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 |
|---|---|---|---|---|---|
| 1 | WR WEALTH PLANNERS LLC | $156,809 | $287,806,755 | $45,255,483 | $333,062,238 |
| 2 | THE WORLEY BANKS GROUP, LLC | $163,120 | $182,530,752 | — | $182,530,752 |
| 3 | STEVE ROBBINS, INC. | $204,847 | $112,051,230 | — | $112,051,230 |
| 4 | CLARK FINANCIAL SERVICES GROUP, INC. | $210,063 | $323,671,116 | $32,175,125 | $355,846,241 |
| 5 | IFG ADVISORS, LLC | $228,828 | $391,000,000 | $17,000,000 | $408,000,000 |
| 6 | MAXELE ADVISORS, LLC | $243,317 | $131,148,000 | — | $131,148,000 |
| 7 | RETIREMENT BENCHMARK, LLC | $276,559 | $13,726,085 | $3,454,319,529 | $3,468,045,614 |
| 8 | BUTTONWOOD FINANCIAL GROUP, LLC | $295,120 | $448,827,547 | $134,920,277 | $583,747,824 |
| 9 | FAMILY INVESTMENT CENTER | $301,276 | $483,548,203 | — | $483,548,203 |
| 10 | SIGNALPOINT ASSET MANAGEMENT LLC | $358,845 | $505,830,211 | $9,112,115 | $514,942,326 |
| 11 | PROSPERITY PLANNING | $364,876 | $363,036,381 | $7,312,605 | $370,348,986 |
| 12 | FOUNDATION WEALTH MANAGEMENT, LLC | $381,139 | $466,005,521 | $63,396,054 | $529,401,575 |
| 13 | SUNDVOLD FINANCIAL | $388,372 | — | $167,000,000 | $167,000,000 |
| 14 | MCCARTNEY WEALTH MANAGEMENT LLC | $403,787 | $140,921,825 | — | $140,921,825 |
| 15 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | $419,431 | $219,362,499 | — | $219,362,499 |
| 16 | STERNECK CAPITAL MANAGEMENT LLC | $454,322 | $253,125,343 | $22,648,173 | $275,773,516 |
| 17 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | $472,073 | $1,864,088,766 | $55,361,721 | $1,919,450,487 |
| 18 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | $474,310 | $153,202,113 | — | $153,202,113 |
| 19 | CLAYTON FINANCIAL GROUP, LLC | $481,218 | $57,826,954 | $1,324,712,810 | $1,382,539,764 |
| 20 | CONVERGENT WEALTH MANAGEMENT, LLC | $490,671 | $116,289,000 | — | $116,289,000 |
| 21 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | $587,681 | $239,774,000 | — | $239,774,000 |
| 22 | BRAND ASSET MANAGEMENT GROUP, INC. | $661,736 | $824,262,371 | $34,671,266 | $858,933,637 |
| 23 | CLARIS ADVISORS, LLC | $695,513 | $545,978,059 | — | $545,978,059 |
| 24 | STERLING INVESTMENT ADVISORS,LLC | $749,800 | $195,697,798 | — | $195,697,798 |
| 25 | SIGNIFY WEALTH LLC | $793,427 | $197,617,311 | $7,880,177 | $205,497,488 |
| 26 | SFC FINANCIAL LLC | $988,796 | — | $220,501,408 | $220,501,408 |
| 27 | MONETA GROUP INVESTMENT ADVISORS, LLC | $988,809 | $18,237,583,315 | $14,651,179,572 | $32,888,762,887 |
| 28 | PLANCORP, LLC | $993,781 | $5,733,023,128 | $344,941,733 | $6,077,964,861 |
| 29 | BRADY FAMILY WEALTH, LLC | $1,220,496 | $199,903,727 | $56,400,339 | $256,304,066 |
| 30 | ARGOS CAPITAL PARTNERS, LLC | $1,671,345 | $297,967,976 | $1,050,807,487 | $1,348,775,463 |
| 31 | EIDELMAN VIRANT CAPITAL | $2,162,259 | $307,040,802 | — | $307,040,802 |
| 32 | MATTER FAMILY OFFICE | $16,200,890 | $157,594,916 | $3,244,591,923 | $3,402,186,839 |
Showing 1 to 32 of 32 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.
