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

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.