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
1BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
2JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
3TRUEPOINT, INC.$554,085$3,359,257,566$17,892,731$3,377,150,297
4HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
5BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
6CM WEALTH ADVISORS LLC$5,875,396$2,628,021,384$309,676,443$2,937,697,827
7CARNEGIE INVESTMENT COUNSEL$1,156,102$2,393,019,121$52,137,315$2,445,156,436
8FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
9PINNACLE WEALTH PLANNING SERVICES, INC.$593,974$1,343,974,563$18,006,988$1,361,981,551
10GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
11SUMMIT FINANCIAL STRATEGIES INC$324,506$1,111,081,232$256,061,575$1,367,142,807
12WINDSOR ADVISORY GROUP, LLC$472,786$1,073,999,097$222,380,620$1,296,379,717
13BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,082,516$1,012,152,565$1,012,152,565
14WEALTHQUEST CORPORATION$252,664$990,712,019$2,511,899$993,223,918
15MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
16DEAN INVESTMENTS$1,506,619$809,054,152$809,054,152
17MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
18CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
19HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
20ST. CLAIR ADVISORS, LLC$1,283,433$681,502,999$681,502,999
21LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
22PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
23KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
24PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
25FIRST FIDUCIARY INVESTMENT COUNSEL INC$1,285,381$577,135,960$577,135,960
26WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
27THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
28TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
29WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
30WEALTH DIMENSIONS FAMILY OFFICE, INC$5,049,616$449,415,796$449,415,796
31OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
32DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
33WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
34JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
35JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
36RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
37J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
38LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
39THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
40ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
41ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
42STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
43LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
44TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
45KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
46WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
47WEALTH PLANNING CORP$795,266$257,100,000$11,700,000$268,800,000
48FSM WEALTH ADVISORS, LLC$1,097,944$245,939,522$245,939,522
49TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
50COORDINATED FINANCIAL PLANNING CORP$656,570$236,230,949$13,265,509$249,496,458
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Showing 1 to 50 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.