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
1Quantum Financial Services Inc.$607,439$252,087,018$252,087,018
2TKG Advisors, LLC$230,867$136,211,764$136,211,764
3Street Capital Partners, LLC$398,719$139,551,584$139,551,584
4Kessler Investment Group, LLC$180,582$143,006,241$26,379,296$169,385,537
5Shoreline Asset Management, LLC$311,836$196,280,361$799,781$197,080,142
6BCGM Wealth Management, LLC$187,715$201,491,361$38,595,611$240,086,972
7Wealthpoint Advisors LLC$491,019$235,689,234$235,689,234
8Dickmeyer Boyce Financial Management, Inc$225,472$236,745,114$236,745,114
9Peloton Wealth Strategists, Inc.$848,740$260,563,179$260,563,179
10Pathway Financial Advisers, LLC$221,662$271,535,416$271,535,416
11IMC Advisors, LLC$4,105,198$276,685,360$121,518,812$398,204,172
12Holistic Financial Partners, LLC$408,887$277,634,121$277,634,121
13Fi3 Financial Advisors, LLC$502,765$288,317,640$48,534,606$336,852,246
14Halter Ferguson Financial Inc$463,028$300,093,414$411,904$300,505,318
15Castle Investment Advisory, LLC$475,303$313,647,100$20,015,678$333,662,778
16Hurlow Wealth Management Group, Inc.$320,501$331,494,173$58,555,507$390,049,680
17Treybourne Wealth Planners, Inc.$330,041$370,083,549$52,038,389$422,121,938
18Northwest Financial Services Inc$1,069,666$388,595,055$763,474$389,358,529
19Monarch Capital Management Inc$1,642,578$409,002,038$409,002,038
20Market Street Wealth Management Advisors, LLC$322,937$423,024,876$1,637,597$424,662,473
21Elser Financial Planning, Inc.$601,365$500,336,015$500,336,015
22Galecki Financial Management Inc$280,918$552,566,334$552,566,334
23Deerfield Financial Advisors, Inc.$779,709$610,371,468$105,401,694$715,773,162
24Security Financial Services, Inc.$302,856$644,206,101$16,019,921$660,226,022
25Indie Asset Partners, LLC$860,988$648,324,316$648,324,316
26Spectrum Management Group, LLC.$691,941$691,937,835$19,377,786$711,315,621
27Strategiq Financial Group, LLC$266,571$708,550,040$39,713,435$748,263,475
28Strategic Benefit Consultants, Inc.$334,306$824,445,106$2,963,150$827,408,256
29Wallington Asset Management, LLC$1,152,132$909,031,852$909,031,852
30Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
31Bedel Financial Consulting Inc$404,530$1,576,014,403$4,482,582$1,580,496,985
32Donaldson Capital Management LLC$618,454$2,018,120,165$123,585,077$2,141,705,242
33Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
34Oxford 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 Data.

Reprints: For reprints of these rankings, please contact Carline 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.