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.$1,043,366$8,675,586,000$0$8,675,586,000
2Bahl & Gaynor Inc$4,092,112$7,063,055,632$405,049,221$7,468,104,853
3Bartlett & Co.$1,212,948$3,350,906,859$79,310,316$3,430,217,175
4CM Wealth Advisors Inc.$6,736,407$2,325,430,276$254,613,425$2,580,043,701
5Hartland & Co$1,167,695$1,577,202,404$686,958,444$2,264,160,848
6Budros, Ruhlin & Roe, Inc.$329,470$1,955,986,316$194,794,968$2,150,781,284
7Truepoint, Inc.$455,074$1,848,022,000$11,410,000$1,859,432,000
8Hamilton Capital Management Inc$350,894$1,470,245,217$0$1,470,245,217
9Fairport Asset Management$834,705$1,057,966,377$330,147,969$1,388,114,346
10Wellspring Financial Advisors$1,556,628$105,254,870$1,032,640,365$1,137,895,235
11Fairway Wealth Management LLC$7,050,676$0$1,043,500,000$1,043,500,000
12Carnegie Investment Counsel$426,462$1,009,665,294$17,681,555$1,027,346,849
13Foster & Motley Inc$1,608,474$997,068,687$16,270,102$1,013,338,789
14Opus Capital Group$3,094,536$801,772,427$114,210,218$915,982,645
15Summit Financial Strategies Inc$1,470,962$703,258,025$196,970,642$900,228,667
16Osborn Rohs Williams & Donohoe$798,767$719,688,682$0$719,688,682
17Gries Financial$912,898$635,177,529$58,624,990$693,802,519
18Lenox Wealth Management, Inc.$507,071$691,400,330$1,766,193$693,166,523
19Dean Investments$1,197,771$574,930,055$0$574,930,055
20Cornerstone Capital Advisors$366,333$384,871,754$177,815,956$562,687,710
21Pinnacle Wealth Planning Services, Inc.$233,226$482,590,402$42,168,613$524,759,015
22Quadrant Partners$2,858,330$285,810,144$237,264,251$523,074,395
23Paragon Advisors, Inc.$7,376,812$164,000,000$345,000,000$509,000,000
24John E. Sestina and Company$157,294$0$500,825,545$500,825,545
25St. Clair Advisors$1,459,305$499,082,308$0$499,082,308
26PDS Planning Inc$248,021$332,400,000$137,600,000$470,000,000
27Madison Wealth Management$328,595$423,924,000$18,036,000$441,960,000
28Beese Fulmer Private Wealth Management$1,092,230$437,984,108$0$437,984,108
29Harvest Financial Advisors$909,917$118,644,070$281,719,490$400,363,560
30Aurum Wealth Management Group Llc$2,291,569$298,907,225$95,242,596$394,149,821
31Financial Management Group Inc$203,883$292,372,705$62,791,294$355,163,999
32Thor Investment Management Inc$235,881$339,669,000$0$339,669,000
33Altiora Group$532,009$255,155,356$81,074,365$336,229,721
34Rav Financial$244,389$331,912,751$456,094$332,368,845
35Scott Snow (Financial Advisors)$4,787,015$0$320,730,000$320,730,000
36Ritter Daniher Financial Advisory$296,417$278,409,007$37,571,214$315,980,221
37The Joseph Group Capital Management$904,178$290,241,000$0$290,241,000
38Parker Carlson & Johnson$864,865$247,000,000$41,000,000$288,000,000
39Jentner Wealth Management$1,516,691$280,587,893$0$280,587,893
40Private Harbour$473,814$263,956,707$2,800,758$266,757,465
41Lifeplan Financial Group, Inc.$148,481$258,421,136$7,210,527$265,631,663
42Formidable Asset Management, LLC$271,758$224,556,964$25,188,918$249,745,882
43Coordinated Financial Planning Corp$695,226$238,834,103$7,275,910$246,110,013
44Torch Wealth Management$783,869$233,830,212$3,682,109$237,512,321
45Lesjak Planning Corp$696,970$230,000,000$0$230,000,000
46Asset Advisory Group Inc$359,300$216,206,738$13,026,637$229,233,375
47Wealth Planning Corp$758,741$211,000,000$6,000,000$217,000,000
48Financial Freedom$358,247$0$208,500,000$208,500,000
49Ruggaard & Associates, Inc.$396,185$158,829,320$17,473,210$176,302,530
50Ray|Theil Wealth Management$971,090$174,796,184$0$174,796,184
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Showing 1 to 50 of 62 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.