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
51Demming Financial Services Corp.$150,061$432,625,331$432,625,331
52Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
53Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
54John E. Sestina And Company$146,282$447,768,194$447,768,194
55Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
56Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
57The Jentner Corporation$531,608$452,398,583$452,398,583
58Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
59Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
60Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
61Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
62First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
63Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
64The Joseph Group LLC$940,788$602,104,403$602,104,403
65LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
66Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
67St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
68Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
69KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
70PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
71Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
72Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
73Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
74Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
75Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
76Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
77Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
78Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
79Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
80Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
81Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
82Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
83Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
84Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
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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 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.