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$1,927,570$1,742,710,000$10,709,395,000$12,452,105,000
2Valeo Financial Advisors$410,959$72,869,763$1,370,005,865$1,442,875,628
3Donaldson Capital Management$488,662$922,218,128$45,331,809$967,549,937
4Bedel Financial Consulting Inc$221,412$760,682,221$45,036,072$805,718,293
5Sheaff Brock Investment Advisors$255,309$645,420,513$0$645,420,513
6Column Capital Advisors$458,306$573,120,487$14,885,814$588,006,301
7Deerfield Financial Advisors, Inc.$565,579$442,818,570$109,186,486$552,005,056
8Wallington Asset Management$972,899$499,097,431$0$499,097,431
9Spectrum Management Group, Inc.$645,030$447,188,594$1,752,537$448,941,131
10AMI Investment Management Inc$2,239,883$407,658,675$0$407,658,675
11Payne Wealth Partners, Inc.$1,647,650$341,494,269$39,112,877$380,607,146
12IMC Advisors$19,010,875$1,306,900$378,910,600$380,217,500
13Galecki Financial Management Inc$253,600$357,828,990$0$357,828,990
14Walter & Keenan Finanical Consulting Co$1,975,176$337,755,055$0$337,755,055
15Monarch Capital Management Inc$1,128,284$312,534,719$0$312,534,719
16Northwest Financial Services Inc$781,615$253,730,698$9,673,610$263,404,308
17Castle Investment Advisory$443,688$187,557,809$15,207,460$202,765,269
18Market Street Wealth Management Advisors$238,273$190,141,554$0$190,141,554
19Halter Ferguson Financial Inc$816,961$179,731,462$0$179,731,462
20Winthrop Capital Management$532,998$135,632,114$17,871,182$153,503,296
21Veros Partners, Inc.$71,188$152,699,210$0$152,699,210
22Treybourne Wealth Planners$587,856$122,373,695$26,941,619$149,315,314
23Dickmeyer Boyce Financial Management, Inc$156,293$142,070,594$0$142,070,594
24Quantum Financial Services Inc.$368,841$0$139,790,553$139,790,553
25WealthPoint Advisors$398,491$121,318,929$10,182,960$131,501,889
26Provident Capital Management Inc$209,222$122,882,009$559,005$123,441,014
27LJI Wealth Management$143,216$103,911,459$3,213,756$107,125,215
28Salzinger Sheaff Brock$459,227$107,000,000$0$107,000,000
29Kessler Investment Group$104,942$73,664,365$29,703,784$103,368,149

Showing 1 to 29 of 29 entries

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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.