD FINANCIAL$277,907$119,500,000$119,500,000
3CLAYTON FINANCIAL GROUP, LLC$398,224$24,188,175$924,380,487$948,568,662
4SUNPOINTE INVESTMENTS$1,871,556$48,705,243$61,716,535$110,421,778
5MATTER FAMILY OFFICE$13,471,188$113,010,757$2,796,765,893$2,909,776,650
6THE WORLEY BANKS GROUP, LLC$161,820$128,000,000$128,000,000
7SIGNIFY WEALTH LLC$576,171$140,799,309$6,124,266$146,923,575
8STERLING INVESTMENT ADVISORS,LLC$583,093$149,854,926$149,854,926
9NICHOLSON CAPITAL MANAGEMENT, INC.$351,504$162,043,463$162,043,463
10GREENCOURSE FINANCIAL ADVISORS, LLC$259,723$183,154,296$6,183,765$189,338,061
11STERNECK CAPITAL MANAGEMENT LLC$413,056$204,271,515$21,670,211$225,941,726
12THE PLANNED APPROACH$412,844$206,422,156$206,422,156
13CAUBLE & HARRE WEALTH MANAGEMENT, INC.$586,762$219,449,140$219,449,140
14CLARK FINANCIAL SERVICES GROUP, INC.$171,473$228,108,227$21,556,782$249,665,009
15IFG ADVISORS, LLC$211,554$245,000,000$15,000,000$260,000,000
16PROSPERITY PLANNING$313,851$249,070,853$5,462,188$254,533,041
17FAMILY INVESTMENT CENTER$232,535$309,916,781$11,679,577$321,596,358
18EIDELMAN VIRANT CAPITAL$1,265,814$332,909,001$332,909,001
19FOUNDATION WEALTH MANAGEMENT, LLC$355,885$343,739,318$51,648,817$395,388,135
20BUTTONWOOD FINANCIAL GROUP, LLC$250,992$356,787,189$102,778,302$459,565,491
21SIGNALPOINT ASSET MANAGEMENT LLC$290,046$381,691,560$9,291,105$390,982,665
22CLARIS ADVISORS, LLC$615,475$382,209,888$382,209,888
23PARADIGM FINANCIAL ADVISORS LLC$490,273$425,553,462$79,427,218$504,980,680
24HILL INVESTMENT GROUP$715,108$677,922,107$677,922,107
25ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
26PLANCORP, LLC$702,265$4,352,496,626$186,244,015$4,538,740,641
27MONETA GROUP INVESTMENT ADVISORS, LLC$881,731$10,996,388,882$12,738,039,276$23,734,428,158

Showing 1 to 27 of 27 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 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.