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
1Bartlett & Co. Wealth Management Llc$3,222,043$6,385,450,149$119,854,486$6,505,304,635
2Truepoint, Inc.$554,085$3,359,257,566$17,892,731$3,377,150,297
3Budros, Ruhlin & Roe, Inc.$423,342$2,663,960,940$68,714,427$2,732,675,367
4Carnegie Investment Counsel$1,156,102$2,393,019,121$52,137,315$2,445,156,436
5Wellspring Financial Advisors, Llc$2,046,787$519,837,993$1,232,211,277$1,752,049,270
6Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
7Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
8Foster & Motley Inc$2,200,443$1,495,054,208$40,855,307$1,535,909,515
9Constellation Wealth Advisors$1,576,995$741,384,323$734,682,711$1,476,067,034
10Pinnacle Wealth Planning Services, Inc.$593,974$1,343,974,563$18,006,988$1,361,981,551
11Windsor Advisory Group, Llc$472,786$1,073,999,097$222,380,620$1,296,379,717
12Osborn Williams & Donohoe, Llc$1,024,877$1,270,030,626$9,015,783$1,279,046,409
13Gryphon Financial Partners$764,230$1,157,656,639$20,785,687$1,178,442,326
14Beese Fulmer Private Wealth Management$1,082,516$1,012,152,565$1,012,152,565
15Wealthquest Corporation$252,664$990,712,019$2,511,899$993,223,918
16Paragon Advisors, Inc.$12,772,973$577,600,000$367,600,000$945,200,000
17Madison Wealth Management$461,093$898,208,661$898,208,661
18Hcm Wealth Advisors$334,241$707,922,569$707,922,569
19Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
20Pds Planning Inc$270,288$606,503,866$75,703,927$682,207,793
21St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
22Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
23Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
24Gries Financial Llc$690,134$623,880,772$623,880,772
25Total Wealth Planning, Llc$355,956$502,532,536$56,318,460$558,850,996
26The Joseph Group Capital Management$882,019$508,042,933$508,042,933
27Scott Snow (Financial Advisors) Llc$994,363$493,204,040$493,204,040
28Waller Financial Planning Group, Inc.$258,017$404,665,528$43,767,229$448,432,757
29Ritter Daniher Financial Advisory, Llc$399,552$391,102,957$55,995,733$447,098,690
30Demming Financial Services Corp.$157,908$435,035,361$435,035,361
31J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
32Jentner Wealth Management$470,354$401,212,374$401,212,374
33Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
34Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
35Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
36Lesjak Planning, Llc$750,000$270,000,000$270,000,000
37Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
38Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
39Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
40Financial Freedom$365,688$249,399,000$249,399,000
41Berno Financial Management Inc$364,364$214,617,358$23,676,385$238,293,743
42Clear Perspectives Financial Planning, Llc$281,237$229,208,263$229,208,263
43Paradigm Wealth Management, Llc$512,963$201,300,000$20,300,000$221,600,000
44Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
45Ray|Theil Wealth Management, Llc$846,890$198,172,156$198,172,156
46Walden Wealth Partners Llc$418,038$188,915,080$7,981,023$196,896,103
47Ruggaard & Associates, Inc.$461,381$195,625,342$195,625,342
48Jps Financial, Llc$316,235$185,210,264$10,222,861$195,433,125
49Private Harbour Investment Management & Counsel Llc.$428,910$171,019,570$4,833,460$175,853,030
50Strategic Planning, Inc.$198,805$170,574,900$170,574,900
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Showing 1 to 50 of 57 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.