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 |
|---|---|---|---|---|---|
| 1 | Bahl & Gaynor Inc | $5,212,361 | $10,744,276,732 | $780,254,530 | $11,524,531,262 |
| 2 | Johnson Investment Counsel, Inc. | $969,115 | $10,661,232,987 | — | $10,661,232,987 |
| 3 | Bartlett & Co. Wealth Management Llc | $3,299,424 | $3,840,293,714 | $102,518,540 | $3,942,812,254 |
| 4 | Truepoint, Inc. | $527,216 | $2,701,279,121 | $30,224,427 | $2,731,503,548 |
| 5 | CM Wealth Advisors Inc. | $5,101,321 | $2,380,198,057 | $262,286,206 | $2,642,484,263 |
| 6 | Hamilton Capital Management Inc | $384,781 | $2,246,654,084 | $48,179,982 | $2,294,834,066 |
| 7 | Budros, Ruhlin & Roe, Inc. | $383,956 | $2,238,395,146 | $58,047,120 | $2,296,442,266 |
| 8 | Carnegie Investment Counsel | $854,887 | $1,780,705,044 | $57,302,844 | $1,838,007,888 |
| 9 | Fairport Asset Management | $836,908 | $1,310,199,917 | $379,517,287 | $1,689,717,204 |
| 10 | Foster & Motley Inc | $2,058,260 | $1,268,781,232 | $34,097,074 | $1,302,878,306 |
| 11 | Windsor Advisory Group, LLC | $478,370 | $1,029,174,680 | $178,231,121 | $1,207,405,801 |
| 12 | Summit Financial Strategies Inc | $1,501,606 | $938,719,639 | $208,507,650 | $1,147,227,289 |
| 13 | Dean Investments | $1,531,454 | $794,824,537 | — | $794,824,537 |
| 14 | Madison Wealth Management | $424,362 | $791,859,966 | — | $791,859,966 |
| 15 | Osborn Williams & Donohoe | $809,047 | $787,203,058 | — | $787,203,058 |
| 16 | Pinnacle Wealth Planning Services, Inc. | $356,726 | $698,837,524 | $16,397,895 | $715,235,419 |
| 17 | Meyers Wealth Management, LLC | $1,245,438 | $653,800,000 | $28,700,000 | $682,500,000 |
| 18 | Hengehold Capital Management LLC | $295,180 | $590,064,770 | — | $590,064,770 |
| 19 | Beese Fulmer Private Wealth Management | $1,037,496 | $584,110,326 | — | $584,110,326 |
| 20 | St. Clair Advisors | $1,251,300 | $554,326,060 | — | $554,326,060 |
| 21 | Gries Financial | $633,638 | $545,562,355 | — | $545,562,355 |
| 22 | Opus Capital Management | $2,109,685 | $539,584,897 | $158,720,703 | $698,305,600 |
| 23 | Lenox Wealth Management, Inc. | $211,891 | $537,771,377 | $3,399,481 | $541,170,858 |
| 24 | First Fiduciary Investment Counsel Inc | $1,187,069 | $535,368,333 | — | $535,368,333 |
| 25 | Cornerstone Capital Advisors | $292,647 | $520,034,107 | — | $520,034,107 |
| 26 | PDS Planning Inc | $244,429 | $502,691,327 | $69,516,023 | $572,207,350 |
| 27 | Quadrant Family Wealth Advisors | $2,544,318 | $436,244,119 | $393,203,650 | $829,447,769 |
| 28 | Wealth Dimensions Group, Ltd.. | $945,145 | $428,458,334 | $1,582,586 | $430,040,920 |
| 29 | Demming Financial Services Corp. | $156,701 | $418,706,131 | — | $418,706,131 |
| 30 | The Joseph Group Capital Management | $791,719 | $417,236,134 | — | $417,236,134 |
| 31 | Total Wealth Planning, LLC | $280,549 | $395,166,298 | $49,504,201 | $444,670,499 |
| 32 | Wealth Dimensions Family Office, Inc | $9,346,148 | $345,807,462 | — | $345,807,462 |
| 33 | Jentner Wealth Management | $426,830 | $345,305,151 | — | $345,305,151 |
| 34 | Waller Financial Planning Group, Inc. | $223,196 | $339,116,280 | $36,745,565 | $375,861,845 |
| 35 | Thor Investment Management Inc | $235,100 | $326,083,836 | $11,754,157 | $337,837,993 |
| 36 | John E. Sestina and Company | $99,173 | $323,487,053 | $345,333,422 | $668,820,475 |
| 37 | Altiora Financial Group, LLC | $775,455 | $317,545,241 | $102,751,400 | $420,296,641 |
| 38 | Ritter Daniher Financial Advisory | $335,700 | $317,188,212 | $44,024,592 | $361,212,804 |
| 39 | J.W. Coons Advisors, LLC | $1,132,809 | $315,507,938 | $48,123,714 | $363,631,652 |
| 40 | Paragon Advisors, Inc. | $9,088,235 | $309,000,000 | $309,000,000 | $618,000,000 |
| 41 | Lifeplan Financial Group, Inc. | $166,204 | $285,119,559 | $22,689,489 | $307,809,048 |
| 42 | Asset Advisory Group Inc | $343,294 | $281,909,741 | $13,323,281 | $295,233,022 |
| 43 | Wealth Planning Corp | $846,377 | $279,700,000 | $12,300,000 | $292,000,000 |
| 44 | Wellspring Financial Advisors | $1,784,734 | $276,705,883 | $1,158,219,944 | $1,434,925,827 |
| 45 | Lesjak Planning, Llc | $214,207 | $276,481,195 | $14,198,108 | $290,679,303 |
| 46 | Torch Wealth Management | $713,693 | $264,268,955 | $511,324 | $264,780,279 |
| 47 | Gries Financial Llc | $12,561,817 | $256,167,695 | $57,877,737 | $314,045,432 |
| 48 | Lesjak Planning Corp | $702,247 | $250,000,000 | — | $250,000,000 |
| 49 | Storey & Associates | $341,152 | $244,417,172 | $2,235,855 | $246,653,027 |
| 50 | Trinity Financial Advisors LLC | $369,226 | $214,889,452 | — | $214,889,452 |
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.
