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$311,683$2,541,458,239$1,209,024,570$3,750,482,809
2Donaldson Capital Management$504,399$1,540,367,805$72,699,967$1,613,067,772
3Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
4Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
5Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
6Column Capital Advisors$626,586$787,151,719$33,049,281$820,201,000
7Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
8Wallington Asset Management$1,138,022$675,985,316$675,985,316
9Strategic Financial Group, LLC$230,230$598,500,000$71,700,000$670,200,000
10Deerfield Financial Advisors, Inc.$616,713$555,001,820$74,044,990$629,046,810
11Sbc Wealth Management$252,770$534,609,178$534,609,178
12Spectrum Management Group, Inc.$590,725$521,977,314$1,405,455$523,382,769
13AMI Investment Management Inc$1,857,838$501,616,355$501,616,355
14Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
15Galecki Financial Management Inc$212,186$434,768,404$434,768,404
16Indie Asset Partners, LLC$539,547$367,431,559$367,431,559
17Elser Financial Planning$577,077$334,127,511$334,127,511
18Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
19Biechele Royce Advisors, Inc.$674,352$290,337,820$25,933,289$316,271,109
20Market Street Wealth Management Advisors$266,182$315,425,247$315,425,247
21IMC Advisors$3,424,413$208,814,141$99,382,994$308,197,135
22Northwest Financial Services Inc$820,210$295,532,573$563,261$296,095,834
23Castle Investment Advisory, LLC$442,485$265,830,203$16,475,335$282,305,538
24Hurlow Wealth Management Group, Inc.$247,122$220,387,068$48,481,131$268,868,199
25LJI Wealth Management$153,194$241,201,880$2,836,351$244,038,231
26Treybourne Wealth Planners$233,041$213,143,953$23,392,416$236,536,369
27Fi3 Financial Advisors, LLC$435,535$207,779,532$21,311,629$229,091,161
28Holistic Financial Partners, LLC$340,886$201,804,656$201,804,656
29Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
30Peloton Wealth Strategists, Inc.$636,404$187,102,781$187,102,781
31Steven E Post$446,646$185,358,195$185,358,195
32Dickmeyer Boyce Financial Management, Inc$183,649$177,221,677$177,221,677
33WealthPoint Advisors$458,319$161,328,330$161,328,330
34Bischoff Wealth Management Group, LLC$261,044$145,355,500$5,789,000$151,144,500
35Halter Ferguson Financial Inc$263,607$141,570,063$514,028$142,084,091
36Kessler Investment Group$120,587$109,523,626$17,936,531$127,460,157
37Miller Financial Management$396,171$119,627,186$808,735$120,435,921
38Imc Advisors, Llc$145,933$113,681,957$113,681,957

Showing 1 to 38 of 38 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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.