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. | $607,439 | — | $252,087,018 | $252,087,018 |
| 2 | TKG Advisors, LLC | $230,867 | $136,211,764 | — | $136,211,764 |
| 3 | Street Capital Partners, LLC | $398,719 | $139,551,584 | — | $139,551,584 |
| 4 | Kessler Investment Group, LLC | $180,582 | $143,006,241 | $26,379,296 | $169,385,537 |
| 5 | Shoreline Asset Management, LLC | $311,836 | $196,280,361 | $799,781 | $197,080,142 |
| 6 | BCGM Wealth Management, LLC | $187,715 | $201,491,361 | $38,595,611 | $240,086,972 |
| 7 | Wealthpoint Advisors LLC | $491,019 | $235,689,234 | — | $235,689,234 |
| 8 | Dickmeyer Boyce Financial Management, Inc | $225,472 | $236,745,114 | — | $236,745,114 |
| 9 | Peloton Wealth Strategists, Inc. | $848,740 | $260,563,179 | — | $260,563,179 |
| 10 | Pathway Financial Advisers, LLC | $221,662 | $271,535,416 | — | $271,535,416 |
| 11 | IMC Advisors, LLC | $4,105,198 | $276,685,360 | $121,518,812 | $398,204,172 |
| 12 | Holistic Financial Partners, LLC | $408,887 | $277,634,121 | — | $277,634,121 |
| 13 | Fi3 Financial Advisors, LLC | $502,765 | $288,317,640 | $48,534,606 | $336,852,246 |
| 14 | Halter Ferguson Financial Inc | $463,028 | $300,093,414 | $411,904 | $300,505,318 |
| 15 | Castle Investment Advisory, LLC | $475,303 | $313,647,100 | $20,015,678 | $333,662,778 |
| 16 | Hurlow Wealth Management Group, Inc. | $320,501 | $331,494,173 | $58,555,507 | $390,049,680 |
| 17 | Treybourne Wealth Planners, Inc. | $330,041 | $370,083,549 | $52,038,389 | $422,121,938 |
| 18 | Northwest Financial Services Inc | $1,069,666 | $388,595,055 | $763,474 | $389,358,529 |
| 19 | Monarch Capital Management Inc | $1,642,578 | $409,002,038 | — | $409,002,038 |
| 20 | Market Street Wealth Management Advisors, LLC | $322,937 | $423,024,876 | $1,637,597 | $424,662,473 |
| 21 | Elser Financial Planning, Inc. | $601,365 | $500,336,015 | — | $500,336,015 |
| 22 | Galecki Financial Management Inc | $280,918 | $552,566,334 | — | $552,566,334 |
| 23 | Deerfield Financial Advisors, Inc. | $779,709 | $610,371,468 | $105,401,694 | $715,773,162 |
| 24 | Security Financial Services, Inc. | $302,856 | $644,206,101 | $16,019,921 | $660,226,022 |
| 25 | Indie Asset Partners, LLC | $860,988 | $648,324,316 | — | $648,324,316 |
| 26 | Spectrum Management Group, LLC. | $691,941 | $691,937,835 | $19,377,786 | $711,315,621 |
| 27 | Strategiq Financial Group, LLC | $266,571 | $708,550,040 | $39,713,435 | $748,263,475 |
| 28 | Strategic Benefit Consultants, Inc. | $334,306 | $824,445,106 | $2,963,150 | $827,408,256 |
| 29 | Wallington Asset Management, LLC | $1,152,132 | $909,031,852 | — | $909,031,852 |
| 30 | Column Capital Advisors, LLC | $783,905 | $1,107,748,767 | $53,998,476 | $1,161,747,243 |
| 31 | Bedel Financial Consulting Inc | $404,530 | $1,576,014,403 | $4,482,582 | $1,580,496,985 |
| 32 | Donaldson Capital Management LLC | $618,454 | $2,018,120,165 | $123,585,077 | $2,141,705,242 |
| 33 | Valeo Financial Advisors, LLC | $494,402 | $4,869,376,855 | $1,522,253,778 | $6,391,630,633 |
| 34 | Oxford Financial Group, Ltd | $1,568,699 | $6,338,552,189 | $8,480,945,869 | $14,819,498,058 |
Showing 1 to 34 of 34 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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
