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
1Matter Family Office$10,289,873$89,767,901$2,338,642,008$2,428,409,909
2Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
3Lowenhaupt Global Advisors, Llc$1,971,657$1,046,949,852$1,046,949,852
4Eidelman Virant Capital$1,051,079$292,200,000$292,200,000
5Sfc Financial Llc$821,330$143,732,747$143,732,747
6Moneta Group Investment Advisors, Llc$798,198$9,217,129,738$11,040,339,199$20,257,468,937
7Plancorp, Llc$582,332$3,504,332,862$166,104,645$3,670,437,507
8Greenway Family Office, Llc$563,682$146,058,254$236,117,939$382,176,193
9Cauble & Harre Wealth Management, Inc.$562,045$201,212,000$201,212,000
10Buckingham Strategic Wealth$534,734$14,480,969,253$1,042,360,927$15,523,330,180
11Claris Advisors, Llc$533,839$303,754,172$303,754,172
12Sterling Investment Advisors,Llc$510,833$130,773,123$130,773,123
13Signify Wealth Llc$469,142$96,773,143$10,660,436$107,433,579
14Acropolis Investment Management, L.L.C.$464,251$1,141,362,730$20,194,453$1,161,557,183
15Frontier Wealth Management, LLC$411,116$1,723,038,998$503,156,767$2,226,195,765
16Sterneck Capital Management Llc$357,333$196,693,388$21,994,132$218,687,520
17Clayton Financial Group, Llc$347,712$728,108,686$728,108,686
18The Planned Approach, Inc.$346,010$186,845,420$186,845,420
19Paradigm Financial Advisors Llc$336,275$390,463,573$53,756,254$444,219,827
20Foundation Wealth Management, Llc$328,986$284,169,536$39,881,856$324,051,392
21Nicholson Capital Management, Inc.$322,990$135,978,641$135,978,641
22Signalpoint Asset Management Llc$254,692$328,741,507$9,234,378$337,975,885
23Greencourse Financial Advisors, Llc$234,830$158,874,904$6,210,735$165,085,639
24Ifg Advisors, Llc$222,322$233,000,000$14,000,000$247,000,000
25Family Investment Center$214,536$271,390,487$9,436,672$280,827,159
26Precision Wealth Strategies, Llc$186,296$11,200,000$89,400,000$100,600,000
27Clark Financial Services Group, Inc.$156,045$202,301,654$19,594,149$221,895,803

Showing 1 to 27 of 27 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 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.