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 | $6,659,471 | $15,554,274,987 | $854,661,578 | $16,408,936,565 |
| 2 | Johnson Investment Counsel, Inc. | $1,283,412 | $15,307,454,415 | $217,979,080 | $15,525,433,495 |
| 3 | Truepoint, Inc. | $547,095 | $3,853,860,921 | $10,819,759 | $3,864,680,680 |
| 4 | Carnegie Capital Asset Management, LLC | $545,913 | $2,933,640,904 | $9,377,555 | $2,943,018,459 |
| 5 | Budros, Ruhlin & Roe, Inc. | $421,425 | $2,902,800,274 | $116,712,340 | $3,019,512,614 |
| 6 | CM Wealth Advisors LLC | $6,748,858 | $2,888,381,432 | $148,604,563 | $3,036,985,995 |
| 7 | Hamilton Capital, LLC | $430,242 | $2,836,769,363 | $74,247,002 | $2,911,016,365 |
| 8 | Foster & Motley, Inc. | $2,369,203 | $1,684,660,825 | $42,488,399 | $1,727,149,224 |
| 9 | Pinnacle Wealth Planning Services, Inc. | $601,329 | $1,490,239,519 | $13,684,848 | $1,503,924,367 |
| 10 | Wealthquest Corporation | $324,331 | $1,344,137,180 | $4,105,806 | $1,348,242,986 |
| 11 | Gryphon Financial Partners, LLC | $859,503 | $1,319,153,804 | $21,670,120 | $1,340,823,924 |
| 12 | Summit Financial Strategies Inc | $362,721 | $1,240,403,696 | $332,716,399 | $1,573,120,095 |
| 13 | Windsor Advisory Group, LLC | $475,744 | $1,180,018,035 | $231,515,827 | $1,411,533,862 |
| 14 | Beese, Fulmer Investment Management, Inc. | $1,121,334 | $1,082,087,361 | — | $1,082,087,361 |
| 15 | Quadrant Capital Group LLC | $1,563,249 | $1,058,138,537 | $947,510,122 | $2,005,648,659 |
| 16 | Madison Financial Advisors, Ltd | $483,439 | $1,040,843,381 | — | $1,040,843,381 |
| 17 | Meyers Wealth Management, LLC | $1,759,034 | $935,000,000 | $48,300,000 | $983,300,000 |
| 18 | PDS Planning Inc | $340,468 | $859,483,155 | $82,251,797 | $941,734,952 |
| 19 | KMG Fiduciary Partners, LLC | $354,872 | $827,562,392 | — | $827,562,392 |
| 20 | Hengehold Capital Management LLC | $347,941 | $767,904,803 | — | $767,904,803 |
| 21 | St. Clair Advisors, LLC | $1,411,665 | $725,595,610 | — | $725,595,610 |
| 22 | Wellspring Financial Advisors, LLC | $1,961,527 | $653,112,864 | $1,269,183,272 | $1,922,296,136 |
| 23 | Dean Investment Associates, LLC | $1,250,251 | $643,879,391 | — | $643,879,391 |
| 24 | LENOX WEALTH MANAGEMENT, INC. | $312,445 | $640,333,665 | $3,302,331 | $643,635,996 |
| 25 | The Joseph Group LLC | $940,788 | $602,104,403 | — | $602,104,403 |
| 26 | Total Wealth Planning, LLC | $382,082 | $587,303,178 | $53,830,132 | $641,133,310 |
| 27 | First Fiduciary Investment Counsel Inc | $1,292,838 | $580,484,406 | — | $580,484,406 |
| 28 | Wealth Dimensions Group, Ltd. | $354,120 | $565,720,995 | $1,578,961 | $567,299,956 |
| 29 | Ellsworth Advisors, LLC | $711,661 | $560,253,239 | $1,958,968 | $562,212,207 |
| 30 | Paragon Advisors, Inc. | $12,340,000 | $534,500,000 | $391,000,000 | $925,500,000 |
| 31 | Opus Capital Group, LLC | $2,421,920 | $503,536,348 | $249,680,826 | $753,217,174 |
| 32 | The Jentner Corporation | $531,608 | $452,398,583 | — | $452,398,583 |
| 33 | Wealthbridge Capital Management, LLC | $314,369 | $450,804,873 | — | $450,804,873 |
| 34 | Wealth Dimensions Family Office, Inc | $5,049,616 | $449,415,796 | — | $449,415,796 |
| 35 | John E. Sestina And Company | $146,282 | $447,768,194 | — | $447,768,194 |
| 36 | Waller Financial Planning Group, Inc. | $281,887 | $443,857,580 | $60,437,513 | $504,295,093 |
| 37 | Ritter Daniher Financial Advisory, LLC | $375,315 | $435,426,785 | $1,815,632 | $437,242,417 |
| 38 | Demming Financial Services Corp. | $150,061 | $432,625,331 | — | $432,625,331 |
| 39 | J.W. Coons Advisors, LLC | $1,325,459 | $399,041,227 | $56,916,732 | $455,957,959 |
| 40 | TSG Advice Partners, LLC | $165,294 | $373,232,902 | — | $373,232,902 |
| 41 | Wealth Planning Corp | $1,044,384 | $368,399,000 | $14,890,000 | $383,289,000 |
| 42 | Thor Investment Management Inc | $278,419 | $359,717,964 | — | $359,717,964 |
| 43 | Ross, Sinclaire & Associates, LLC | $437,577 | $353,561,865 | — | $353,561,865 |
| 44 | True Wealth Design, LLC | $345,854 | $341,703,339 | — | $341,703,339 |
| 45 | LIFEPLAN FINANCIAL GROUP, INC. | $195,652 | $340,613,866 | $27,212,302 | $367,826,168 |
| 46 | Asset Advisory Group Inc | $417,609 | $332,575,930 | $16,127,264 | $348,703,194 |
| 47 | Lesjak Planning, LLC | $830,811 | $301,300,000 | $6,100,000 | $307,400,000 |
| 48 | Winfield Associates Inc | $484,078 | $291,745,111 | $154,208 | $291,899,319 |
| 49 | Harvest Financial Advisors, LLC | $375,818 | $290,934,326 | $31,517,476 | $322,451,802 |
| 50 | Trinity Financial Advisors LLC | $390,407 | $286,168,032 | — | $286,168,032 |
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.
