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
1GETTINGS REED FINANCIAL$183,264$135,921,801$33,230,478$169,152,279
2KOTYS WEALTH PROFESSIONALS$192,700$99,381,701$2,170,965$101,552,666
3GALECKI FINANCIAL MANAGEMENT INC$264,608$484,497,165$484,497,165
4STRATEGIQ FINANCIAL GROUP, LLC$289,257$707,391,612$82,568,647$789,960,259
5TREYBOURNE WEALTH PLANNERS$292,642$331,061,618$45,275,539$376,337,157
6HURLOW WEALTH MANAGEMENT GROUP, INC.$294,448$285,027,251$58,298,988$343,326,239
7MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC$299,843$377,223,865$878,564$378,102,429
8SBC WEALTH MANAGEMENT$319,537$688,602,742$688,602,742
9HALTER FERGUSON FINANCIAL INC$327,883$175,923,717$477,210$176,400,927
10WEALTH ADVISORS GROUP$341,705$533,431,245$27,306,360$560,737,605
11TRUST INVESTMENT ADVISORS$348,807$122,780,000$122,780,000
12BEDEL FINANCIAL CONSULTING INC$361,799$1,423,317,872$5,789,153$1,429,107,025
13VALEO FINANCIAL ADVISORS, LLC$433,658$3,761,410,394$1,161,045,006$4,922,455,400
14CASTLE INVESTMENT ADVISORY, LLC$434,512$280,710,265$14,323,599$295,033,864
15WEALTHPOINT ADVISORS LLC$455,903$195,582,282$195,582,282
16PATHWAY FINANCIAL ADVISERS, LLC$515,812$246,558,233$246,558,233
17FI3 FINANCIAL ADVISORS, LLC$538,107$235,996,960$47,585,433$283,582,393
18DONALDSON CAPITAL MANAGEMENT LLC$594,402$1,775,255,918$159,522,732$1,934,778,650
19ELSER FINANCIAL PLANNING, INC.$615,830$431,696,579$431,696,579
20SPECTRUM MANAGEMENT GROUP, LLC.$651,429$624,399,638$19,863,659$644,263,297
21DEERFIELD FINANCIAL ADVISORS, INC.$702,258$605,402,886$91,939,703$697,342,589
22PELOTON WEALTH STRATEGISTS, INC.$716,439$224,245,381$224,245,381
23COLUMN CAPITAL ADVISORS, LLC$717,474$972,285,014$41,506,139$1,013,791,153
24INDIE ASSET PARTNERS, LLC$765,890$616,541,401$616,541,401
25NORTHWEST FINANCIAL SERVICES INC$958,850$343,546,554$680,640$344,227,194
26WALLINGTON ASSET MANAGEMENT$1,050,282$811,868,324$811,868,324
27GOELZER INVESTMENT MANAGEMENT$1,463,445$1,827,416,529$57,501,095$1,884,917,624
28MONARCH CAPITAL MANAGEMENT INC$1,583,024$395,756,108$395,756,108
29QUANTUM FINANCIAL SERVICES INC.$2,498,894$222,401,550$222,401,550
30WALTER & KEENAN FINANICAL CONSULTING CO$2,747,411$527,030,001$25,199,529$552,229,530
31IMC ADVISORS, LLC$3,758,779$247,129,580$113,713,207$360,842,787

Showing 1 to 31 of 31 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 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.