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
1Johnson Investment Counsel, Inc.$1,053,152$9,109,763,000$0$9,109,763,000
2Bahl & Gaynor Inc$4,435,277$8,513,449,450$574,434,122$9,087,883,572
3Bartlett & Co.$3,029,915$3,471,743,815$106,585,935$3,578,329,750
4Hartland & Co$1,219,900$2,494,759,233$731,876,507$3,226,635,740
5CM Wealth Advisors Inc.$5,308,681$2,384,999,121$253,415,222$2,638,414,343
6Truepoint, Inc.$468,401$2,384,718,199$23,800,932$2,408,519,131
7Budros, Ruhlin & Roe, Inc.$346,774$2,122,538,576$112,763,709$2,235,302,285
8Hamilton Capital Management Inc$368,875$1,868,418,371$14,319,167$1,882,737,538
9Fairport Asset Management$863,426$1,216,975,965$348,415,730$1,565,391,695
10Carnegie Investment Counsel$507,702$1,232,922,593$209,965,290$1,442,887,883
11Wellspring Financial Advisors$1,805,774$169,522,547$1,108,965,218$1,278,487,765
12Foster & Motley Inc$1,735,016$1,143,462,536$20,733,415$1,164,195,951
13Fairway Wealth Management LLC$6,430,138$0$1,150,994,772$1,150,994,772
14Summit Financial Strategies Inc$1,471,870$820,788,222$199,217,565$1,020,005,787
15Opus Capital Management$2,706,740$731,044,651$129,698,767$860,743,418
16Gries Financial$980,045$752,580,943$71,637,252$824,218,195
17Osborn Williams & Donohoe$751,314$731,779,491$0$731,779,491
18Dean Investments$1,489,149$728,193,778$0$728,193,778
19Pinnacle Wealth Planning Services, Inc.$1,333,167$564,111,977$31,813,746$595,925,723
20Quadrant Family Wealth Advisors$1,663,883$325,142,987$257,215,903$582,358,890
21Lenox Wealth Management, Inc.$281,969$538,038,703$1,367,064$539,405,767
22John E. Sestina and Company$32,092$197,108,211$340,716,917$537,825,128
23PDS Planning Inc$174,922$385,710,713$142,553,381$528,264,094
24St. Clair Advisors$1,461,086$525,991,098$0$525,991,098
25Beese Fulmer Private Wealth Management$1,057,624$517,178,161$0$517,178,161
26Altiora Group$722,349$423,157,896$91,876,737$515,034,633
27Cornerstone Capital Advisors$279,586$472,499,936$0$472,499,936
28Madison Wealth Management$311,474$449,860,638$15,792,518$465,653,156
29Total Wealth Planning, LLC$299,100$377,321,352$49,793,806$427,115,158
30Paragon Advisors, Inc.$5,791,667$181,000,000$236,000,000$417,000,000
31Demming Financial Services Corp.$146,907$402,672,000$0$402,672,000
32Scott Snow (Financial Advisors)$887,266$0$360,230,000$360,230,000
33Ritter Daniher Financial Advisory$341,133$315,885,586$44,009,816$359,895,402
34Waller Financial Planning Group, Inc.$217,578$320,362,004$38,424,239$358,786,243
35Thor Investment Management Inc$254,507$353,001,000$0$353,001,000
36Wealth Dimensions Group, Ltd.$318,719$345,521,633$1,563,532$347,085,165
37J.W. Coons Advisors, LLC$1,143,979$332,634,078$10,559,720$343,193,798
38The Joseph Group Capital Management$788,628$341,476,000$0$341,476,000
39Harvest Financial Advisors$559,756$157,209,771$169,127,910$326,337,681
40Jentner Wealth Management$1,558,330$319,457,574$0$319,457,574
41Wealth Dimensions Family Office, Inc$9,985,229$309,542,095$0$309,542,095
42Lifeplan Financial Group, Inc.$150,819$271,813,392$6,295,996$278,109,388
43Asset Advisory Group Inc$349,659$245,626,765$12,421,486$258,048,251
44Wealth Planning Corp$779,141$247,000,000$7,000,000$254,000,000
45Financial Freedom$402,623$0$245,600,000$245,600,000
46Torch Wealth Management$691,363$241,487,536$1,180,915$242,668,451
47Coordinated Financial Planning Corp$630,684$230,273,769$7,494,140$237,767,909
48Lesjak Planning Corp$692,308$234,000,000$0$234,000,000
49Storey & Associates$270,466$208,987,984$82,128$209,070,112
50Winfield Associates Inc$1,084,093$203,518,726$290,710$203,809,436
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Showing 1 to 50 of 74 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


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