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
1Bahl & Gaynor Inc$5,558,948$11,931,897,822$848,124,311$12,780,022,133
2Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
3Bartlett & Co. Wealth Management Llc$3,059,318$5,926,185,183$112,908,026$6,039,093,209
4Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
5Cm Wealth Advisors Llc$5,101,321$2,380,198,057$262,286,206$2,642,484,263
6Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
7Hamilton Capital$384,781$2,246,654,084$48,179,982$2,294,834,066
8Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
9Wellspring Financial Advisors, Llc$1,784,734$276,705,883$1,158,219,944$1,434,925,827
10Fairway Wealth Management Llc$6,249,427$3,101,913$1,371,772,032$1,374,873,945
11Osborn Williams & Donohoe, Llc$993,618$1,335,328,502$4,068,508$1,339,397,010
12Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
13Windsor Advisory Group, Llc$478,370$1,029,174,680$178,231,121$1,207,405,801
14Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
15Wealthquest Corporation$284,884$1,044,388,765$3,985,008$1,048,373,773
16Gryphon Financial Partners$663,665$922,306,225$115,002,847$1,037,309,072
17Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
18Dean Investments$1,531,454$794,824,537$794,824,537
19Madison Wealth Management$424,362$791,859,966$791,859,966
20Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
21Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
22Opus Capital Management$2,088,516$405,982,140$224,749,714$630,731,854
23Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
24Hcm Wealth Advisors$295,180$590,064,770$590,064,770
25Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
26Pds Planning Inc$244,429$502,691,327$69,516,023$572,207,350
27St. Clair Advisors, Llc$1,251,300$554,326,060$554,326,060
28Gries Financial Llc$633,638$545,562,355$545,562,355
29Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
30First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
31Total Wealth Planning, Llc$280,549$395,166,298$49,504,201$444,670,499
32Demming Financial Services Corp.$157,908$435,035,361$435,035,361
33Wealth Dimensions Group, Ltd.$945,145$428,458,334$1,582,586$430,040,920
34Scott Snow (Financial Advisors) Llc$927,827$426,800,556$426,800,556
35The Joseph Group Capital Management$791,719$417,236,134$417,236,134
36Ritter Daniher Financial Advisory, Llc$361,075$351,499,478$47,487,926$398,987,404
37Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
38Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
39Kmg Fiduciary Partners, Llc$343,606$366,971,697$366,971,697
40J.W. Coons Advisors, Llc$1,132,809$315,507,938$48,123,714$363,631,652
41John E. Sestina And Company$90,941$356,760,949$356,760,949
42Jentner Wealth Management$426,830$345,305,151$345,305,151
43Thor Wealth Management Inc$235,100$326,083,836$11,754,157$337,837,993
44Harvest Financial Advisors, Llc$464,238$173,906,757$158,952,242$332,858,999
45Lifeplan Financial Group, Inc.$166,204$285,119,559$22,689,489$307,809,048
46Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
47Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
48Torch Wealth Management Llc$713,693$264,268,955$511,324$264,780,279
49Financial Freedom$389,153$252,560,000$252,560,000
50Lesjak Planning, Llc$702,247$250,000,000$250,000,000
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Showing 1 to 50 of 88 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.