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
1Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
2Financial Freedom$389,153$252,560,000$252,560,000
3Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
4International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
5Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
6Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
7Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
8Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
9Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
10Clear Perspectives Financial Planning, LLC$249,859$173,902,112$173,902,112
11Altiora Group$615,711$176,264,145$9,064,861$185,329,006
12Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
13Keystone Financial Planning Inc$533,240$209,563,452$209,563,452
14Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
15Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
16Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
17Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
18Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
19Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
20Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
21J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
22Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
23John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
24Jentner Wealth Management$426,830$345,305,151$345,305,151
25Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
26Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
27Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
28Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
29St. Clair Advisors$1,251,300$554,326,060$554,326,060
30Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
31Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
32Madison Wealth Management$424,362$791,859,966$791,859,966
33Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
34Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
35Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
36Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
37Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
38Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
39Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254

Showing 1 to 39 of 39 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.

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