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

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.