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

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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.