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

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.