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

Showing 1 to 34 of 34 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 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.