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

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.