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$5,308,629$10,832,882,456$819,557,990$11,652,440,446
2Johnson Investment Counsel, Inc.$1,041,126$10,420,633,000$0$10,420,633,000
3Bartlett & Co. Wealth Management Llc$1,235,639$4,121,271,275$77,430,652$4,198,701,927
4Hartland & Co$1,530,665$3,029,399,037$1,020,740,684$4,050,139,721
5CM Wealth Advisors Inc.$5,494,599$2,864,050,857$256,881,417$3,120,932,274
6Truepoint, Inc.$551,717$2,776,920,011$30,218,279$2,807,138,290
7Budros, Ruhlin & Roe, Inc.$406,463$2,389,773,277$107,940,566$2,497,713,843
8Hamilton Capital Management Inc$394,295$2,379,335,135$11,276,978$2,390,612,113
9Fairport Asset Management$1,019,836$1,346,949,615$427,565,013$1,774,514,628
10Carnegie Investment Counsel$485,559$1,680,204,154$7,598,787$1,687,802,941
11Fairway Wealth Management LLC$6,949,042$1,616,732$1,332,599,276$1,334,216,008
12Foster & Motley Inc$2,274,777$1,295,178,421$33,291,112$1,328,469,533
13Wellspring Financial Advisors$1,695,658$131,284,973$1,150,632,348$1,281,917,321
14Summit Financial Strategies Inc$1,622,798$971,422,544$218,088,714$1,189,511,258
15Windsor Advisory Group, LLC$528,077$960,472,357$215,556,042$1,176,028,399
16Gries Financial$1,021,367$790,083,306$81,142,620$871,225,926
17Aurum Wealth Management Group LLC$1,160,602$697,117,878$162,888,374$860,006,252
18Osborn Williams & Donohoe$1,014,691$827,987,600$0$827,987,600
19Dean Investments$1,590,712$819,216,904$0$819,216,904
20Opus Capital Management$2,346,678$614,938,841$166,505,052$781,443,893
21Meyers Wealth Management, LLC$1,465,795$699,500,000$29,000,000$728,500,000
22Pinnacle Wealth Planning Services, Inc.$329,937$697,311,189$10,403,713$707,714,902
23John E. Sestina and Company$46,885$248,107,934$387,322,885$635,430,819
24Hengehold Capital Management LLC$321,763$619,714,633$0$619,714,633
25Beese Fulmer Private Wealth Management$1,139,766$606,355,631$0$606,355,631
26Quadrant Family Wealth Advisors$1,124,465$538,653,315$67,433,540$606,086,855
27First Fiduciary Investment Counsel Inc$1,280,684$587,833,731$0$587,833,731
28St. Clair Advisors$1,489,805$570,595,254$0$570,595,254
29PDS Planning Inc$234,838$497,468,958$68,021,347$565,490,305
30Lenox Wealth Management, Inc.$200,643$551,144,808$1,425,641$552,570,449
31Paragon Advisors, Inc.$8,029,412$250,000,000$296,000,000$546,000,000
32Madison Wealth Management$334,423$511,191,080$26,560,500$537,751,580
33Cornerstone Capital Advisors$296,505$522,145,189$0$522,145,189
34Total Wealth Planning, LLC$328,907$414,684,535$67,493,039$482,177,574
35The Joseph Group Capital Management$894,248$425,662,000$0$425,662,000
36Scott Snow (Financial Advisors)$988,436$0$422,062,000$422,062,000
37Wealth Dimensions Group, Ltd..$334,635$419,405,051$1,565,651$420,970,702
38Demming Financial Services Corp.$156,701$418,706,131$0$418,706,131
39Waller Financial Planning Group, Inc.$241,845$359,910,062$43,003,635$402,913,697
40Altiora Financial Group, LLC$789,220$292,461,609$95,834,482$388,296,091
41J.W. Coons Advisors, LLC$1,162,273$337,863,963$49,172,909$387,036,872
42Ritter Daniher Financial Advisory$366,840$339,748,775$46,533,791$386,282,566
43Jentner Wealth Management$1,413,216$370,262,505$0$370,262,505
44Thor Investment Management Inc$200,590$362,064,769$0$362,064,769
45Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$0$345,807,462
46Harvest Financial Advisors$548,732$175,041,341$166,270,153$341,311,494
47Lifeplan Financial Group, Inc.$169,317$316,140,219$6,577,046$322,717,265
48Asset Advisory Group Inc$390,186$298,019,495$12,568,910$310,588,405
49Wealth Planning Corp$889,937$270,600,000$12,400,000$283,000,000
50Torch Wealth Management$728,390$263,211,183$1,194,371$264,405,554
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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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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