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.$2,498,894$222,401,550$222,401,550
2KOTYS WEALTH PROFESSIONALS$192,700$99,381,701$2,170,965$101,552,666
3KESSLER INVESTMENT GROUP, LLC$132,249$118,658,289$21,393,538$140,051,827
4TRUST INVESTMENT ADVISORS$348,807$122,780,000$122,780,000
5ASSET MANAGEMENT STRATEGIES, INC.$70,021$123,237,165$123,237,165
6GETTINGS REED FINANCIAL$183,264$135,921,801$33,230,478$169,152,279
7MILLER FINANCIAL MANAGEMENT, LLC$444,182$135,943,309$864,690$136,807,999
8BOOKENDS FINANCIAL PLANNING$150,644$172,888,586$6,226,760$179,115,346
9HALTER FERGUSON FINANCIAL INC$327,883$175,923,717$477,210$176,400,927
10HOWARD BAILEY SECURITIES, LLC$84,246$185,897,937$1,971,674$187,869,611
11WEALTHPOINT ADVISORS LLC$455,903$195,582,282$195,582,282
12DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC$213,745$218,661,299$218,661,299
13PELOTON WEALTH STRATEGISTS, INC.$716,439$224,245,381$224,245,381
14BIECHELE ROYCE ADVISORS, INC.$525,159$231,109,223$20,442,029$251,551,252
15FI3 FINANCIAL ADVISORS, LLC$538,107$235,996,960$47,585,433$283,582,393
16PATHWAY FINANCIAL ADVISERS, LLC$515,812$246,558,233$246,558,233
17IMC ADVISORS, LLC$3,758,779$247,129,580$113,713,207$360,842,787
18HOLISTIC FINANCIAL PARTNERS, LLC$405,411$251,760,346$251,760,346
19CASTLE INVESTMENT ADVISORY, LLC$434,512$280,710,265$14,323,599$295,033,864
20HURLOW WEALTH MANAGEMENT GROUP, INC.$294,448$285,027,251$58,298,988$343,326,239
21LJI WEALTH MANAGEMENT, LLC$149,042$310,751,963$310,751,963
22TREYBOURNE WEALTH PLANNERS$292,642$331,061,618$45,275,539$376,337,157
23NORTHWEST FINANCIAL SERVICES INC$958,850$343,546,554$680,640$344,227,194
24MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC$299,843$377,223,865$878,564$378,102,429
25MONARCH CAPITAL MANAGEMENT INC$1,583,024$395,756,108$395,756,108
26ELSER FINANCIAL PLANNING, INC.$615,830$431,696,579$431,696,579
27GALECKI FINANCIAL MANAGEMENT INC$264,608$484,497,165$484,497,165
28WALTER & KEENAN FINANICAL CONSULTING CO$2,747,411$527,030,001$25,199,529$552,229,530
29WEALTH ADVISORS GROUP$341,705$533,431,245$27,306,360$560,737,605
30AMI INVESTMENT MANAGEMENT INC$2,584,353$602,154,188$602,154,188
31DEERFIELD FINANCIAL ADVISORS, INC.$702,258$605,402,886$91,939,703$697,342,589
32INDIE ASSET PARTNERS, LLC$765,890$616,541,401$616,541,401
33SPECTRUM MANAGEMENT GROUP, LLC.$651,429$624,399,638$19,863,659$644,263,297
34SBC WEALTH MANAGEMENT$319,537$688,602,742$688,602,742
35STRATEGIQ FINANCIAL GROUP, LLC$289,257$707,391,612$82,568,647$789,960,259
36WALLINGTON ASSET MANAGEMENT$1,050,282$811,868,324$811,868,324
37COLUMN CAPITAL ADVISORS, LLC$717,474$972,285,014$41,506,139$1,013,791,153
38WINTHROP CAPITAL MANAGEMENT$2,090,447$1,261,736,304$19,707,494$1,281,443,798
39BEDEL FINANCIAL CONSULTING INC$361,799$1,423,317,872$5,789,153$1,429,107,025
40DONALDSON CAPITAL MANAGEMENT LLC$594,402$1,775,255,918$159,522,732$1,934,778,650
41GOELZER INVESTMENT MANAGEMENT$1,463,445$1,827,416,529$57,501,095$1,884,917,624
42SYM FINANCIAL ADVISORS$749,146$2,203,644,673$539,726,638$2,743,371,311
43VALEO FINANCIAL ADVISORS, LLC$433,658$3,761,410,394$1,161,045,006$4,922,455,400

Showing 1 to 43 of 43 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 Sabrina Straub.

*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.