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.$895,061$7,234,781,000$0$7,234,781,000
2Bahl & Gaynor Inc.$3,539,285$5,755,284,017$279,197,426$6,034,481,443
3Bartlett & Co.$1,108,702$2,860,037,145$55,848,763$2,915,885,908
4CM Wealth Advisors Inc.$16,175,980$1,834,180,890$220,168,552$2,054,349,442
5Budros, Ruhlin & Roe Inc.$307,323$1,651,653,346$83,182,943$1,734,836,289
6Truepoint Inc.$444,641$1,260,505,000$28,954,000$1,289,459,000
7Wellspring Financial Advisors$2,164,834$189,877,066$1,054,902,246$1,244,779,312
8Hartland & Co.$1,042,304$543,232,640$699,193,761$1,242,426,401
9Fairport Asset Management$867,648$881,177,432$164,337,962$1,045,515,394
10Hamilton Capital Management Inc.$302,475$966,105,565$0$966,105,565
11Foster & Motley Inc.$1,512,848$768,947,295$13,195,000$782,142,295
12Summit Financial Strategies Inc.$1,281,265$478,436,617$194,227,573$672,664,190
13Lenox Wealth Management Inc.$481,857$666,752,000$4,475,000$671,227,000
14Spero-Smith Investment Advisers Inc.$464,575$619,988,085$11,833,739$631,821,824
15Paragon Advisors Inc.$8,184,151$49,928,000$547,515,000$597,443,000
16Gries Financial$768,248$520,330,398$36,649,137$556,979,535
17Carnegie Investment Counsel$417,272$539,950,000$0$539,950,000
18PDS Planning Inc.$1,203,903$312,774,000$208,516,000$521,290,000
19John E. Sestina and Co.$39,506$0$419,677,240$419,677,240
20Dean Investments$925,666$414,698,295$0$414,698,295
21Cornerstone Capital Advisors$369,826$273,574,428$136,932,169$410,506,597
22St. Clair Advisors$1,602,263$406,974,731$0$406,974,731
23Madison Wealth Management$324,786$372,000,000$8,000,000$380,000,000
24Harvest Financial Advisors$1,030,838$101,437,504$252,140,084$353,577,588
25Rav Financial Services$219,353$323,532,000$1,111,000$324,643,000
26The Joseph Group Capital Management$898,233$251,917,000$64,261,000$316,178,000
27Beese Fulmer Private Wealth Management$1,008,970$311,771,751$0$311,771,751
28Thor Investment Management Inc.$214,159$288,901,000$0$288,901,000
29Quadrant Partners$4,288,926$184,590,385$89,900,876$274,491,261
30Ritter Daniher Financial Advisory$257,054$249,700,431$20,719,914$270,420,345
31Scott Snow Financial Advisors$807,164$0$270,400,000$270,400,000
32Parker Carlson & Johnson$810,398$226,000,000$39,000,000$265,000,000
33Private Harbour$458,817$260,209,818$2,692,171$262,901,989
34Financial Management Group Inc.$166,835$189,599,751$61,654,000$251,253,751
35Asset Advisory Group Inc.$338,006$229,598,362$11,061,801$240,660,163
36Purpose Wealth$450,678$224,845,599$1,394,562$226,240,161
37Lifeplan Financial Group Inc.$421,342$204,702,782$6,389,566$211,092,348
38BBK Capital Partners$278,955$192,512,396$10,567,012$203,079,408
39Jentner Wealth Management$1,404,196$200,800,000$0$200,800,000
40Coordinated Financial Planning Corp.$577,824$179,470,341$5,433,258$184,903,599
41J.W. Coons Advisors$1,054,269$173,160,601$11,336,417$184,497,018
42Lifetime Planning Pinnacle Advisors Inc.$251,789$154,219,567$26,564,975$180,784,542
43Lesjak Planning Corp.$525,974$162,000,000$0$162,000,000
44Storey & Associates$275,723$156,287,233$47,679$156,334,912
45Ray|Theil Wealth Management$935,880$155,356,000$0$155,356,000
46Wealth Planning Corp.$710,280$148,000,000$4,000,000$152,000,000
47Ruggaard & Associates Inc.$330,124$134,797,412$7,156,114$141,953,526
48Keystone Financial Planning Inc.$1,210,947$119,883,723$0$119,883,723
49Demming Financial Services Corp.$270,757$0$119,133,000$119,133,000
50Berno Financial Management Inc.$281,576$102,225,028$12,939,591$115,164,619
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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, 2012. (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.