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 |
|---|---|---|---|---|---|
| 1 | AMI INVESTMENT MANAGEMENT INC | $2,590,645 | $730,561,763 | — | $730,561,763 |
| 2 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | $237,789 | $172,249,319 | $8,232,812 | $180,482,131 |
| 3 | ASSET MANAGEMENT STRATEGIES, INC. | $96,421 | $157,456,068 | — | $157,456,068 |
| 4 | BEDEL FINANCIAL CONSULTING INC | $440,066 | $1,885,007,422 | $6,836,100 | $1,891,843,522 |
| 5 | BIECHELE ROYCE ADVISORS, INC. | $857,473 | $460,790,312 | $42,546,372 | $503,336,684 |
| 6 | BOOKENDS FINANCIAL PLANNING | $193,944 | $226,859,353 | $9,946,772 | $236,806,125 |
| 7 | COLUMN CAPITAL ADVISORS, LLC | $838,240 | $1,290,086,989 | $57,802,429 | $1,347,889,418 |
| 8 | CX INSTITUTIONAL, LLC | $290,552 | $1,480,654,465 | — | $1,480,654,465 |
| 9 | DEERFIELD | $823,116 | $663,526,211 | $106,910,496 | $770,436,707 |
| 10 | DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | $271,397 | $295,551,798 | — | $295,551,798 |
| 11 | DONALDSON CAPITAL MANAGEMENT LLC | $739,409 | $2,616,028,278 | — | $2,616,028,278 |
| 12 | ELSER FINANCIAL PLANNING, INC. | $1,543,594 | $648,992,613 | $930,104,423 | $1,579,097,036 |
| 13 | FI3 FINANCIAL ADVISORS, LLC | $661,060 | $533,808,191 | $72,383,981 | $606,192,172 |
| 14 | GALECKI FINANCIAL MANAGEMENT INC | $328,951 | $621,059,259 | — | $621,059,259 |
| 15 | GETTINGS REED FINANCIAL | $231,348 | $272,033,935 | $41,673,542 | $313,707,477 |
| 16 | GOELZER INVESTMENT MANAGEMENT | $1,682,136 | $2,398,781,842 | $16,764,864 | $2,415,546,706 |
| 17 | HALTER FERGUSON FINANCIAL INC | $456,226 | $342,928,967 | $153,216 | $343,082,183 |
| 18 | HOLISTIC FINANCIAL PARTNERS, LLC | $464,147 | $329,080,033 | — | $329,080,033 |
| 19 | HOWARD BAILEY SECURITIES, LLC | $65,653 | $324,368,189 | $15,846,232 | $340,214,421 |
| 20 | HURLOW WEALTH MANAGEMENT GROUP, INC. | $354,463 | $409,974,455 | $71,386,280 | $481,360,735 |
| 21 | IMC ADVISORS, LLC | $4,486,253 | $324,512,999 | $128,598,553 | $453,111,552 |
| 22 | INDIE ASSET PARTNERS, LLC | $940,740 | $701,113,350 | $1,619,684 | $702,733,034 |
| 23 | KESSLER INVESTMENT GROUP, LLC | $202,124 | $219,651,033 | $8,345,208 | $227,996,241 |
| 24 | KOTYS WEALTH PROFESSIONALS | $278,792 | $181,493,871 | — | $181,493,871 |
| 25 | LAUER WEALTH MANAGEMENT | $177,934 | $121,350,850 | — | $121,350,850 |
| 26 | LAUGHLIN FINANCIAL LLC | $392,955 | $85,190,769 | $42,912,400 | $128,103,169 |
| 27 | LJI WEALTH MANAGEMENT, LLC | $215,119 | $553,716,122 | — | $553,716,122 |
| 28 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | $398,707 | $568,040,347 | $2,907,445 | $570,947,792 |
| 29 | MONARCH CAPITAL MANAGEMENT INC | $1,842,282 | $490,046,937 | — | $490,046,937 |
| 30 | NORTHWEST FINANCIAL SERVICES INC | $1,215,295 | $449,659,059 | — | $449,659,059 |
| 31 | OXFORD FINANCIAL GROUP, LTD | $1,695,544 | $7,264,284,704 | $9,799,671,503 | $17,063,956,207 |
| 32 | PATHWAY FINANCIAL ADVISERS, LLC | $247,845 | $351,939,635 | — | $351,939,635 |
| 33 | PELOTON WEALTH STRATEGISTS, INC. | $939,109 | $304,271,196 | — | $304,271,196 |
| 34 | PILE WEALTH MANAGEMENT | $631,247 | $111,730,632 | — | $111,730,632 |
| 35 | QUANTUM FINANCIAL SERVICES INC. | $3,090,388 | — | $321,400,309 | $321,400,309 |
| 36 | SBC WEALTH MANAGEMENT | $362,294 | $1,006,504,371 | $3,208,315 | $1,009,712,686 |
| 37 | SHORELINE WEALTH ADVISORS | $335,247 | $222,603,939 | — | $222,603,939 |
| 38 | SPECTRUM WEALTH MANAGEMENT | $855,621 | $955,832,371 | $21,286,251 | $977,118,622 |
| 39 | STRATEGIQ FINANCIAL GROUP, LLC | $546,570 | $1,810,353,011 | $15,736,185 | $1,826,089,196 |
| 40 | SYM FINANCIAL ADVISORS | $890,441 | $3,076,470,056 | $630,435,106 | $3,706,905,162 |
| 41 | TEEPLE WEALTH MANAGEMENT, LLC | $114,624 | $476,350 | $113,917,990 | $114,394,340 |
| 42 | TRUST INVESTMENT ADVISORS | $435,895 | $170,434,821 | — | $170,434,821 |
| 43 | VALEO FINANCIAL ADVISORS, LLC | $510,225 | $4,996,070,358 | $2,281,774,710 | $7,277,845,068 |
| 44 | WALLINGTON ASSET MANAGEMENT | $1,295,160 | $1,027,061,512 | — | $1,027,061,512 |
| 45 | WALTER KEENAN WEALTH MANAGEMENT | $2,596,682 | $590,220,353 | $180,994,068 | $771,214,421 |
| 46 | WEALTH ADVISORS GROUP | $344,053 | $754,999,486 | $29,786,508 | $784,785,994 |
| 47 | WEALTHPOINT ADVISORS LLC | $490,120 | $293,091,491 | — | $293,091,491 |
| 48 | WINTHROP CAPITAL MANAGEMENT | $5,795,894 | $4,474,317,892 | $112,287 | $4,474,430,179 |
| 49 | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | $476,790 | — | $396,689,542 | $396,689,542 |
Showing 1 to 49 of 49 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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
