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 | Valeo Financial Advisors | $350,385 | $2,278,401,110 | $1,066,370,854 | $3,344,771,964 |
| 2 | Goelzer Investment Management | $3,246,104 | $1,487,839,467 | $89,766,850 | $1,577,606,317 |
| 3 | Donaldson Capital Management | $510,324 | $1,408,742,580 | $75,279,481 | $1,484,022,061 |
| 4 | Bedel Financial Consulting Inc | $317,732 | $1,188,757,563 | $21,165,808 | $1,209,923,371 |
| 5 | Sheaff Brock Investment Advisors, LLC | $951,168 | $1,041,986,902 | $493,061 | $1,042,479,963 |
| 6 | Column Capital Advisors | $694,407 | $803,578,647 | $39,431,219 | $843,009,866 |
| 7 | Wallington Asset Management | $1,195,130 | $707,517,142 | $0 | $707,517,142 |
| 8 | Strategic Financial Group, LLC | $234,674 | $586,255,845 | $92,656,365 | $678,912,210 |
| 9 | Deerfield Financial Advisors, Inc. | $642,124 | $600,306,110 | $72,640,192 | $672,946,302 |
| 10 | Winthrop Capital Management | $1,544,207 | $554,452,317 | $18,448,571 | $572,900,888 |
| 11 | Spectrum Management Group, Inc. | $635,024 | $547,097,752 | $1,562,721 | $548,660,473 |
| 12 | AMI Investment Management Inc | $2,361,505 | $512,446,604 | $0 | $512,446,604 |
| 13 | Sbc Wealth Management | $369,775 | $503,263,688 | $0 | $503,263,688 |
| 14 | Galecki Financial Management Inc | $261,428 | $449,134,090 | $0 | $449,134,090 |
| 15 | Walter & Keenan Finanical Consulting Co | $1,986,365 | $387,341,223 | $0 | $387,341,223 |
| 16 | Monarch Capital Management Inc | $1,362,265 | $340,566,125 | $0 | $340,566,125 |
| 17 | IMC Advisors | $3,715,665 | $225,477,573 | $108,932,233 | $334,409,806 |
| 18 | Market Street Wealth Management Advisors | $260,819 | $328,371,555 | $0 | $328,371,555 |
| 19 | Indie Asset Partners, LLC | $437,263 | $172,753,297 | $149,072,013 | $321,825,310 |
| 20 | Northwest Financial Services Inc | $904,966 | $305,622,689 | $255,979 | $305,878,668 |
| 21 | Biechele Royce Advisors, Inc. | $192,024 | $279,065,372 | $23,948,098 | $303,013,470 |
| 22 | Elser Financial Planning | $663,763 | $300,021,057 | $0 | $300,021,057 |
| 23 | Hurlow Wealth Management Group, Inc. | $281,222 | $214,070,778 | $50,278,366 | $264,349,144 |
| 24 | Castle Investment Advisory, LLC | $455,141 | $250,113,114 | $12,047,886 | $262,161,000 |
| 25 | Treybourne Wealth Planners | $249,041 | $218,345,910 | $25,216,503 | $243,562,413 |
| 26 | LJI Wealth Management | $139,618 | $210,571,160 | $3,184,717 | $213,755,877 |
| 27 | Holistic Financial Partners, LLC | $375,119 | $211,942,025 | $0 | $211,942,025 |
| 28 | Peloton Wealth Strategists, Inc. | $1,647,262 | $197,671,478 | $0 | $197,671,478 |
| 29 | WealthPoint Advisors | $432,148 | $159,848,206 | $28,568,270 | $188,416,476 |
| 30 | Steven E Post | $490,282 | $185,816,793 | $0 | $185,816,793 |
| 31 | Quantum Financial Services Inc. | $423,974 | $0 | $181,884,911 | $181,884,911 |
| 32 | Dickmeyer Boyce Financial Management, Inc | $211,837 | $179,637,565 | $0 | $179,637,565 |
| 33 | Halter Ferguson Financial Inc | $295,761 | $157,084,929 | $851,683 | $157,936,612 |
| 34 | Wealth Advisory Solutions, LLC | $128,444 | $149,775,033 | $2,302,994 | $152,078,027 |
| 35 | Fi3 Financial Advisors, LLC | $455,852 | $139,704,658 | $9,358,888 | $149,063,546 |
| 36 | Kessler Investment Group | $137,026 | $123,068,489 | $21,493,600 | $144,562,089 |
| 37 | Bischoff Wealth Management Group, LLC | $293,127 | $139,382,100 | $4,250,295 | $143,632,395 |
| 38 | Miller Financial Management | $431,534 | $124,042,242 | $671,063 | $124,713,305 |
Showing 1 to 38 of 38 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 Laura Picariello.
*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.
