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
51Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
52Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
53Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
54OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
55Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
56Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
57Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
58Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
59KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
60Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
61JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
62Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
63True Wealth Design, LLC$345,854$341,703,339$341,703,339
64Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
65PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
66Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
67Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
68Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
69LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
70Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
71Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
72Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
73Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
74Thor Investment Management Inc$278,419$359,717,964$359,717,964
75Purtill Financial LLC$275,857$158,065,817$158,065,817
76Strategic Planning, Inc.$247,581$231,487,880$231,487,880
77Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
78Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
79Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
80Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
81TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
82First Mason Financial, LLC$160,628$107,781,083$107,781,083
83Demming Financial Services Corp.$150,061$432,625,331$432,625,331
84John E. Sestina And Company$146,282$447,768,194$447,768,194
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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.