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 |
|---|---|---|---|---|---|
| 51 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 52 | KEYSTONE FINANCIAL PLANNING, INC | $817,649 | $336,871,318 | — | $336,871,318 |
| 53 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 54 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $345,629 | $342,172,297 | — | $342,172,297 |
| 55 | FINANCIAL FREEDOM | $477,961 | — | $347,478,000 | $347,478,000 |
| 56 | TRINITY FINANCIAL ADVISORS LLC | $422,714 | $360,574,741 | — | $360,574,741 |
| 57 | YARGER WEALTH STRATEGIES, LLC | $724,172 | $295,347,397 | $71,083,614 | $366,431,011 |
| 58 | WINFIELD ASSOCIATES INC | $597,070 | $368,805,064 | $184,387 | $368,989,451 |
| 59 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 60 | ASSET ADVISORY GROUP INC | $450,613 | $378,328,312 | $20,914,682 | $399,242,994 |
| 61 | HARVEST FINANCIAL ADVISORS, LLC | $407,641 | $380,094,735 | $21,023,901 | $401,118,636 |
| 62 | HERITAGE WEALTH ADVISORS | $687,173 | $404,057,501 | — | $404,057,501 |
| 63 | THOR WEALTH MANAGEMENT INC | $313,127 | $414,599,721 | $294,040 | $414,893,761 |
| 64 | TRUE WEALTH DESIGN, LLC | $389,604 | $416,875,913 | — | $416,875,913 |
| 65 | WEALTH PLANNING CORP | $1,121,491 | $429,253,000 | $15,979,000 | $445,232,000 |
| 66 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 67 | TSG ADVICE PARTNERS, LLC | $158,297 | $501,326,423 | — | $501,326,423 |
| 68 | J.W. COONS ADVISORS, LLC | $1,531,385 | $464,264,765 | $50,280,607 | $514,545,372 |
| 69 | DEMMING FINANCIAL SERVICES CORP. | $231,961 | $525,856,010 | — | $525,856,010 |
| 70 | JENTNER WEALTH MANAGEMENT | $585,841 | $529,600,647 | — | $529,600,647 |
| 71 | JOHN E. SESTINA AND COMPANY | $246,984 | $550,774,332 | — | $550,774,332 |
| 72 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,213,471 | $552,627,925 | — | $552,627,925 |
| 73 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | $1,265,252 | $587,076,897 | — | $587,076,897 |
| 74 | WALLER FINANCIAL PLANNING GROUP, INC. | $310,918 | $487,684,582 | $105,546,543 | $593,231,125 |
| 75 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $1,122,519 | — | $620,753,077 | $620,753,077 |
| 76 | WEALTH DIMENSIONS GROUP, LTD. | $382,309 | $701,536,261 | $1,530,592 | $703,066,853 |
| 77 | ELLSWORTH ADVISORS, LLC | $724,474 | $709,655,393 | $1,778,044 | $711,433,437 |
| 78 | DEAN INVESTMENTS | $1,423,217 | $744,342,589 | — | $744,342,589 |
| 79 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $1,126,516 | $763,777,757 | — | $763,777,757 |
| 80 | TOTAL WEALTH PLANNING, LLC | $422,430 | $752,209,289 | $63,503,116 | $815,712,405 |
| 81 | ST. CLAIR ADVISORS, LLC | $1,524,831 | $847,806,060 | — | $847,806,060 |
| 82 | OPUS CAPITAL MANAGEMENT | $2,514,834 | $622,933,752 | $259,772,834 | $882,706,586 |
| 83 | HCM WEALTH ADVISORS | $390,299 | $894,566,067 | — | $894,566,067 |
| 84 | KMG FIDUCIARY PARTNERS, LLC | $361,767 | $924,313,971 | — | $924,313,971 |
| 85 | PARAGON ADVISORS, INC. | $17,557,895 | $566,600,000 | $434,200,000 | $1,000,800,000 |
| 86 | EVERHART ADVISORS | $294,635 | $995,655,133 | $98,913,077 | $1,094,568,210 |
| 87 | PDS PLANNING INC | $388,987 | $1,056,623,616 | $74,552,017 | $1,131,175,633 |
| 88 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 89 | BEESE FULMER PRIVATE WEALTH MANAGEMENT | $1,241,465 | $1,281,191,456 | — | $1,281,191,456 |
| 90 | MADISON WEALTH MANAGEMENT | $553,845 | $1,293,782,083 | — | $1,293,782,083 |
| 91 | WEALTHQUEST CORPORATION | $377,110 | $1,669,857,002 | $4,132,792 | $1,673,989,794 |
| 92 | SUMMIT FINANCIAL STRATEGIES INC | $1,950,567 | $1,413,920,116 | $306,479,823 | $1,720,399,939 |
| 93 | WINDSOR ADVISORY GROUP, LLC | $559,302 | $1,412,351,387 | $313,655,494 | $1,726,006,881 |
| 94 | PINNACLE WEALTH PLANNING SERVICES, INC. | $759,671 | $1,976,739,314 | $15,118,988 | $1,991,858,302 |
| 95 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 96 | WELLSPRING FINANCIAL ADVISORS, LLC | $2,387,743 | $719,589,267 | $1,701,582,127 | $2,421,171,394 |
| 97 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 98 | CM WEALTH ADVISORS LLC | $6,402,117 | $3,364,119,175 | $169,849,306 | $3,533,968,481 |
| 99 | HAMILTON CAPITAL | $504,093 | $3,396,534,963 | $237,978,930 | $3,634,513,893 |
| 100 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
