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 | QUANTUM FINANCIAL SERVICES INC. | $2,498,894 | — | $222,401,550 | $222,401,550 |
| 2 | KOTYS WEALTH PROFESSIONALS | $192,700 | $99,381,701 | $2,170,965 | $101,552,666 |
| 3 | TRUST INVESTMENT ADVISORS | $348,807 | $122,780,000 | — | $122,780,000 |
| 4 | GETTINGS REED FINANCIAL | $183,264 | $135,921,801 | $33,230,478 | $169,152,279 |
| 5 | HALTER FERGUSON FINANCIAL INC | $327,883 | $175,923,717 | $477,210 | $176,400,927 |
| 6 | WEALTHPOINT ADVISORS LLC | $455,903 | $195,582,282 | — | $195,582,282 |
| 7 | PELOTON WEALTH STRATEGISTS, INC. | $716,439 | $224,245,381 | — | $224,245,381 |
| 8 | FI3 FINANCIAL ADVISORS, LLC | $538,107 | $235,996,960 | $47,585,433 | $283,582,393 |
| 9 | PATHWAY FINANCIAL ADVISERS, LLC | $515,812 | $246,558,233 | — | $246,558,233 |
| 10 | IMC ADVISORS, LLC | $3,758,779 | $247,129,580 | $113,713,207 | $360,842,787 |
| 11 | CASTLE INVESTMENT ADVISORY, LLC | $434,512 | $280,710,265 | $14,323,599 | $295,033,864 |
| 12 | HURLOW WEALTH MANAGEMENT GROUP, INC. | $294,448 | $285,027,251 | $58,298,988 | $343,326,239 |
| 13 | TREYBOURNE WEALTH PLANNERS | $292,642 | $331,061,618 | $45,275,539 | $376,337,157 |
| 14 | NORTHWEST FINANCIAL SERVICES INC | $958,850 | $343,546,554 | $680,640 | $344,227,194 |
| 15 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | $299,843 | $377,223,865 | $878,564 | $378,102,429 |
| 16 | MONARCH CAPITAL MANAGEMENT INC | $1,583,024 | $395,756,108 | — | $395,756,108 |
| 17 | ELSER FINANCIAL PLANNING, INC. | $615,830 | $431,696,579 | — | $431,696,579 |
| 18 | GALECKI FINANCIAL MANAGEMENT INC | $264,608 | $484,497,165 | — | $484,497,165 |
| 19 | WALTER & KEENAN FINANICAL CONSULTING CO | $2,747,411 | $527,030,001 | $25,199,529 | $552,229,530 |
| 20 | WEALTH ADVISORS GROUP | $341,705 | $533,431,245 | $27,306,360 | $560,737,605 |
| 21 | DEERFIELD FINANCIAL ADVISORS, INC. | $702,258 | $605,402,886 | $91,939,703 | $697,342,589 |
| 22 | INDIE ASSET PARTNERS, LLC | $765,890 | $616,541,401 | — | $616,541,401 |
| 23 | SPECTRUM MANAGEMENT GROUP, LLC. | $651,429 | $624,399,638 | $19,863,659 | $644,263,297 |
| 24 | SBC WEALTH MANAGEMENT | $319,537 | $688,602,742 | — | $688,602,742 |
| 25 | STRATEGIQ FINANCIAL GROUP, LLC | $289,257 | $707,391,612 | $82,568,647 | $789,960,259 |
| 26 | WALLINGTON ASSET MANAGEMENT | $1,050,282 | $811,868,324 | — | $811,868,324 |
| 27 | COLUMN CAPITAL ADVISORS, LLC | $717,474 | $972,285,014 | $41,506,139 | $1,013,791,153 |
| 28 | BEDEL FINANCIAL CONSULTING INC | $361,799 | $1,423,317,872 | $5,789,153 | $1,429,107,025 |
| 29 | DONALDSON CAPITAL MANAGEMENT LLC | $594,402 | $1,775,255,918 | $159,522,732 | $1,934,778,650 |
| 30 | GOELZER INVESTMENT MANAGEMENT | $1,463,445 | $1,827,416,529 | $57,501,095 | $1,884,917,624 |
| 31 | VALEO FINANCIAL ADVISORS, LLC | $433,658 | $3,761,410,394 | $1,161,045,006 | $4,922,455,400 |
Showing 1 to 31 of 31 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 Caroline Murphy.
*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.
