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
1International Management Advisors Ltd.$1,605,632$112,394,227$112,394,227
2Meyer Capital Management Llc.$375,327$126,485,143$126,485,143
3Adaptive Financial Consulting, Llc$578,227$138,202,121$1,150,502$139,352,623
4Lindahl & Mansager Inc$193,555$139,747,000$139,747,000
5Kovalcik & Geraghty Wealth Partners Llp$267,001$150,320,265$3,739,454$154,059,719
6True Wealth Design, Llc$250,388$160,749,129$160,749,129
7Fullen Financial Group, Inc.$274,332$165,421,934$165,421,934
8Strategic Planning, Inc.$198,805$170,574,900$170,574,900
9Private Harbour Investment Management & Counsel Llc.$428,910$171,019,570$4,833,460$175,853,030
10Jps Financial, Llc$316,235$185,210,264$10,222,861$195,433,125
11Ruggaard & Associates, Inc.$461,381$195,625,342$195,625,342
12Walden Wealth Partners Llc$418,038$188,915,080$7,981,023$196,896,103
13Ray|Theil Wealth Management, Llc$846,890$198,172,156$198,172,156
14Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
15Paradigm Wealth Management, Llc$512,963$201,300,000$20,300,000$221,600,000
16Clear Perspectives Financial Planning, Llc$281,237$229,208,263$229,208,263
17Berno Financial Management Inc$364,364$214,617,358$23,676,385$238,293,743
18Financial Freedom$365,688$249,399,000$249,399,000
19Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
20Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
21Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
22Lesjak Planning, Llc$750,000$270,000,000$270,000,000
23Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
24Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
25Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
26Jentner Wealth Management$470,354$401,212,374$401,212,374
27J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
28Demming Financial Services Corp.$157,908$435,035,361$435,035,361
29Ritter Daniher Financial Advisory, Llc$399,552$391,102,957$55,995,733$447,098,690
30Waller Financial Planning Group, Inc.$258,017$404,665,528$43,767,229$448,432,757
31Scott Snow (Financial Advisors) Llc$994,363$493,204,040$493,204,040
32The Joseph Group Capital Management$882,019$508,042,933$508,042,933
33Total Wealth Planning, Llc$355,956$502,532,536$56,318,460$558,850,996
34Gries Financial Llc$690,134$623,880,772$623,880,772
35Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
36Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
37St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
38Pds Planning Inc$270,288$606,503,866$75,703,927$682,207,793
39Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
40Hcm Wealth Advisors$334,241$707,922,569$707,922,569
41Madison Wealth Management$461,093$898,208,661$898,208,661
42Paragon Advisors, Inc.$12,772,973$577,600,000$367,600,000$945,200,000
43Wealthquest Corporation$252,664$990,712,019$2,511,899$993,223,918
44Beese Fulmer Private Wealth Management$1,082,516$1,012,152,565$1,012,152,565
45Gryphon Financial Partners$764,230$1,157,656,639$20,785,687$1,178,442,326
46Osborn Williams & Donohoe, Llc$1,024,877$1,270,030,626$9,015,783$1,279,046,409
47Windsor Advisory Group, Llc$472,786$1,073,999,097$222,380,620$1,296,379,717
48Pinnacle Wealth Planning Services, Inc.$593,974$1,343,974,563$18,006,988$1,361,981,551
49Constellation Wealth Advisors$1,576,995$741,384,323$734,682,711$1,476,067,034
50Foster & Motley Inc$2,200,443$1,495,054,208$40,855,307$1,535,909,515
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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.