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
1Valeo Financial Advisors, Llc$433,658$3,761,410,394$1,161,045,006$4,922,455,400
2Donaldson Capital Management Llc$594,402$1,775,255,918$159,522,732$1,934,778,650
3Donaldson Capital Management Llc$594,402$1,775,255,918$159,522,732$1,934,778,650
4Goelzer Investment Management$1,463,445$1,827,416,529$57,501,095$1,884,917,624
5Sheaff Brock Investment Advisors, Llc$1,080,337$1,037,106,007$1,097,941$1,038,203,948
6Column Capital Advisors, Llc$717,474$972,285,014$41,506,139$1,013,791,153
7Wallington Asset Management$1,050,282$811,868,324$811,868,324
8Strategiq Financial Group, Llc$289,257$707,391,612$82,568,647$789,960,259
9Deerfield Financial Advisors, Inc.$702,258$605,402,886$91,939,703$697,342,589
10Sbc Wealth Management$319,537$688,602,742$688,602,742
11Spectrum Management Group, Llc.$651,429$624,399,638$19,863,659$644,263,297
12Indie Asset Partners, Llc$765,890$616,541,401$616,541,401
13Wealth Advisors Group$341,705$533,431,245$27,306,360$560,737,605
14Walter & Keenan Finanical Consulting Co$2,747,411$527,030,001$25,199,529$552,229,530
15Galecki Financial Management Inc$264,608$484,497,165$484,497,165
16Monarch Capital Management Inc$1,583,024$395,756,108$395,756,108
17Imc Advisors, Llc$3,758,779$247,129,580$113,713,207$360,842,787
18Northwest Financial Services Inc$958,850$343,546,554$680,640$344,227,194
19Hurlow Wealth Management Group, Inc.$294,448$285,027,251$58,298,988$343,326,239
20Castle Investment Advisory, Llc$434,512$280,710,265$14,323,599$295,033,864
21Fi3 Financial Advisors, Llc$538,107$235,996,960$47,585,433$283,582,393
22Pathway Financial Advisers, Llc$515,812$246,558,233$246,558,233
23Peloton Wealth Strategists, Inc.$716,439$224,245,381$224,245,381
24Wealthpoint Advisors Llc$455,903$195,582,282$195,582,282
25Halter Ferguson Financial Inc$327,883$175,923,717$477,210$176,400,927
26Gettings Reed Financial$183,264$135,921,801$33,230,478$169,152,279

Showing 1 to 26 of 26 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.