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
6Elser Financial Planning$577,077$334,127,511$334,127,511
7Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
8Market Street Wealth Management Advisors$266,182$315,425,247$315,425,247
9Holistic Financial Partners, LLC$340,886$201,804,656$201,804,656
10Peloton Wealth Strategists, Inc.$636,404$187,102,781$187,102,781
11Steven E Post$446,646$185,358,195$185,358,195
12Dickmeyer Boyce Financial Management, Inc$183,649$177,221,677$177,221,677
13WealthPoint Advisors$458,319$161,328,330$161,328,330
14Imc Advisors, Llc$145,933$113,681,957$113,681,957
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
17Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
18Miller Financial Management$396,171$119,627,186$808,735$120,435,921
19Spectrum Management Group, Inc.$590,725$521,977,314$1,405,455$523,382,769
20LJI Wealth Management$153,194$241,201,880$2,836,351$244,038,231
21Bischoff Wealth Management Group, LLC$261,044$145,355,500$5,789,000$151,144,500
22Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
23Castle Investment Advisory, LLC$442,485$265,830,203$16,475,335$282,305,538
24Kessler Investment Group$120,587$109,523,626$17,936,531$127,460,157
25Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
26Fi3 Financial Advisors, LLC$435,535$207,779,532$21,311,629$229,091,161
27Treybourne Wealth Planners$233,041$213,143,953$23,392,416$236,536,369
28Biechele Royce Advisors, Inc.$674,352$290,337,820$25,933,289$316,271,109
29Column Capital Advisors$626,586$787,151,719$33,049,281$820,201,000
30Hurlow Wealth Management Group, Inc.$247,122$220,387,068$48,481,131$268,868,199
31Strategic Financial Group, LLC$230,230$598,500,000$71,700,000$670,200,000
32Donaldson Capital Management$504,399$1,540,367,805$72,699,967$1,613,067,772
33Deerfield Financial Advisors, Inc.$616,713$555,001,820$74,044,990$629,046,810
34Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
35IMC Advisors$3,424,413$208,814,141$99,382,994$308,197,135
36Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
37Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
38Valeo Financial Advisors$311,683$2,541,458,239$1,209,024,570$3,750,482,809

Showing 1 to 38 of 38 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.

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