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
1Wallington Asset Management$1,138,022$675,985,316$675,985,316
2Sbc Wealth Management$252,770$534,609,178$534,609,178
3Ami Investment Management Inc$1,857,838$501,616,355$501,616,355
4Galecki Financial Management Inc$212,186$434,768,404$434,768,404
5Indie Asset Partners, Llc$539,547$367,431,559$367,431,559
6Walter & Keenan Finanical Consulting Co$1,992,953$360,724,408$360,724,408
7Elser Financial Planning, Inc.$577,077$334,127,511$334,127,511
8Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
9Market Street Wealth Management Advisors, Llc$266,182$315,425,247$315,425,247
10Holistic Financial Partners, Llc$340,886$201,804,656$201,804,656
11Peloton Wealth Strategists, Inc.$636,404$187,102,781$187,102,781
12Steven E Post, Llc$446,646$185,358,195$185,358,195
13Dickmeyer Boyce Financial Management, Inc$183,649$177,221,677$177,221,677
14Wealthpoint Advisors Llc$458,319$161,328,330$161,328,330
15Halter Ferguson Financial Inc$263,607$141,570,063$514,028$142,084,091
16Northwest Financial Services Inc$820,210$295,532,573$563,261$296,095,834
17Howard Bailey Securities, Llc$47,659$116,467,766$581,719$117,049,485
18Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
19Miller Financial Management, Llc$396,171$119,627,186$808,735$120,435,921
20Spectrum Management Group, Llc.$590,725$521,977,314$1,405,455$523,382,769
21Lji Wealth Management, Llc$153,194$241,201,880$2,836,351$244,038,231
22Bischoff Wealth Management Group, Llc$261,044$145,355,500$5,789,000$151,144,500
23Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
24Castle Investment Advisory, Llc$442,485$265,830,203$16,475,335$282,305,538
25Kessler Investment Group, Llc$120,587$109,523,626$17,936,531$127,460,157
26Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
27Fi3 Financial Advisors, Llc$435,535$207,779,532$21,311,629$229,091,161
28Treybourne Wealth Planners$233,041$213,143,953$23,392,416$236,536,369
29Wealth Advisors Group$265,699$457,342,562$25,698,598$483,041,160
30Biechele Royce Advisors, Inc.$674,352$290,337,820$25,933,289$316,271,109
31Column Capital Advisors, Llc$626,586$787,151,719$33,049,281$820,201,000
32Hurlow Wealth Management Group, Inc.$247,122$220,387,068$48,481,131$268,868,199
33Strategiq Financial Group, Llc$230,230$598,500,000$71,700,000$670,200,000
34Donaldson Capital Management Llc$504,399$1,540,367,805$72,699,967$1,613,067,772
35Deerfield Financial Advisors, Inc.$616,713$555,001,820$74,044,990$629,046,810
36Imc Advisors, Llc$3,424,413$208,814,141$99,382,994$308,197,135
37Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
38Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
39Valeo Financial Advisors, Llc$311,683$2,541,458,239$1,209,024,570$3,750,482,809

Showing 1 to 39 of 39 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.