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

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.