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
5Foster & Motley Inc$2,200,443$1,495,054,208$40,855,307$1,535,909,515
6Pinnacle Wealth Planning Services, Inc.$593,974$1,343,974,563$18,006,988$1,361,981,551
7Osborn Williams & Donohoe, Llc$1,024,877$1,270,030,626$9,015,783$1,279,046,409
8Gryphon Financial Partners$764,230$1,157,656,639$20,785,687$1,178,442,326
9Windsor Advisory Group, Llc$472,786$1,073,999,097$222,380,620$1,296,379,717
10Beese Fulmer Private Wealth Management$1,082,516$1,012,152,565$1,012,152,565
11Wealthquest Corporation$252,664$990,712,019$2,511,899$993,223,918
12Madison Wealth Management$461,093$898,208,661$898,208,661
13Constellation Wealth Advisors$1,576,995$741,384,323$734,682,711$1,476,067,034
14Hcm Wealth Advisors$334,241$707,922,569$707,922,569
15St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
16Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
17Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
18Gries Financial Llc$690,134$623,880,772$623,880,772
19Pds Planning Inc$270,288$606,503,866$75,703,927$682,207,793
20Paragon Advisors, Inc.$12,772,973$577,600,000$367,600,000$945,200,000
21Wellspring Financial Advisors, Llc$2,046,787$519,837,993$1,232,211,277$1,752,049,270
22The Joseph Group Capital Management$882,019$508,042,933$508,042,933
23Total Wealth Planning, Llc$355,956$502,532,536$56,318,460$558,850,996
24Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
25Demming Financial Services Corp.$157,908$435,035,361$435,035,361
26Waller Financial Planning Group, Inc.$258,017$404,665,528$43,767,229$448,432,757
27Jentner Wealth Management$470,354$401,212,374$401,212,374
28Ritter Daniher Financial Advisory, Llc$399,552$391,102,957$55,995,733$447,098,690
29Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
30J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
31Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
32Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
33Lesjak Planning, Llc$750,000$270,000,000$270,000,000
34Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
35Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
36Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
37Clear Perspectives Financial Planning, Llc$281,237$229,208,263$229,208,263
38Berno Financial Management Inc$364,364$214,617,358$23,676,385$238,293,743
39Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
40Paradigm Wealth Management, Llc$512,963$201,300,000$20,300,000$221,600,000
41Ray|Theil Wealth Management, Llc$846,890$198,172,156$198,172,156
42Ruggaard & Associates, Inc.$461,381$195,625,342$195,625,342
43Walden Wealth Partners Llc$418,038$188,915,080$7,981,023$196,896,103
44Jps Financial, Llc$316,235$185,210,264$10,222,861$195,433,125
45Private Harbour Investment Management & Counsel Llc.$428,910$171,019,570$4,833,460$175,853,030
46Strategic Planning, Inc.$198,805$170,574,900$170,574,900
47Fullen Financial Group, Inc.$274,332$165,421,934$165,421,934
48True Wealth Design, Llc$250,388$160,749,129$160,749,129
49Kovalcik & Geraghty Wealth Partners Llp$267,001$150,320,265$3,739,454$154,059,719
50Lindahl & Mansager Inc$193,555$139,747,000$139,747,000
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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.