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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Clark Financial Services Group, Inc.$148,531$189,327,903$19,952,347$209,280,250
2Family Investment Center$214,536$271,390,487$9,436,672$280,827,159
3IFG Advisors$222,322$233,000,000$14,000,000$247,000,000
4Greencourse Financial Advisors, LLC$234,830$158,874,904$6,210,735$165,085,639
5SignaLPoint Asset Management$254,692$328,741,507$9,234,378$337,975,885
6Nicholson Capital Management, Inc.$322,990$135,978,641$135,978,641
7Sterneck Capital Management Llc$327,113$115,143,821$115,143,821
8Foundation Wealth Management$328,986$284,169,536$39,881,856$324,051,392
9Paradigm Financial Advisors$336,275$390,463,573$53,756,254$444,219,827
10The Planned Approach, Inc.$346,010$186,845,420$186,845,420
11Clayton Financial Group, LLC$347,712$728,108,686$728,108,686
12Walker Asset Management, LLC$352,631$137,525,970$137,525,970
13Sterneck Capital Management$357,333$196,693,388$21,994,132$218,687,520
14Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
15Acropolis Investment Management$464,251$1,141,362,730$20,194,453$1,161,557,183
16Sterling Investment Advisors,LLC$510,833$130,773,123$130,773,123
17Claris Advisors$533,839$303,754,172$303,754,172
18Cauble & Harre Wealth Management, Inc.$540,481$162,144,201$162,144,201
19Buckingham Strategic Wealth$542,930$13,851,296,825$1,056,476,124$14,907,772,949
20Greenway Family Office, LLC$563,682$146,058,254$236,117,939$382,176,193
22Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
23SFC Financial LLC$821,330$143,732,747$143,732,747
24Eidelman Virant Capital$1,051,079$292,200,000$292,200,000
25Lowenhaupt Global Advisors, LLC$1,971,657$1,046,949,852$1,046,949,852
26Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
27Matter Family Office$10,289,873$89,767,901$2,338,642,008$2,428,409,909

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.


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