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

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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.