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