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