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 |
|---|---|---|---|---|---|
| 51 | OXFORD FINANCIAL PARTNERS | $529,281 | $277,872,677 | — | $277,872,677 |
| 52 | HIXON ZUERCHER CAPITAL MANAGEMENT | $256,826 | $287,434,765 | $12,281,308 | $299,716,073 |
| 53 | YARGER WEALTH STRATEGIES, LLC | $724,172 | $295,347,397 | $71,083,614 | $366,431,011 |
| 54 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 55 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 56 | KEYSTONE FINANCIAL PLANNING, INC | $817,649 | $336,871,318 | — | $336,871,318 |
| 57 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $345,629 | $342,172,297 | — | $342,172,297 |
| 58 | TRINITY FINANCIAL ADVISORS LLC | $422,714 | $360,574,741 | — | $360,574,741 |
| 59 | WINFIELD ASSOCIATES INC | $597,070 | $368,805,064 | $184,387 | $368,989,451 |
| 60 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 61 | ASSET ADVISORY GROUP INC | $450,613 | $378,328,312 | $20,914,682 | $399,242,994 |
| 62 | HARVEST FINANCIAL ADVISORS, LLC | $407,641 | $380,094,735 | $21,023,901 | $401,118,636 |
| 63 | HERITAGE WEALTH ADVISORS | $687,173 | $404,057,501 | — | $404,057,501 |
| 64 | THOR WEALTH MANAGEMENT INC | $313,127 | $414,599,721 | $294,040 | $414,893,761 |
| 65 | TRUE WEALTH DESIGN, LLC | $389,604 | $416,875,913 | — | $416,875,913 |
| 66 | WEALTH PLANNING CORP | $1,121,491 | $429,253,000 | $15,979,000 | $445,232,000 |
| 67 | J.W. COONS ADVISORS, LLC | $1,531,385 | $464,264,765 | $50,280,607 | $514,545,372 |
| 68 | WALLER FINANCIAL PLANNING GROUP, INC. | $310,918 | $487,684,582 | $105,546,543 | $593,231,125 |
| 69 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 70 | TSG ADVICE PARTNERS, LLC | $158,297 | $501,326,423 | — | $501,326,423 |
| 71 | DEMMING FINANCIAL SERVICES CORP. | $231,961 | $525,856,010 | — | $525,856,010 |
| 72 | JENTNER WEALTH MANAGEMENT | $585,841 | $529,600,647 | — | $529,600,647 |
| 73 | JOHN E. SESTINA AND COMPANY | $246,984 | $550,774,332 | — | $550,774,332 |
| 74 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,213,471 | $552,627,925 | — | $552,627,925 |
| 75 | PARAGON ADVISORS, INC. | $17,557,895 | $566,600,000 | $434,200,000 | $1,000,800,000 |
| 76 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | $1,265,252 | $587,076,897 | — | $587,076,897 |
| 77 | OPUS CAPITAL MANAGEMENT | $2,514,834 | $622,933,752 | $259,772,834 | $882,706,586 |
| 78 | WEALTH DIMENSIONS GROUP, LTD. | $382,309 | $701,536,261 | $1,530,592 | $703,066,853 |
| 79 | ELLSWORTH ADVISORS, LLC | $724,474 | $709,655,393 | $1,778,044 | $711,433,437 |
| 80 | WELLSPRING FINANCIAL ADVISORS, LLC | $2,387,743 | $719,589,267 | $1,701,582,127 | $2,421,171,394 |
| 81 | DEAN INVESTMENTS | $1,423,217 | $744,342,589 | — | $744,342,589 |
| 82 | TOTAL WEALTH PLANNING, LLC | $422,430 | $752,209,289 | $63,503,116 | $815,712,405 |
| 83 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $1,126,516 | $763,777,757 | — | $763,777,757 |
| 84 | ST. CLAIR ADVISORS, LLC | $1,524,831 | $847,806,060 | — | $847,806,060 |
| 85 | HCM WEALTH ADVISORS | $390,299 | $894,566,067 | — | $894,566,067 |
| 86 | KMG FIDUCIARY PARTNERS, LLC | $361,767 | $924,313,971 | — | $924,313,971 |
| 87 | EVERHART ADVISORS | $294,635 | $995,655,133 | $98,913,077 | $1,094,568,210 |
| 88 | PDS PLANNING INC | $388,987 | $1,056,623,616 | $74,552,017 | $1,131,175,633 |
| 89 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 90 | BEESE FULMER PRIVATE WEALTH MANAGEMENT | $1,241,465 | $1,281,191,456 | — | $1,281,191,456 |
| 91 | MADISON WEALTH MANAGEMENT | $553,845 | $1,293,782,083 | — | $1,293,782,083 |
| 92 | WINDSOR ADVISORY GROUP, LLC | $559,302 | $1,412,351,387 | $313,655,494 | $1,726,006,881 |
| 93 | SUMMIT FINANCIAL STRATEGIES INC | $1,950,567 | $1,413,920,116 | $306,479,823 | $1,720,399,939 |
| 94 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 95 | WEALTHQUEST CORPORATION | $377,110 | $1,669,857,002 | $4,132,792 | $1,673,989,794 |
| 96 | PINNACLE WEALTH PLANNING SERVICES, INC. | $759,671 | $1,976,739,314 | $15,118,988 | $1,991,858,302 |
| 97 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 98 | CM WEALTH ADVISORS LLC | $6,402,117 | $3,364,119,175 | $169,849,306 | $3,533,968,481 |
| 99 | HAMILTON CAPITAL | $504,093 | $3,396,534,963 | $237,978,930 | $3,634,513,893 |
| 100 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
