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
1Oxford Financial Group, Ltd$1,603,328$2,719,235,088$10,857,748,927$13,576,984,015
2Valeo Financial Advisors$255,833$63,588,181$1,941,883,362$2,005,471,543
3Sheaff Brock Investment Advisors$431,091$1,100,574,123$0$1,100,574,123
4Donaldson Capital Management$430,685$1,004,372,781$51,236,758$1,055,609,539
5Bedel Financial Consulting Inc$246,163$891,563,288$36,962,784$928,526,072
6Column Capital Advisors$610,000$568,555,625$43,884,454$612,440,079
7Wallington Asset Management$1,031,573$586,964,881$0$586,964,881
8Deerfield Financial Advisors, Inc.$535,098$490,766,994$51,822,145$542,589,139
9Spectrum Management Group, Inc.$583,867$439,712,156$2,274,920$441,987,076
10AMI Investment Management Inc$2,530,193$417,481,864$0$417,481,864
11Payne Wealth Partners, Inc.$287,445$370,557,459$36,464,073$407,021,532
12Galecki Financial Management Inc$219,429$360,302,286$0$360,302,286
13Monarch Capital Management Inc$1,063,376$323,266,290$0$323,266,290
14Walter & Keenan Finanical Consulting Co$1,810,258$314,984,817$0$314,984,817
15IMC Advisors$3,402,724$189,201,471$113,640,957$302,842,428
16Dickmeyer Boyce Financial Management, Inc$206,286$263,427,494$0$263,427,494
17Northwest Financial Services Inc$761,642$246,367,317$8,782,588$255,149,905
18Winthrop Capital Management$683,582$219,518,736$17,684,186$237,202,922
19Market Street Wealth Management Advisors$210,197$235,000,000$0$235,000,000
20Biechele Royce Advisors, Inc.$165,379$201,239,439$18,384,349$219,623,788
21Treybourne Wealth Planners$830,071$169,065,540$39,282,218$208,347,758
22Castle Investment Advisory$411,715$194,788,869$13,538,999$208,327,868
23Peloton Wealth Strategists, Inc.$592,307$172,953,761$0$172,953,761
24Halter Ferguson Financial Inc$277,489$161,763,909$2,231,839$163,995,748
25Quantum Financial Services Inc.$500,886$0$159,782,783$159,782,783
26Indie Asset Partners, LLC$417,706$86,703,356$66,176,990$152,880,346
27Holistic Financial Partners, LLC$309,874$147,500,000$0$147,500,000
28WealthPoint Advisors$400,954$125,389,271$19,756,236$145,145,507
29Elser Financial Planning$443,750$142,000,000$0$142,000,000
30LJI Wealth Management$113,935$139,202,989$2,076,981$141,279,970
31Salzinger Sheaff Brock$504,387$131,645,008$0$131,645,008
32Bischoff Wealth Management Group, LLC$250,937$130,487,062$0$130,487,062
33Steven E Post$454,394$119,960,000$0$119,960,000
34Miller Financial Management$423,181$114,179,201$502,727$114,681,928
35Kessler Investment Group$102,426$86,801,311$21,053,097$107,854,408

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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.