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
1Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
2Valeo Financial Advisors, LLC$494,402$4,869,376,855$1,522,253,778$6,391,630,633
3Quantum Financial Services Inc.$607,439$252,087,018$252,087,018
4Donaldson Capital Management LLC$618,454$2,018,120,165$123,585,077$2,141,705,242
5IMC Advisors, LLC$4,105,198$276,685,360$121,518,812$398,204,172
6Deerfield Financial Advisors, Inc.$779,709$610,371,468$105,401,694$715,773,162
7Hurlow Wealth Management Group, Inc.$320,501$331,494,173$58,555,507$390,049,680
8Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
9Treybourne Wealth Planners, Inc.$330,041$370,083,549$52,038,389$422,121,938
10Fi3 Financial Advisors, LLC$502,765$288,317,640$48,534,606$336,852,246
11Strategiq Financial Group, LLC$266,571$708,550,040$39,713,435$748,263,475
12BCGM Wealth Management, LLC$187,715$201,491,361$38,595,611$240,086,972
13Kessler Investment Group, LLC$180,582$143,006,241$26,379,296$169,385,537
14Castle Investment Advisory, LLC$475,303$313,647,100$20,015,678$333,662,778
15Spectrum Management Group, LLC.$691,941$691,937,835$19,377,786$711,315,621
16Security Financial Services, Inc.$302,856$644,206,101$16,019,921$660,226,022
17Bedel Financial Consulting Inc$404,530$1,576,014,403$4,482,582$1,580,496,985
18Strategic Benefit Consultants, Inc.$334,306$824,445,106$2,963,150$827,408,256
19Market Street Wealth Management Advisors, LLC$322,937$423,024,876$1,637,597$424,662,473
20Shoreline Asset Management, LLC$311,836$196,280,361$799,781$197,080,142
21Northwest Financial Services Inc$1,069,666$388,595,055$763,474$389,358,529
22Halter Ferguson Financial Inc$463,028$300,093,414$411,904$300,505,318
23Wealthpoint Advisors LLC$491,019$235,689,234$235,689,234
24Monarch Capital Management Inc$1,642,578$409,002,038$409,002,038
25Galecki Financial Management Inc$280,918$552,566,334$552,566,334
26Elser Financial Planning, Inc.$601,365$500,336,015$500,336,015
27Wallington Asset Management, LLC$1,152,132$909,031,852$909,031,852
28Peloton Wealth Strategists, Inc.$848,740$260,563,179$260,563,179
29TKG Advisors, LLC$230,867$136,211,764$136,211,764
30Indie Asset Partners, LLC$860,988$648,324,316$648,324,316
31Holistic Financial Partners, LLC$408,887$277,634,121$277,634,121
32Dickmeyer Boyce Financial Management, Inc$225,472$236,745,114$236,745,114
33Street Capital Partners, LLC$398,719$139,551,584$139,551,584
34Pathway Financial Advisers, LLC$221,662$271,535,416$271,535,416

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.