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

Showing 1 to 33 of 33 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 Research.

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

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.