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