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$5,212,361$10,744,276,732$780,254,530$11,524,531,262
2Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
3Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
4Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
5CM Wealth Advisors Inc.$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 Management Inc$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
9Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
10Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
11Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
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
15Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
16Dean Investments$1,531,454$794,824,537$794,824,537
17Madison Wealth Management$424,362$791,859,966$791,859,966
18Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
19Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
20Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
21Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
22John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
23Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
24Hengehold Capital Management LLC$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$1,251,300$554,326,060$554,326,060
28Gries Financial$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
31Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
32Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
33Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
34Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
35Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
36Demming Financial Services Corp.$156,701$418,706,131$418,706,131
37The Joseph Group Capital Management$791,719$417,236,134$417,236,134
38Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
39J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
40Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
41Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
42Jentner Wealth Management$426,830$345,305,151$345,305,151
43Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
44Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
45Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
46Lifeplan Financial Group, Inc.$166,204$285,119,559$22,689,489$307,809,048
47Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
48Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
49Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
50Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
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Showing 1 to 50 of 85 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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