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
1VALEO FINANCIAL ADVISORS, LLC$433,658$3,761,410,394$1,161,045,006$4,922,455,400
2SYM FINANCIAL ADVISORS$749,146$2,203,644,673$539,726,638$2,743,371,311
3DONALDSON CAPITAL MANAGEMENT LLC$594,402$1,775,255,918$159,522,732$1,934,778,650
4GOELZER INVESTMENT MANAGEMENT$1,463,445$1,827,416,529$57,501,095$1,884,917,624
5BEDEL FINANCIAL CONSULTING INC$361,799$1,423,317,872$5,789,153$1,429,107,025
6WINTHROP CAPITAL MANAGEMENT$2,090,447$1,261,736,304$19,707,494$1,281,443,798
7COLUMN CAPITAL ADVISORS, LLC$717,474$972,285,014$41,506,139$1,013,791,153
8WALLINGTON ASSET MANAGEMENT$1,050,282$811,868,324$811,868,324
9STRATEGIQ FINANCIAL GROUP, LLC$289,257$707,391,612$82,568,647$789,960,259
10DEERFIELD FINANCIAL ADVISORS, INC.$702,258$605,402,886$91,939,703$697,342,589
11SBC WEALTH MANAGEMENT$319,537$688,602,742$688,602,742
12SPECTRUM MANAGEMENT GROUP, LLC.$651,429$624,399,638$19,863,659$644,263,297
13INDIE ASSET PARTNERS, LLC$765,890$616,541,401$616,541,401
14AMI INVESTMENT MANAGEMENT INC$2,584,353$602,154,188$602,154,188
15WEALTH ADVISORS GROUP$341,705$533,431,245$27,306,360$560,737,605
16WALTER & KEENAN FINANICAL CONSULTING CO$2,747,411$527,030,001$25,199,529$552,229,530
17GALECKI FINANCIAL MANAGEMENT INC$264,608$484,497,165$484,497,165
18ELSER FINANCIAL PLANNING, INC.$615,830$431,696,579$431,696,579
19MONARCH CAPITAL MANAGEMENT INC$1,583,024$395,756,108$395,756,108
20MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC$299,843$377,223,865$878,564$378,102,429
21TREYBOURNE WEALTH PLANNERS$292,642$331,061,618$45,275,539$376,337,157
22IMC ADVISORS, LLC$3,758,779$247,129,580$113,713,207$360,842,787
23NORTHWEST FINANCIAL SERVICES INC$958,850$343,546,554$680,640$344,227,194
24HURLOW WEALTH MANAGEMENT GROUP, INC.$294,448$285,027,251$58,298,988$343,326,239
25LJI WEALTH MANAGEMENT, LLC$149,042$310,751,963$310,751,963
26CASTLE INVESTMENT ADVISORY, LLC$434,512$280,710,265$14,323,599$295,033,864
27FI3 FINANCIAL ADVISORS, LLC$538,107$235,996,960$47,585,433$283,582,393
28HOLISTIC FINANCIAL PARTNERS, LLC$405,411$251,760,346$251,760,346
29BIECHELE ROYCE ADVISORS, INC.$525,159$231,109,223$20,442,029$251,551,252
30PATHWAY FINANCIAL ADVISERS, LLC$515,812$246,558,233$246,558,233
31PELOTON WEALTH STRATEGISTS, INC.$716,439$224,245,381$224,245,381
32QUANTUM FINANCIAL SERVICES INC.$2,498,894$222,401,550$222,401,550
33DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC$213,745$218,661,299$218,661,299
34WEALTHPOINT ADVISORS LLC$455,903$195,582,282$195,582,282
35HOWARD BAILEY SECURITIES, LLC$84,246$185,897,937$1,971,674$187,869,611
36BOOKENDS FINANCIAL PLANNING$150,644$172,888,586$6,226,760$179,115,346
37HALTER FERGUSON FINANCIAL INC$327,883$175,923,717$477,210$176,400,927
38GETTINGS REED FINANCIAL$183,264$135,921,801$33,230,478$169,152,279
39KESSLER INVESTMENT GROUP, LLC$132,249$118,658,289$21,393,538$140,051,827
40MILLER FINANCIAL MANAGEMENT, LLC$444,182$135,943,309$864,690$136,807,999
41ASSET MANAGEMENT STRATEGIES, INC.$70,021$123,237,165$123,237,165
42TRUST INVESTMENT ADVISORS$348,807$122,780,000$122,780,000
43KOTYS WEALTH PROFESSIONALS$192,700$99,381,701$2,170,965$101,552,666

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.