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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
52THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
53LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
54J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
55RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
56JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
57JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
58WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
59DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
60OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
61WEALTH DIMENSIONS FAMILY OFFICE, INC$5,049,616$449,415,796$449,415,796
62WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
63TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
64THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
65WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
66FIRST FIDUCIARY INVESTMENT COUNSEL INC$1,285,381$577,135,960$577,135,960
67PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
68KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
69PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
70LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
71ST. CLAIR ADVISORS, LLC$1,283,433$681,502,999$681,502,999
72HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
73CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
74MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
75DEAN INVESTMENTS$1,506,619$809,054,152$809,054,152
76MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
77WEALTHQUEST CORPORATION$252,664$990,712,019$2,511,899$993,223,918
78BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,082,516$1,012,152,565$1,012,152,565
79WINDSOR ADVISORY GROUP, LLC$472,786$1,073,999,097$222,380,620$1,296,379,717
80SUMMIT FINANCIAL STRATEGIES INC$324,506$1,111,081,232$256,061,575$1,367,142,807
81GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
82PINNACLE WEALTH PLANNING SERVICES, INC.$593,974$1,343,974,563$18,006,988$1,361,981,551
83FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
84CARNEGIE INVESTMENT COUNSEL$1,156,102$2,393,019,121$52,137,315$2,445,156,436
85CM WEALTH ADVISORS LLC$5,875,396$2,628,021,384$309,676,443$2,937,697,827
86BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
87HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
88TRUEPOINT, INC.$554,085$3,359,257,566$17,892,731$3,377,150,297
89JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
90BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
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Showing 51 to 90 of 90 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.