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

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.