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

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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.