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