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

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.