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
1Kessler Investment Group$120,587$109,523,626$17,936,531$127,460,157
2Imc Advisors, Llc$145,933$113,681,957$113,681,957
3LJI Wealth Management$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
6Strategic 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
12Market Street Wealth Management Advisors$266,182$315,425,247$315,425,247
13Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
14Valeo Financial Advisors$311,683$2,541,458,239$1,209,024,570$3,750,482,809
15Holistic Financial Partners, LLC$340,886$201,804,656$201,804,656
16Miller Financial Management$396,171$119,627,186$808,735$120,435,921
17Fi3 Financial Advisors, LLC$435,535$207,779,532$21,311,629$229,091,161
18Castle Investment Advisory, LLC$442,485$265,830,203$16,475,335$282,305,538
19Steven E Post$446,646$185,358,195$185,358,195
20WealthPoint Advisors$458,319$161,328,330$161,328,330
21Donaldson Capital Management$504,399$1,540,367,805$72,699,967$1,613,067,772
22Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
23Indie Asset Partners, LLC$539,547$367,431,559$367,431,559
24Elser Financial Planning$577,077$334,127,511$334,127,511
25Spectrum Management Group, Inc.$590,725$521,977,314$1,405,455$523,382,769
26Deerfield Financial Advisors, Inc.$616,713$555,001,820$74,044,990$629,046,810
27Column Capital Advisors$626,586$787,151,719$33,049,281$820,201,000
28Peloton Wealth Strategists, Inc.$636,404$187,102,781$187,102,781
29Biechele Royce Advisors, Inc.$674,352$290,337,820$25,933,289$316,271,109
30Northwest Financial Services Inc$820,210$295,532,573$563,261$296,095,834
31Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
32Wallington Asset Management$1,138,022$675,985,316$675,985,316
33Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
34Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
35Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
36AMI Investment Management Inc$1,857,838$501,616,355$501,616,355
37Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
38IMC Advisors$3,424,413$208,814,141$99,382,994$308,197,135

Showing 1 to 38 of 38 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.

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