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
1Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
2FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
3Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
4Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
5Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
6International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
7Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
8Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
9Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
10Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
11St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
12J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
13First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
14Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
15Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
16FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
17Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
18Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
19The Joseph Group LLC$940,788$602,104,403$602,104,403
20Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
21Generations Wealth, LLC$915,150$245,260,329$245,260,329
22Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
23Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
24Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
25Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
26Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
27T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
28Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
29Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
30Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
31Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
32Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
33ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
34Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
35Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
36Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
37SWS Partners, LLC$531,972$270,241,738$270,241,738
38The Jentner Corporation$531,608$452,398,583$452,398,583
39Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
40Siena Capital, LLC$484,618$231,647,275$231,647,275
41Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
42Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
43Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
44Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
45Financial Freedom, LLC$454,731$322,859,000$322,859,000
46Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
47Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
48Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
49Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
50Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
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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 Carline Murphy.

*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.