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
1Howard Bailey Securities, Llc$47,659$116,467,766$581,719$117,049,485
2Kessler Investment Group, Llc$120,587$109,523,626$17,936,531$127,460,157
3Lji Wealth Management, Llc$153,194$241,201,880$2,836,351$244,038,231
4Dickmeyer Boyce Financial Management, Inc$183,649$177,221,677$177,221,677
5Galecki Financial Management Inc$212,186$434,768,404$434,768,404
6Strategiq Financial Group, Llc$230,230$598,500,000$71,700,000$670,200,000
7Treybourne Wealth Planners$233,041$213,143,953$23,392,416$236,536,369
8Hurlow Wealth Management Group, Inc.$247,122$220,387,068$48,481,131$268,868,199
9Sbc Wealth Management$252,770$534,609,178$534,609,178
10Bischoff Wealth Management Group, Llc$261,044$145,355,500$5,789,000$151,144,500
11Halter Ferguson Financial Inc$263,607$141,570,063$514,028$142,084,091
12Wealth Advisors Group$265,699$457,342,562$25,698,598$483,041,160
13Market Street Wealth Management Advisors, Llc$266,182$315,425,247$315,425,247
14Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
15Valeo Financial Advisors, Llc$311,683$2,541,458,239$1,209,024,570$3,750,482,809
16Holistic Financial Partners, Llc$340,886$201,804,656$201,804,656
17Miller Financial Management, Llc$396,171$119,627,186$808,735$120,435,921
18Fi3 Financial Advisors, Llc$435,535$207,779,532$21,311,629$229,091,161
19Castle Investment Advisory, Llc$442,485$265,830,203$16,475,335$282,305,538
20Steven E Post, Llc$446,646$185,358,195$185,358,195
21Wealthpoint Advisors Llc$458,319$161,328,330$161,328,330
22Donaldson Capital Management Llc$504,399$1,540,367,805$72,699,967$1,613,067,772
23Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
24Indie Asset Partners, Llc$539,547$367,431,559$367,431,559
25Elser Financial Planning, Inc.$577,077$334,127,511$334,127,511
26Spectrum Management Group, Llc.$590,725$521,977,314$1,405,455$523,382,769
27Deerfield Financial Advisors, Inc.$616,713$555,001,820$74,044,990$629,046,810
28Column Capital Advisors, Llc$626,586$787,151,719$33,049,281$820,201,000
29Peloton Wealth Strategists, Inc.$636,404$187,102,781$187,102,781
30Biechele Royce Advisors, Inc.$674,352$290,337,820$25,933,289$316,271,109
31Northwest Financial Services Inc$820,210$295,532,573$563,261$296,095,834
32Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
33Wallington Asset Management$1,138,022$675,985,316$675,985,316
34Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
35Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
36Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
37Ami Investment Management Inc$1,857,838$501,616,355$501,616,355
38Walter & Keenan Finanical Consulting Co$1,992,953$360,724,408$360,724,408
39Imc Advisors, Llc$3,424,413$208,814,141$99,382,994$308,197,135

Showing 1 to 39 of 39 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.