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
1Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
2Buckingham Strategic Wealth, Llc$563,306$15,675,527,939$1,128,439,244$16,803,967,183
3Plancorp, Llc$702,265$4,352,496,626$186,244,015$4,538,740,641
4Matter Family Office$13,471,188$113,010,757$2,796,765,893$2,909,776,650
5Frontier Wealth Management, Llc$400,122$2,003,375,083$439,767,974$2,443,143,057
6Zemenick & Walker Inc$9,266,984$2,029,469,485$2,029,469,485
7Acropolis Investment Management, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
8Clayton Financial Group, Llc$398,224$24,188,175$924,380,487$948,568,662
9Paradigm Financial Advisors Llc$490,273$425,553,462$79,427,218$504,980,680
10Foundation Wealth Management, Llc$355,885$343,739,318$51,648,817$395,388,135
11Signalpoint Asset Management Llc$290,046$381,691,560$9,291,105$390,982,665
12Claris Advisors, Llc$615,475$382,209,888$382,209,888
13Eidelman Virant Capital$1,265,814$332,909,001$332,909,001
14Family Investment Center$232,535$309,916,781$11,679,577$321,596,358
15Prosperity Planning$313,851$249,070,853$5,462,188$254,533,041
16Clark Financial Services Group, Inc.$171,473$228,108,227$21,556,782$249,665,009
17The Planned Approach$474,744$226,452,826$226,452,826
18Sterneck Capital Management Llc$413,056$204,271,515$21,670,211$225,941,726
19Cauble & Harre Wealth Management, Inc.$586,762$219,449,140$219,449,140
20Greencourse Financial Advisors, Llc$259,723$183,154,296$6,183,765$189,338,061
21Nicholson Capital Management, Inc.$351,504$162,043,463$162,043,463
22Sfc Financial Llc$905,304$159,333,520$159,333,520

Showing 1 to 22 of 22 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.