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 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $494,592 | $188,193,869 | $2,224,195 | $190,418,064 |
| 52 | HAMILTON CAPITAL | $504,093 | $3,396,534,963 | $237,978,930 | $3,634,513,893 |
| 53 | WALDEN WEALTH PARTNERS LLC | $514,447 | $247,668,688 | $8,011,384 | $255,680,072 |
| 54 | OXFORD FINANCIAL PARTNERS | $529,281 | $277,872,677 | — | $277,872,677 |
| 55 | PARADIGM WEALTH MANAGEMENT, LLC | $535,345 | $259,180,000 | $28,300,000 | $287,480,000 |
| 56 | CAPITAL ASSET MANAGEMENT, INC. | $541,320 | $144,542,105 | $2,155,574 | $146,697,679 |
| 57 | MADISON WEALTH MANAGEMENT | $553,845 | $1,293,782,083 | — | $1,293,782,083 |
| 58 | WINDSOR ADVISORY GROUP, LLC | $559,302 | $1,412,351,387 | $313,655,494 | $1,726,006,881 |
| 59 | HACKMAN FINANCIAL GROUP | $574,703 | $248,156,420 | $30,000,000 | $278,156,420 |
| 60 | JENTNER WEALTH MANAGEMENT | $585,841 | $529,600,647 | — | $529,600,647 |
| 61 | WINFIELD ASSOCIATES INC | $597,070 | $368,805,064 | $184,387 | $368,989,451 |
| 62 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 63 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
| 64 | TRUEPOINT, INC. | $654,402 | $4,635,725,916 | $7,256,626 | $4,642,982,542 |
| 65 | HERITAGE WEALTH ADVISORS | $687,173 | $404,057,501 | — | $404,057,501 |
| 66 | ROYAL OAK FINANCIAL GROUP | $714,286 | $115,000,000 | — | $115,000,000 |
| 67 | YARGER WEALTH STRATEGIES, LLC | $724,172 | $295,347,397 | $71,083,614 | $366,431,011 |
| 68 | ELLSWORTH ADVISORS, LLC | $724,474 | $709,655,393 | $1,778,044 | $711,433,437 |
| 69 | PINNACLE WEALTH PLANNING SERVICES, INC. | $759,671 | $1,976,739,314 | $15,118,988 | $1,991,858,302 |
| 70 | T.T.G. FINANCIAL, INC. | $774,194 | $144,000,000 | — | $144,000,000 |
| 71 | KEYSTONE FINANCIAL PLANNING, INC | $817,649 | $336,871,318 | — | $336,871,318 |
| 72 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 73 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 74 | MONETARY SOLUTIONS, LTD. | $914,384 | $128,013,802 | — | $128,013,802 |
| 75 | GENERATIONS WEALTH, LLC | $944,005 | $271,873,313 | — | $271,873,313 |
| 76 | RAY|THEIL WEALTH MANAGEMENT, LLC | $974,408 | $234,832,258 | — | $234,832,258 |
| 77 | PATHFINDER WEALTH ADVISORS LLC | $995,250 | $108,549,675 | $32,775,759 | $141,325,434 |
| 78 | WEALTH PLANNING CORP | $1,121,491 | $429,253,000 | $15,979,000 | $445,232,000 |
| 79 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $1,122,519 | — | $620,753,077 | $620,753,077 |
| 80 | FULLEN FINANCIAL GROUP, INC. | $1,124,203 | $236,082,578 | — | $236,082,578 |
| 81 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $1,126,516 | $763,777,757 | — | $763,777,757 |
| 82 | SHAKER INVESTMENTS | $1,156,429 | $255,492,445 | $78,453 | $255,570,898 |
| 83 | BIRCHCREEK WEALTH MANAGEMENT, LLC | $1,210,227 | $189,454,635 | $7,812,324 | $197,266,959 |
| 84 | BEESE FULMER PRIVATE WEALTH MANAGEMENT | $1,241,465 | $1,281,191,456 | — | $1,281,191,456 |
| 85 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | $1,265,252 | $587,076,897 | — | $587,076,897 |
| 86 | MEYER CAPITAL MANAGEMENT LLC. | $1,324,100 | $150,947,437 | — | $150,947,437 |
| 87 | VELA INVESTMENT MANAGEMENT, LLC | $1,384,955 | $256,127,081 | $89,673 | $256,216,754 |
| 88 | DEAN INVESTMENTS | $1,423,217 | $744,342,589 | — | $744,342,589 |
| 89 | ST. CLAIR ADVISORS, LLC | $1,524,831 | $847,806,060 | — | $847,806,060 |
| 90 | J.W. COONS ADVISORS, LLC | $1,531,385 | $464,264,765 | $50,280,607 | $514,545,372 |
| 91 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 92 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 93 | SUMMIT FINANCIAL STRATEGIES INC | $1,950,567 | $1,413,920,116 | $306,479,823 | $1,720,399,939 |
| 94 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $2,242,393 | $133,076,660 | $5,951,702 | $139,028,362 |
| 95 | WELLSPRING FINANCIAL ADVISORS, LLC | $2,387,743 | $719,589,267 | $1,701,582,127 | $2,421,171,394 |
| 96 | OPUS CAPITAL MANAGEMENT | $2,514,834 | $622,933,752 | $259,772,834 | $882,706,586 |
| 97 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 98 | TRINITY WEALTH MANAGEMENT LLC | $2,755,102 | $270,000,000 | — | $270,000,000 |
| 99 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,213,471 | $552,627,925 | — | $552,627,925 |
| 100 | CM WEALTH ADVISORS LLC | $6,402,117 | $3,364,119,175 | $169,849,306 | $3,533,968,481 |
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.
