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.$965,018$8,347,405,000$0$8,347,405,000
2Bahl & Gaynor Inc$3,937,020$7,225,566,341$463,432,946$7,688,999,287
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
9Carnegie Investment Counsel$473,369$1,126,558,177$80,532,971$1,207,091,148
10Wellspring Financial Advisors$1,523,361$95,448,163$975,474,785$1,070,922,948
11Fairway Wealth Management LLC$6,579,063$0$1,052,650,000$1,052,650,000
12Foster & Motley Inc$1,585,792$1,020,877,727$24,159,511$1,045,037,238
13Summit Financial Strategies Inc$1,358,219$709,758,557$185,307,438$895,065,995
14Gries Financial$1,014,316$733,799,408$75,624,509$809,423,917
15Opus Capital Group$2,657,142$691,195,338$108,604,528$799,799,866
16Osborn Williams & Donohoe$709,199$675,866,983$0$675,866,983
17Dean Investments$1,228,872$582,485,318$0$582,485,318
18Lenox Wealth Management, Inc.$451,043$547,317,842$699,484$548,017,326
19Cornerstone Capital Advisors$331,730$414,454,673$119,962,591$534,417,264
20Pinnacle Wealth Planning Services, Inc.$268,751$496,055,707$35,533,924$531,589,631
21Quadrant Family Wealth Advisors$1,812,358$243,768,151$276,378,643$520,146,794
22John E. Sestina and Company$26,915$167,188,301$329,370,600$496,558,901
23St. Clair Advisors$1,651,801$488,933,218$0$488,933,218
24Beese Fulmer Private Wealth Management$1,048,154$458,043,507$0$458,043,507
25PDS Planning Inc$1,075,117$357,350,000$100,650,000$458,000,000
26Madison Wealth Management$289,292$406,147,000$16,220,000$422,367,000
27Paragon Advisors, Inc.$5,597,222$154,000,000$249,000,000$403,000,000
28Altiora Group$579,115$313,245,782$74,761,347$388,007,129
29Total Wealth Planning, LLC$249,024$303,307,959$56,282,041$359,590,000
30Demming Financial Services Corp.$140,112$350,000,000$0$350,000,000
31Scott Snow (Financial Advisors)$1,016,245$0$336,377,000$336,377,000
32Waller Financial Planning Group, Inc.$204,447$298,758,698$35,307,553$334,066,251
33Ritter Daniher Financial Advisory$301,418$286,200,943$39,028,863$325,229,806
34Thor Investment Management Inc$209,262$318,706,000$0$318,706,000
35Wealth Dimensions Group, Ltd.$296,867$310,763,227$1,540,660$312,303,887
36Rav Financial$231,380$300,200,968$592,653$300,793,621
37The Joseph Group Capital Management$740,634$299,216,000$0$299,216,000
38Jentner Wealth Management$1,374,827$279,089,857$0$279,089,857
39Harvest Financial Advisors$562,708$128,975,588$142,249,448$271,225,036
40Lifeplan Financial Group, Inc.$142,022$251,825,815$6,227,517$258,053,332
41First Ohio Planning, LLC$275,658$170,179,391$83,150,433$253,329,824
42Torch Wealth Management$665,499$234,137,154$118,475$234,255,629
43Coordinated Financial Planning Corp$621,107$225,367,944$6,926,133$232,294,077
44Asset Advisory Group Inc$334,552$217,292,009$11,206,801$228,498,810
45Private Harbour$410,376$220,535,834$2,708,823$223,244,657
46Lesjak Planning Corp$654,762$220,000,000$0$220,000,000
47Wealth Planning Corp$807,407$208,000,000$10,000,000$218,000,000
48Formidable Asset Management, LLC$230,601$214,240,328$1,601,906$215,842,234
49Financial Freedom$341,013$0$208,700,000$208,700,000
50Winfield Associates Inc$413,928$204,220,880$259,672$204,480,552
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Showing 1 to 50 of 68 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.