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

Page 1

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.