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

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.