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

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.