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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Quantum Financial Services Inc.$607,439$252,087,018$252,087,018
2MILLER FINANCIAL MANAGEMENT, LLC$444,182$135,943,309$864,690$136,807,999
3TKG Advisors, LLC$230,867$136,211,764$136,211,764
4Street Capital Partners, LLC$398,719$139,551,584$139,551,584
5Asset Management Strategies, Inc.$86,588$141,657,332$141,657,332
6Kessler Investment Group, LLC$180,582$143,006,241$26,379,296$169,385,537
7Shoreline Asset Management, LLC$311,836$196,280,361$799,781$197,080,142
8BCGM Wealth Management, LLC$187,715$201,491,361$38,595,611$240,086,972
9Wetzel Investment Advisors, Inc.$156,125$204,401,779$10,270,547$214,672,326
10Wealthpoint Advisors LLC$491,019$235,689,234$235,689,234
11Dickmeyer Boyce Financial Management, Inc$225,472$236,745,114$236,745,114
12Howard Bailey Securities, LLC$62,009$246,423,373$63,619$246,486,992
13Peloton Wealth Strategists, Inc.$848,740$260,563,179$260,563,179
14Pathway Financial Advisers, LLC$221,662$271,535,416$271,535,416
15IMC Advisors, LLC$4,105,198$276,685,360$121,518,812$398,204,172
16Holistic Financial Partners, LLC$408,887$277,634,121$277,634,121
17Fi3 Financial Advisors, LLC$502,765$288,317,640$48,534,606$336,852,246
18Halter Ferguson Financial Inc$463,028$300,093,414$411,904$300,505,318
19LJI WEALTH MANAGEMENT, LLC$149,042$310,751,963$310,751,963
20Castle Investment Advisory, LLC$475,303$313,647,100$20,015,678$333,662,778
21Hurlow Wealth Management Group, Inc.$320,501$331,494,173$58,555,507$390,049,680
22Biechele Royce Advisors, Inc.$696,420$333,764,604$34,641,655$368,406,259
23Treybourne Wealth Planners, Inc.$330,041$370,083,549$52,038,389$422,121,938
24Northwest Financial Services Inc$1,069,666$388,595,055$763,474$389,358,529
25Monarch Capital Management Inc$1,642,578$409,002,038$409,002,038
26Market Street Wealth Management Advisors, LLC$322,937$423,024,876$1,637,597$424,662,473
27Walter & Keenan Financial Consulting Co$2,651,237$467,370,029$137,111,939$604,481,968
28Elser Financial Planning, Inc.$601,365$500,336,015$500,336,015
29Galecki Financial Management Inc$280,918$552,566,334$552,566,334
30Deerfield Financial Advisors, Inc.$779,709$610,371,468$105,401,694$715,773,162
31Security Financial Services, Inc.$302,856$644,206,101$16,019,921$660,226,022
32AMI Investment Management Inc$2,667,485$648,198,928$648,198,928
33Indie Asset Partners, LLC$860,988$648,324,316$648,324,316
34Spectrum Management Group, LLC.$691,941$691,937,835$19,377,786$711,315,621
35Strategiq Financial Group, LLC$266,571$708,550,040$39,713,435$748,263,475
36Strategic Benefit Consultants, Inc.$334,306$824,445,106$2,963,150$827,408,256
37Wallington Asset Management, LLC$1,152,132$909,031,852$909,031,852
38Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
39Bedel Financial Consulting Inc$404,530$1,576,014,403$4,482,582$1,580,496,985
40Donaldson Capital Management LLC$618,454$2,018,120,165$123,585,077$2,141,705,242
41Goelzer Investment Management, Inc.$1,555,979$2,096,042,827$15,420,530$2,111,463,357
42SYM Financial Corporation$838,108$2,539,927,397$581,188,153$3,121,115,550
43Winthrop Capital Management, LLC$3,639,714$2,640,365,253$20,265,665$2,660,630,918
44Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
45Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058

Showing 1 to 45 of 45 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.