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$446,583$19,532,022$1,160,787,790$1,180,319,812
2Donaldson Capital Management$475,416$665,499,703$36,689,537$702,189,240
3Bedel Financial Consulting Inc.$245,039$660,379,144$0$660,379,144
4Deerfield Financial Advisors Inc.$540,744$419,203,190$109,644,528$528,847,718
5Sheaff Brock Investment Advisors$276,423$510,000,000$0$510,000,000
6Column Capital Advisors$647,277$456,977,559$0$456,977,559
7Spectrum Management Group Inc.$675,770$425,842,200$1,919,900$427,762,100
8Wallington Asset Management$859,142$421,838,825$0$421,838,825
9AMI Investment Management Inc.$3,380,985$361,765,342$0$361,765,342
10IMC Advisors$18,247,947$0$346,711,000$346,711,000
11Payne Wealth Partners Inc.$1,459,459$293,753,057$31,706,406$325,459,463
12Galecki Financial Management Inc.$244,607$304,535,744$0$304,535,744
13Walter & Keenan Finanical Consulting Co.$1,912,429$286,864,282$0$286,864,282
14Monarch Capital Management Inc.$965,127$263,479,659$0$263,479,659
15Northwest Financial Services Inc.$648,279$207,933,251$6,647,037$214,580,288
16Castle Investment Advisory$461,318$157,948,623$13,200,459$171,149,082
17Market Street Wealth Management Advisors$1,081,081$160,000,000$0$160,000,000
18Halter Ferguson Financial Inc.$785,974$147,763,068$0$147,763,068
19Treybourne Wealth Planners$570,887$108,153,207$23,721,723$131,874,930
20Veros Partners Inc.$46,590$126,724,127$0$126,724,127
21Quantum Financial Services Inc.$350,765$0$125,573,979$125,573,979
22Provident Capital Management Inc.$185,337$120,232,556$2,645,742$122,878,298
23Dickmeyer Boyce Financial Management Inc.$154,162$122,096,415$0$122,096,415
24Canterbury Investment Management$566,502$109,000,000$6,000,000$115,000,000
25LJI Wealth Management$163,009$102,000,000$2,000,000$104,000,000
26Wealthpoint Advisors$352,868$92,551,585$8,721,634$101,273,219

Showing 1 to 26 of 26 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 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, 2012. (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.