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$350,385$2,278,401,110$1,066,370,854$3,344,771,964
2Goelzer Investment Management$3,246,104$1,487,839,467$89,766,850$1,577,606,317
3Donaldson Capital Management$510,324$1,408,742,580$75,279,481$1,484,022,061
4Bedel Financial Consulting Inc$317,732$1,188,757,563$21,165,808$1,209,923,371
5Column Capital Advisors$694,407$803,578,647$39,431,219$843,009,866
6Wallington Asset Management$1,195,130$707,517,142$0$707,517,142
7Strategic Financial Group, LLC$234,674$586,255,845$92,656,365$678,912,210
8Deerfield Financial Advisors, Inc.$642,124$600,306,110$72,640,192$672,946,302
9Winthrop Capital Management$1,544,207$554,452,317$18,448,571$572,900,888
10Spectrum Management Group, Inc.$635,024$547,097,752$1,562,721$548,660,473
11AMI Investment Management Inc$2,361,505$512,446,604$0$512,446,604
12Galecki Financial Management Inc$261,428$449,134,090$0$449,134,090
13Walter & Keenan Finanical Consulting Co$1,986,365$387,341,223$0$387,341,223
14Monarch Capital Management Inc$1,362,265$340,566,125$0$340,566,125
15IMC Advisors$3,715,665$225,477,573$108,932,233$334,409,806
16Indie Asset Partners, LLC$437,263$172,753,297$149,072,013$321,825,310
17Market Street Wealth Management Advisors$257,101$312,377,333$0$312,377,333
18Northwest Financial Services Inc$904,966$305,622,689$255,979$305,878,668
19Biechele Royce Advisors, Inc.$709,633$279,065,372$23,948,098$303,013,470
20Elser Financial Planning$663,763$300,021,057$0$300,021,057
21Hurlow Wealth Management Group, Inc.$281,222$214,070,778$50,278,366$264,349,144
22Castle Investment Advisory, LLC$455,141$250,113,114$12,047,886$262,161,000
23Treybourne Wealth Planners$249,041$218,345,910$25,216,503$243,562,413
24LJI Wealth Management$139,618$210,571,160$3,184,717$213,755,877
25Holistic Financial Partners, LLC$375,119$211,942,025$0$211,942,025
26Peloton Wealth Strategists, Inc.$1,647,262$197,671,478$0$197,671,478
27WealthPoint Advisors$432,148$159,848,206$28,568,270$188,416,476
28Steven E Post$490,282$185,816,793$0$185,816,793
29Quantum Financial Services Inc.$423,974$0$181,884,911$181,884,911
30Dickmeyer Boyce Financial Management, Inc$211,837$179,637,565$0$179,637,565
31Halter Ferguson Financial Inc$295,761$157,084,929$851,683$157,936,612
32Wealth Advisory Solutions, LLC$128,444$149,775,033$2,302,994$152,078,027
33Kessler Investment Group$137,026$123,068,489$21,493,600$144,562,089
34Bischoff Wealth Management Group, LLC$293,127$139,382,100$4,250,295$143,632,395
35Miller Financial Management$431,534$124,042,242$671,063$124,713,305

Showing 1 to 35 of 35 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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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