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
1JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
2TRUEPOINT, INC.$554,085$3,359,257,566$17,892,731$3,377,150,297
3HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
4BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
5CARNEGIE INVESTMENT COUNSEL$1,156,102$2,393,019,121$52,137,315$2,445,156,436
6WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
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
12GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
13BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,082,516$1,012,152,565$1,012,152,565
14WEALTHQUEST CORPORATION$252,664$990,712,019$2,511,899$993,223,918
15PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
16MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
17MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
18HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
19PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
20ST. CLAIR ADVISORS, LLC$1,283,433$681,502,999$681,502,999
21OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
22LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
23KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
24TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
25THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
26SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
27WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
28WEALTH DIMENSIONS FAMILY OFFICE, INC$5,049,616$449,415,796$449,415,796
29WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
30RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
31DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
32J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
33JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
34JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
35ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
36THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
37ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
38STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
39TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
40LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
41TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
42KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
43WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
44FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
45BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
46CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
47GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
48PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
49OXFORD FINANCIAL PARTNERS$472,059$218,091,293$218,091,293
50TRINITY WEALTH MANAGEMENT LLC$2,221,053$211,000,000$211,000,000
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Showing 1 to 50 of 66 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.