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
1Bahl & Gaynor Inc$4,285,918$8,087,589,910$505,676,655$8,593,266,565
2Johnson Investment Counsel, Inc.$965,018$8,347,405,000$0$8,347,405,000
3Bartlett & Co.$2,897,614$3,255,498,909$102,835,160$3,358,334,069
4Hartland & Co$1,075,113$1,855,793,243$670,721,373$2,526,514,616
5CM Wealth Advisors Inc.$6,503,259$2,231,143,485$240,094,778$2,471,238,263
6Budros, Ruhlin & Roe, Inc.$314,338$1,932,336,991$114,317,282$2,046,654,273
7Truepoint, Inc.$465,805$1,978,067,910$32,813,264$2,010,881,174
8Hamilton Capital Management Inc$335,545$1,545,185,458$0$1,545,185,458
9Fairport Asset Management$829,320$1,079,994,329$321,556,533$1,401,550,862
10Carnegie Investment Counsel$473,369$1,126,558,177$80,532,971$1,207,091,148
11Wellspring Financial Advisors$1,523,361$95,448,163$975,474,785$1,070,922,948
12Fairway Wealth Management LLC$6,579,063$0$1,052,650,000$1,052,650,000
13Foster & Motley Inc$1,585,792$1,020,877,727$24,159,511$1,045,037,238
14Summit Financial Strategies Inc$1,358,219$709,758,557$185,307,438$895,065,995
15Gries Financial$1,014,316$733,799,408$75,624,509$809,423,917
16Opus Capital Group$2,657,142$691,195,338$108,604,528$799,799,866
17Osborn Williams & Donohoe$709,199$675,866,983$0$675,866,983
18Dean Investments$1,228,872$582,485,318$0$582,485,318
19Lenox Wealth Management, Inc.$451,043$547,317,842$699,484$548,017,326
20Cornerstone Capital Advisors$331,730$414,454,673$119,962,591$534,417,264
21Pinnacle Wealth Planning Services, Inc.$268,751$496,055,707$35,533,924$531,589,631
22Quadrant Family Wealth Advisors$1,812,358$243,768,151$276,378,643$520,146,794
23John E. Sestina and Company$26,915$167,188,301$329,370,600$496,558,901
24St. Clair Advisors$1,651,801$488,933,218$0$488,933,218
25Beese Fulmer Private Wealth Management$1,048,154$458,043,507$0$458,043,507
26PDS Planning Inc$1,075,117$357,350,000$100,650,000$458,000,000
27Madison Wealth Management$289,292$406,147,000$16,220,000$422,367,000
28Paragon Advisors, Inc.$5,597,222$154,000,000$249,000,000$403,000,000
29Altiora Group$579,115$313,245,782$74,761,347$388,007,129
30Demming Financial Services Corp.$140,115$361,496,997$0$361,496,997
31Total Wealth Planning, LLC$249,024$303,307,959$56,282,041$359,590,000
32Scott Snow (Financial Advisors)$1,016,245$0$336,377,000$336,377,000
33Waller Financial Planning Group, Inc.$204,447$298,758,698$35,307,553$334,066,251
34J.W. Coons Advisors, LLC$1,197,745$312,267,246$15,914,879$328,182,125
35Ritter Daniher Financial Advisory$301,418$286,200,943$39,028,863$325,229,806
36Thor Investment Management Inc$209,262$318,706,000$0$318,706,000
37Wealth Dimensions Group, Ltd.$296,867$310,763,227$1,540,660$312,303,887
38The Joseph Group Capital Management$740,634$299,216,000$0$299,216,000
39Jentner Wealth Management$1,374,827$279,089,857$0$279,089,857
40Wealth Dimensions Family Office, Inc$5,796,387$278,226,583$0$278,226,583
41Harvest Financial Advisors$562,708$128,975,588$142,249,448$271,225,036
42Lifeplan Financial Group, Inc.$142,022$251,825,815$6,227,517$258,053,332
43First Ohio Planning, LLC$275,658$170,179,391$83,150,433$253,329,824
44Torch Wealth Management$665,499$234,137,154$118,475$234,255,629
45Coordinated Financial Planning Corp$621,107$225,367,944$6,926,133$232,294,077
46Asset Advisory Group Inc$334,552$217,292,009$11,206,801$228,498,810
47Formidable Asset Management, LLC$242,122$209,632,229$17,962,078$227,594,307
48Private Harbour$410,376$220,535,834$2,708,823$223,244,657
49Lesjak Planning Corp$654,762$220,000,000$0$220,000,000
50Wealth Planning Corp$807,407$208,000,000$10,000,000$218,000,000
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.