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
51Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
52Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
53International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
54Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
55Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
56Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
57Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
58JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
59Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
60Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
61OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
62Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
63Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
64Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
65Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
66Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
67Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
68J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
69Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
70Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
71Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
72Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
73PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
74Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
75Purtill Financial LLC$275,857$158,065,817$158,065,817
76Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
77Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
78Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
79Financial Freedom, LLC$454,731$322,859,000$322,859,000
80Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
81Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
82Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
83Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
84FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
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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.