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.$1,034,022$8,194,628,000$0$8,194,628,000
2Bahl & Gaynor Inc$4,136,366$6,864,533,884$398,924,730$7,263,458,614
3Bartlett & Co.$1,227,418$3,210,395,381$95,041,281$3,305,436,662
4CM Wealth Advisors Inc.$18,902,378$2,299,328,257$252,492,736$2,551,820,993
5Budros, Ruhlin & Roe, Inc.$349,756$1,857,287,175$100,295,846$1,957,583,021
6Hartland & Co$1,301,780$991,046,324$646,593,232$1,637,639,556
7Truepoint, Inc.$429,732$1,592,263,000$23,100,000$1,615,363,000
8Fairport Asset Management$869,230$1,010,003,008$302,534,261$1,312,537,269
9Hamilton Capital Management Inc$345,590$1,197,468,888$0$1,197,468,888
10Wellspring Financial Advisors$1,631,074$98,246,189$958,689,502$1,056,935,691
11Fairway Wealth Management LLC$7,003,712$0$917,486,281$917,486,281
12Foster & Motley Inc$1,619,109$898,802,915$14,374,396$913,177,311
13Summit Financial Strategies Inc$1,473,205$605,666,383$209,015,828$814,682,211
14Carnegie Investment Counsel$406,989$771,000,000$21,000,000$792,000,000
15Lenox Wealth Management, Inc.$488,573$687,871,000$4,926,000$692,797,000
16Gries Financial$835,043$605,192,054$43,636,598$648,828,652
17PDS Planning Inc$1,211,145$351,280,000$201,002,000$552,282,000
18Dean Investments$1,179,403$548,422,458$0$548,422,458
19Cornerstone Capital Advisors$401,112$345,653,954$173,785,817$519,439,771
20Paragon Advisors, Inc.$7,274,286$141,300,000$367,900,000$509,200,000
21Pinnacle Wealth Planning Services, Inc.$226,071$447,235,464$49,895,341$497,130,805
22John E. Sestina and Company$179,139$0$488,511,169$488,511,169
23St. Clair Advisors$1,507,743$444,784,258$0$444,784,258
24Madison Wealth Management$327,573$403,000,000$14,000,000$417,000,000
25Beese Fulmer Private Wealth Management$1,191,426$406,276,389$0$406,276,389
26Harvest Financial Advisors$923,320$103,134,701$278,196,473$381,331,174
27Rav Financial$250,369$353,722,608$1,301,230$355,023,838
28Demming Financial Services Corp.$166,431$353,000,000$0$353,000,000
29Quadrant Partners$2,881,203$222,765,572$114,335,232$337,100,804
30Thor Investment Management Inc$233,484$324,309,000$0$324,309,000
31Ritter Daniher Financial Advisory$294,200$286,128,553$33,666,732$319,795,285
32Financial Management Group Inc$1,116,093$248,072,749$64,433,306$312,506,055
33Purpose Wealth$616,809$305,969,315$6,136,037$312,105,352
34Scott Snow (Financial Advisors)$1,005,952$0$295,750,000$295,750,000
35Private Harbour$491,899$277,139,024$2,751,410$279,890,434
36Asset Advisory Group Inc$365,295$263,481,198$13,412,193$276,893,391
37Parker Carlson & Johnson$840,491$234,000,000$40,000,000$274,000,000
38The Joseph Group Capital Management$596,350$272,532,000$0$272,532,000
39Lifeplan Financial Group, Inc.$494,847$254,933,448$7,830,197$262,763,645
40Coordinated Financial Planning Corp$677,855$221,868,635$7,246,241$229,114,876
41Jentner Wealth Management$1,594,339$227,990,505$0$227,990,505
42BBK Capital Partners$268,703$213,473,524$11,430,893$224,904,417
43Torch Wealth Management$794,664$210,221,270$364,659$210,585,929
44Storey & Associates$317,748$187,565,468$4,036,413$191,601,881
45Wealth Planning Corp$816,144$177,600,000$4,400,000$182,000,000
46Lesjak Planning Corp$597,360$181,000,000$0$181,000,000
47Ray|Theil Wealth Management$3,841,659$169,033,000$0$169,033,000
48Ruggaard & Associates, Inc.$368,454$154,707,510$7,780,562$162,488,072
49Keystone Financial Planning Inc$1,383,872$143,922,665$0$143,922,665
50Berno Financial Management Inc$312,317$123,917,585$15,063,469$138,981,054
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.