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 FAMILY OFFICE$13,471,188$113,010,757$2,796,765,893$2,909,776,650
2SUNPOINTE INVESTMENTS$1,871,556$48,705,243$61,716,535$110,421,778
3EIDELMAN VIRANT CAPITAL$1,265,814$332,909,001$332,909,001
4SFC FINANCIAL LLC$905,304$159,333,520$159,333,520
5MONETA GROUP INVESTMENT ADVISORS, LLC$881,731$10,996,388,882$12,738,039,276$23,734,428,158
6HILL INVESTMENT GROUP$715,108$677,922,107$677,922,107
7PLANCORP, LLC$702,265$4,352,496,626$186,244,015$4,538,740,641
8CLARIS ADVISORS, LLC$615,475$382,209,888$382,209,888
9CAUBLE & HARRE WEALTH MANAGEMENT, INC.$586,762$219,449,140$219,449,140
10STERLING INVESTMENT ADVISORS,LLC$583,093$149,854,926$149,854,926
11SIGNIFY WEALTH LLC$576,171$140,799,309$6,124,266$146,923,575
12ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
13PARADIGM FINANCIAL ADVISORS LLC$490,273$425,553,462$79,427,218$504,980,680
14STERNECK CAPITAL MANAGEMENT LLC$413,056$204,271,515$21,670,211$225,941,726
15THE PLANNED APPROACH$412,844$206,422,156$206,422,156
16CLAYTON FINANCIAL GROUP, LLC$398,224$24,188,175$924,380,487$948,568,662
17FOUNDATION WEALTH MANAGEMENT, LLC$355,885$343,739,318$51,648,817$395,388,135
18NICHOLSON CAPITAL MANAGEMENT, INC.$351,504$162,043,463$162,043,463
19PROSPERITY PLANNING$313,851$249,070,853$5,462,188$254,533,041
20SIGNALPOINT ASSET MANAGEMENT LLC$290,046$381,691,560$9,291,105$390,982,665
21SUNDVOLD FINANCIAL$277,907$119,500,000$119,500,000
22GREENCOURSE FINANCIAL ADVISORS, LLC$259,723$183,154,296$6,183,765$189,338,061
23BUTTONWOOD FINANCIAL GROUP, LLC$250,992$356,787,189$102,778,302$459,565,491
24FAMILY INVESTMENT CENTER$232,535$309,916,781$11,679,577$321,596,358
25IFG ADVISORS, LLC$211,554$245,000,000$15,000,000$260,000,000
26CLARK FINANCIAL SERVICES GROUP, INC.$171,473$228,108,227$21,556,782$249,665,009
27THE WORLEY BANKS GROUP, LLC$161,820$128,000,000$128,000,000

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 Sabrina Straub.

*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.