Sponsored By
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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Johnson Investment Counsel Inc. | $894,414 | $6,766,245,000 | N/A | $6,766,245,000 |
| 2 | Bahl & Gaynor Inc. | $2,909,075 | $4,329,136,354 | $223,565,294 | $4,552,701,648 |
| 3 | Bartlett & Co. LLC | $1,137,407 | $2,824,945,548 | $50,419,439 | $2,875,364,987 |
| 4 | Cm Wealth Advisors Inc. | $15,423,085 | $1,613,869,384 | $206,054,631 | $1,819,924,015 |
| 5 | BudrosRuhlin & Roe Inc. | $280,629 | $1,500,942,214 | $39,149,839 | $1,540,092,053 |
| 6 | Riverpoint Capital Management Inc. | $931,214 | $1,134,661,579 | $7,007,094 | $1,141,668,673 |
| 7 | Hartland & Co | $1,048,145 | $571,139,907 | $543,038,120 | $1,114,178,027 |
| 8 | Truepoint Inc. | $395,858 | $982,653,000 | $28,763,000 | $1,011,416,000 |
| 9 | Wellspring Financial Advisors LLC | $1,869,269 | $160,270,455 | $703,331,906 | $863,602,361 |
| 10 | Fairport Asset Management | $713,688 | $810,750,031 | N/A | $810,750,031 |
| 11 | Hamilton Capital Management Inc. | $253,048 | $771,038,355 | N/A | $771,038,355 |
| 12 | Foster & Motley Inc. | $1,850,000 | $684,500,160 | N/A | $684,500,160 |
| 13 | Summit Financial Strategies Inc. | $1,168,123 | $398,089,951 | $190,644,154 | $588,734,105 |
| 14 | Lenox Wealth Management Inc. | $420,203 | $579,600,000 | $700,000 | $580,300,000 |
| 15 | Pds Planning Inc. | $410,238 | $284,757,000 | $263,321,000 | $548,078,000 |
| 16 | Paragon Advisors Inc. | $7,391,722 | $47,944,000 | $484,260,000 | $532,204,000 |
| 17 | Spero-Smith Investment Advisers Inc. | $364,035 | $504,442,127 | $10,667,401 | $515,109,528 |
| 18 | Gries Financial LLC | $698,020 | $485,123,636 | N/A | $485,123,636 |
| 19 | Pinnacle Wealth Planning Services Inc. | $223,027 | $315,703,244 | $163,803,968 | $479,507,212 |
| 20 | Carnegie Investment Counsel | $400,531 | $453,000,000 | N/A | $453,000,000 |
| 21 | Windsor Advisory Group LLC | $854,017 | $306,290,043 | $124,134,563 | $430,424,606 |
| 22 | St. Clair Advisors LLC | $1,767,391 | $406,500,000 | N/A | $406,500,000 |
| 23 | Dean Investments | $860,469 | $399,257,450 | N/A | $399,257,450 |
| 24 | John E. Sestina And Company | $153,091 | N/A | $367,724,444 | $367,724,444 |
| 25 | Cornerstone Capital Advisors | $355,366 | $237,391,156 | $126,503,962 | $363,895,118 |
| 26 | Harvest Financial Advisors LLC | $1,199,165 | $91,103,044 | $268,646,440 | $359,749,484 |
| 27 | Wealth Dimensions GroupLtd. | $372,228 | $255,276,803 | $102,806,059 | $358,082,862 |
| 28 | Rav Financial Services LLC | $210,533 | $310,680,000 | $5,120,000 | $315,800,000 |
| 29 | Madison Wealth Management | $298,077 | $295,675,000 | $14,325,000 | $310,000,000 |
| 30 | Thor Investment Management Inc. | $215,750 | $285,628,798 | $670,976 | $286,299,774 |
| 31 | The Joseph Group Capital Management | $734,171 | $235,448,833 | $47,206,857 | $282,655,690 |
| 32 | The Joseph Group Capital Management | $734,171 | $235,448,833 | $47,206,857 | $282,655,690 |
| 33 | Ritter Daniher Financial Advisory LLC | $250,750 | $240,858,881 | $20,422,496 | $261,281,377 |
| 34 | Private Harbour | $428,137 | $240,954,582 | $2,655,149 | $243,609,731 |
| 35 | Scott Snow (Financial Advisors) LLC | $830,450 | N/A | $240,000,000 | $240,000,000 |
| 36 | Parker Carlson & Johnson | $640,000 | $196,000,000 | $28,000,000 | $224,000,000 |
| 37 | Asset Advisory Group Inc. | $302,634 | $206,837,884 | $11,360,980 | $218,198,864 |
| 38 | New Albany Capital Partners LLC | $9,674,178 | $193,389,274 | $94,293 | $193,483,567 |
| 39 | Financial Management Group Inc. | $199,592 | $132,103,800 | $57,109,853 | $189,213,653 |
| 40 | Lifetime Planning Pinnacle Advisors Inc. | $1,331,976 | N/A | $189,140,538 | $189,140,538 |
| 41 | Lifeplan Financial Group Inc. | $403,144 | $178,776,600 | $5,460,000 | $184,236,600 |
| 42 | Jentner Wealth Management | $1,259,105 | $177,533,838 | N/A | $177,533,838 |
| 43 | Quadrant Partners | $2,834,526 | $167,237,048 | N/A | $167,237,048 |
| 44 | Lesjak Planning Corp | $467,836 | $160,000,000 | N/A | $160,000,000 |
| 45 | Coordinated Financial Planning Corp | $545,924 | $153,278,940 | $5,038,923 | $158,317,863 |
| 46 | The Mutual Fund Store | $86,435 | $157,744,447 | N/A | $157,744,447 |
| 47 | J.W. Coons Advisors LLC | $1,031,675 | $140,006,193 | $9,586,733 | $149,592,926 |
| 48 | Ray|Theil Wealth Management LLC | $4,287,651 | $145,780,141 | N/A | $145,780,141 |
| 49 | Purpose Wealth | $292,021 | $127,332,667 | $864,492 | $128,197,159 |
| 50 | Storey & Associates | $270,645 | $125,810,903 | $39,075 | $125,849,978 |
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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.