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

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.