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$6,659,471$15,554,274,987$854,661,578$16,408,936,565
2Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
3Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
4Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
5Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
6CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
7Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
8Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
9Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
10Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
11Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
12Summit Financial Strategies Inc$362,721$1,240,403,696$332,716,399$1,573,120,095
13Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
14Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
15Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
16Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
17Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
18PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
19KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
20Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
21St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
22Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
23Dean Investment Associates, LLC$1,250,251$643,879,391$643,879,391
24LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
25The Joseph Group LLC$940,788$602,104,403$602,104,403
26Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
27First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
28Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
29Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
30Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
31Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
32The Jentner Corporation$531,608$452,398,583$452,398,583
33Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
34Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
35John E. Sestina And Company$146,282$447,768,194$447,768,194
36Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
37Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
38Demming Financial Services Corp.$150,061$432,625,331$432,625,331
39J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
40TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
41Wealth Planning Corp$1,044,384$368,399,000$14,890,000$383,289,000
42Thor Investment Management Inc$278,419$359,717,964$359,717,964
43Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
44True Wealth Design, LLC$345,854$341,703,339$341,703,339
45LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
46Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
47Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
48Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
49Harvest Financial Advisors, LLC$375,818$290,934,326$31,517,476$322,451,802
50Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
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Showing 1 to 50 of 102 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 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.