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
1Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
2Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
3Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
4Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
5CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
6Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
7Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
8Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
9Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
10Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
11Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
12Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
13Dean Investments$1,531,454$794,824,537$794,824,537
14Madison Wealth Management$424,362$791,859,966$791,859,966
15Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
16Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
17Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
18Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
19Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
20St. Clair Advisors$1,251,300$554,326,060$554,326,060
21Gries Financial$633,638$545,562,355$545,562,355
22Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
23Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
24First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
25Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
26PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
27Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
28Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
29Demming Financial Services Corp.$156,701$418,706,131$418,706,131
30The Joseph Group Capital Management$791,719$417,236,134$417,236,134
31Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
32Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
33Jentner Wealth Management$426,830$345,305,151$345,305,151
34Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
35Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
36John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
37Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
38Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
39J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
40Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
41Lifeplan Financial Group, Inc.$166,204$285,119,559$22,689,489$307,809,048
42Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
43Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
44Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
45Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
46Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
47Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
48Lesjak Planning Corp$702,247$250,000,000$250,000,000
49Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
50Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
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Showing 1 to 50 of 85 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 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.

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