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