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
1Valeo Financial Advisors$264,641$820,329,368$1,604,838,603$2,425,167,971
2Goelzer Investment Management$1,282,279$1,356,079,231$28,781,594$1,384,860,825
3Donaldson Capital Management$455,125$1,157,047,563$63,142,218$1,220,189,781
4Sheaff Brock Investment Advisors, LLC$831,892$1,052,343,077$0$1,052,343,077
5Bedel Financial Consulting Inc$297,462$958,169,187$38,327,111$996,496,298
6Column Capital Advisors$632,968$671,077,828$44,808,422$715,886,250
7Wallington Asset Management$1,049,956$617,373,888$0$617,373,888
8Deerfield Financial Advisors, Inc.$616,540$547,170,013$62,588,016$609,758,029
9Strategic Financial Group, LLC$206,530$476,615,955$112,614,698$589,230,653
10Payne Wealth Partners, Inc.$316,899$485,571,085$49,038,292$534,609,377
11Spectrum Management Group, Inc.$602,208$506,244,841$1,416,811$507,661,652
12AMI Investment Management Inc$2,368,760$442,958,065$0$442,958,065
13Galecki Financial Management Inc$222,305$362,356,734$0$362,356,734
14Walter & Keenan Finanical Consulting Co$1,795,455$339,340,932$0$339,340,932
15Monarch Capital Management Inc$1,062,559$336,831,328$0$336,831,328
16IMC Advisors$3,436,953$196,179,310$123,457,302$319,636,612
17Market Street Wealth Management Advisors$246,154$288,000,000$0$288,000,000
18Northwest Financial Services Inc$826,973$268,787,413$1,632,854$270,420,267
19Biechele Royce Advisors, Inc.$587,762$249,820,182$19,374,987$269,195,169
20Winthrop Capital Management$725,809$243,228,589$18,062,531$261,291,120
21Castle Investment Advisory, LLC$417,604$213,168,615$14,425,731$227,594,346
22Hurlow Wealth Management Group, Inc.$269,119$176,255,594$39,039,524$215,295,118
23Treybourne Wealth Planners$231,582$183,942,497$22,397,242$206,339,739
24Compass Wealth Advisors, LLC$166,126$200,567,950$1,773,553$202,341,503
25Holistic Financial Partners, LLC$370,968$171,561,380$20,600,000$192,161,380
26Elser Financial Planning$447,310$187,870,000$0$187,870,000
27Peloton Wealth Strategists, Inc.$609,460$179,181,109$0$179,181,109
28Halter Ferguson Financial Inc$295,285$168,673,131$2,887,672$171,560,803
29LJI Wealth Management$125,369$167,364,111$2,635,889$170,000,000
30Quantum Financial Services Inc.$406,305$0$162,928,446$162,928,446
31Indie Asset Partners, LLC$371,914$86,693,761$75,088,975$161,782,736
32WealthPoint Advisors$415,425$137,924,490$22,014,299$159,938,789
33Dickmeyer Boyce Financial Management, Inc$194,471$154,993,413$0$154,993,413
34Steven E Post$425,983$148,241,966$0$148,241,966
35Kessler Investment Group$124,414$122,975,683$19,478,641$142,454,324
36Bischoff Wealth Management Group, LLC$251,157$130,601,437$0$130,601,437
37Miller Financial Management$435,708$118,401,371$547,029$118,948,400

Showing 1 to 37 of 37 entries

Page 1

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 Laura Picariello.

*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.