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$921,294$183,337,439$183,337,439
2Sundvold Capital Management LLC$322,196$135,000,000$135,000,000
3Retirement Benchmark, LLC$274,298$13,550,787$2,990,564,357$3,004,115,144
4SUNPOINTE INVESTMENTS$1,871,556$48,705,243$61,716,535$110,421,778
5Clayton Financial Group, LLC$462,962$55,909,317$1,046,865,460$1,102,774,777
6Eagle Bluffs Wealth Management LLC$526,249$103,144,744$103,144,744
7McCartney Wealth Management LLC$367,908$108,164,872$108,164,872
8Matter, LLC$14,341,236$132,663,359$2,893,337,523$3,026,000,882
9The Worley Banks Group, LLC$161,173$160,045,000$160,045,000
10Sterling Investment Advisors,LLC$638,819$168,009,449$168,009,449
11Signify Wealth LLC$780,679$169,925,613$7,288,575$177,214,188
12GREENCOURSE FINANCIAL ADVISORS, LLC$259,723$183,154,296$6,183,765$189,338,061
13Nicholson Capital Management, Inc.$386,835$185,294,015$185,294,015
14Argos Capital Partners, LLC$2,171,248$202,908,032$1,082,471,049$1,285,379,081
15Sterneck Capital Management LLC$420,749$212,134,521$20,960,543$233,095,064
16Cauble & Harre Wealth Management, Inc.$621,434$241,737,899$241,737,899
17The Planned Approach, Inc.$534,708$265,750,121$265,750,121
18Clark Financial Services Group Inc$190,017$267,328,752$23,967,177$291,295,929
19WR Wealth Planners LLC$174,299$268,420,940$268,420,940
20Prosperity Planning, Inc.$332,552$287,842,966$6,465,233$294,308,199
21IFG Advisors, LLC$231,105$301,000,000$17,000,000$318,000,000
22Eidelman Virant Capital$1,295,765$319,087,442$11,332,512$330,419,954
23Family Investment Center, Inc.$277,660$391,068,891$10,982,962$402,051,853
24Buttonwood Financial Group, LLC$255,103$396,411,761$114,303,512$510,715,273
25Foundation Wealth Management, LLC$373,708$400,675,771$55,248,597$455,924,368
26Signalpoint Asset Management LLC$314,436$426,115,051$9,064,825$435,179,876
27Claris Advisors, LLC$615,959$433,019,320$433,019,320
28Paradigm Financial Advisors LLC$414,589$459,837,777$88,248,398$548,086,175
29Brand Asset Management Group, Inc.$605,303$668,472,563$39,126,673$707,599,236
30HILL INVESTMENT GROUP$715,108$677,922,107$677,922,107
31Acropolis Investment Management, L.L.C.$487,098$1,600,751,093$53,433,029$1,654,184,122
32Plancorp, LLC$774,897$4,843,278,870$224,544,791$5,067,823,661
33Moneta Group Investment Advisors, LLC$917,225$13,835,686,162$13,582,014,825$27,417,700,987

Showing 1 to 33 of 33 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.