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
1Purtill Financial LLC$205,429$110,520,868$110,520,868
2Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
3Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
4Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
5Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
6True Wealth Design, LLC$217,506$127,023,332$127,023,332
7Strategic Planning, Inc.$170,261$138,251,980$138,251,980
8Private Harbour$407,823$166,134,190$4,335,619$170,469,809
9JPS Financial$301,967$167,479,164$7,963,744$175,442,908
10Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
11Oxford Financial Partners$390,982$186,498,578$186,498,578
12Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
13Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
14Lesjak Planning Corp$702,247$250,000,000$250,000,000
15Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
16Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
17Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
18Demming Financial Services Corp.$156,701$418,706,131$418,706,131
19Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
20PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
21Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
22Gries Financial$633,638$545,562,355$545,562,355
23Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
24Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
25Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
26Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888

Showing 1 to 26 of 26 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.