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$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
2Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
3Donaldson Capital Management LLC$618,454$2,018,120,165$123,585,077$2,141,705,242
4Bedel Financial Consulting Inc$404,530$1,576,014,403$4,482,582$1,580,496,985
5Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
6Wallington Asset Management, LLC$1,152,132$909,031,852$909,031,852
7Strategic Benefit Consultants, Inc.$334,306$824,445,106$2,963,150$827,408,256
8Strategiq Financial Group, LLC$266,571$708,550,040$39,713,435$748,263,475
9Spectrum Management Group, LLC.$691,941$691,937,835$19,377,786$711,315,621
10Indie Asset Partners, LLC$860,988$648,324,316$648,324,316
11Security Financial Services, Inc.$302,856$644,206,101$16,019,921$660,226,022
12Deerfield Financial Advisors, Inc.$779,709$610,371,468$105,401,694$715,773,162
13Galecki Financial Management Inc$280,918$552,566,334$552,566,334
14Elser Financial Planning, Inc.$601,365$500,336,015$500,336,015
15Market Street Wealth Management Advisors, LLC$322,937$423,024,876$1,637,597$424,662,473
16Monarch Capital Management Inc$1,642,578$409,002,038$409,002,038
17Northwest Financial Services Inc$1,069,666$388,595,055$763,474$389,358,529
18Treybourne Wealth Planners, Inc.$330,041$370,083,549$52,038,389$422,121,938
19Hurlow Wealth Management Group, Inc.$320,501$331,494,173$58,555,507$390,049,680
20Castle Investment Advisory, LLC$475,303$313,647,100$20,015,678$333,662,778
21Halter Ferguson Financial Inc$463,028$300,093,414$411,904$300,505,318
22Fi3 Financial Advisors, LLC$502,765$288,317,640$48,534,606$336,852,246
23Holistic Financial Partners, LLC$408,887$277,634,121$277,634,121
24IMC Advisors, LLC$4,105,198$276,685,360$121,518,812$398,204,172
25Pathway Financial Advisers, LLC$221,662$271,535,416$271,535,416
26Peloton Wealth Strategists, Inc.$848,740$260,563,179$260,563,179
27Dickmeyer Boyce Financial Management, Inc$225,472$236,745,114$236,745,114
28Wealthpoint Advisors LLC$491,019$235,689,234$235,689,234
29BCGM Wealth Management, LLC$187,715$201,491,361$38,595,611$240,086,972
30Shoreline Asset Management, LLC$311,836$196,280,361$799,781$197,080,142
31Kessler Investment Group, LLC$180,582$143,006,241$26,379,296$169,385,537
32Street Capital Partners, LLC$398,719$139,551,584$139,551,584
33TKG Advisors, LLC$230,867$136,211,764$136,211,764
34Quantum Financial Services Inc.$607,439$252,087,018$252,087,018

Showing 1 to 34 of 34 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 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.