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 | $6,491,643 | $14,612,296,849 | $909,221,344 | $15,521,518,193 |
| 2 | Bartlett & Co. Wealth Management Llc | $3,222,043 | $6,385,450,149 | $119,854,486 | $6,505,304,635 |
| 3 | Truepoint, Inc. | $554,085 | $3,359,257,566 | $17,892,731 | $3,377,150,297 |
| 4 | Budros, Ruhlin & Roe, Inc. | $423,342 | $2,663,960,940 | $68,714,427 | $2,732,675,367 |
| 5 | Cm Wealth Advisors Llc | $5,875,396 | $2,628,021,384 | $309,676,443 | $2,937,697,827 |
| 6 | Carnegie Investment Counsel | $1,156,102 | $2,393,019,121 | $52,137,315 | $2,445,156,436 |
| 7 | Foster & Motley Inc | $2,200,443 | $1,495,054,208 | $40,855,307 | $1,535,909,515 |
| 8 | Pinnacle Wealth Planning Services, Inc. | $593,974 | $1,343,974,563 | $18,006,988 | $1,361,981,551 |
| 9 | Osborn Williams & Donohoe, Llc | $1,024,877 | $1,270,030,626 | $9,015,783 | $1,279,046,409 |
| 10 | Gryphon Financial Partners | $764,230 | $1,157,656,639 | $20,785,687 | $1,178,442,326 |
| 11 | Summit Financial Strategies Inc | $324,506 | $1,111,081,232 | $256,061,575 | $1,367,142,807 |
| 12 | Windsor Advisory Group, Llc | $472,786 | $1,073,999,097 | $222,380,620 | $1,296,379,717 |
| 13 | Beese Fulmer Private Wealth Management | $1,082,516 | $1,012,152,565 | — | $1,012,152,565 |
| 14 | Wealthquest Corporation | $252,664 | $990,712,019 | $2,511,899 | $993,223,918 |
| 15 | Madison Wealth Management | $461,093 | $898,208,661 | — | $898,208,661 |
| 16 | Dean Investments | $1,506,619 | $809,054,152 | — | $809,054,152 |
| 17 | Constellation Wealth Advisors | $1,576,995 | $741,384,323 | $734,682,711 | $1,476,067,034 |
| 18 | Hcm Wealth Advisors | $334,241 | $707,922,569 | — | $707,922,569 |
| 19 | St. Clair Advisors, Llc | $1,283,433 | $681,502,999 | — | $681,502,999 |
| 20 | Meyers Wealth Management, Llc | $1,245,438 | $653,800,000 | $28,700,000 | $682,500,000 |
| 21 | Lenox Wealth Management, Inc. | $312,445 | $640,333,665 | $3,302,331 | $643,635,996 |
| 22 | Gries Financial Llc | $690,134 | $623,880,772 | — | $623,880,772 |
| 23 | Pds Planning Inc | $270,288 | $606,503,866 | $75,703,927 | $682,207,793 |
| 24 | Paragon Advisors, Inc. | $12,772,973 | $577,600,000 | $367,600,000 | $945,200,000 |
| 25 | First Fiduciary Investment Counsel Inc | $1,285,381 | $577,135,960 | — | $577,135,960 |
| 26 | Wellspring Financial Advisors, Llc | $2,046,787 | $519,837,993 | $1,232,211,277 | $1,752,049,270 |
| 27 | The Joseph Group Capital Management | $882,019 | $508,042,933 | — | $508,042,933 |
| 28 | Total Wealth Planning, Llc | $355,956 | $502,532,536 | $56,318,460 | $558,850,996 |
| 29 | Opus Capital Management | $2,254,894 | $435,803,178 | $231,645,480 | $667,448,658 |
| 30 | Demming Financial Services Corp. | $157,908 | $435,035,361 | — | $435,035,361 |
| 31 | Waller Financial Planning Group, Inc. | $258,017 | $404,665,528 | $43,767,229 | $448,432,757 |
| 32 | Jentner Wealth Management | $470,354 | $401,212,374 | — | $401,212,374 |
| 33 | Ritter Daniher Financial Advisory, Llc | $399,552 | $391,102,957 | $55,995,733 | $447,098,690 |
| 34 | Wealth Dimensions Family Office, Inc | $5,167,678 | $382,408,160 | — | $382,408,160 |
| 35 | J.W. Coons Advisors, Llc | $1,234,491 | $376,014,062 | $49,885,317 | $425,899,379 |
| 36 | Lifeplan Financial Group, Inc. | $195,652 | $340,613,866 | $27,212,302 | $367,826,168 |
| 37 | Thor Wealth Management Inc | $257,663 | $336,060,988 | $446,260 | $336,507,248 |
| 38 | Asset Advisory Group Inc | $379,702 | $324,186,507 | $14,127,965 | $338,314,472 |
| 39 | Lesjak Planning, Llc | $750,000 | $270,000,000 | — | $270,000,000 |
| 40 | Trinity Financial Advisors Llc | $407,470 | $263,632,857 | — | $263,632,857 |
| 41 | Keystone Financial Planning, Inc | $645,285 | $261,985,605 | — | $261,985,605 |
| 42 | Winfield Associates Inc | $440,271 | $261,350,901 | $169,923 | $261,520,824 |
| 43 | Wealth Planning Corp | $795,266 | $257,100,000 | $11,700,000 | $268,800,000 |
| 44 | Fsm Wealth Advisors, Llc | $1,097,944 | $245,939,522 | — | $245,939,522 |
| 45 | Coordinated Financial Planning Corp | $656,570 | $236,230,949 | $13,265,509 | $249,496,458 |
| 46 | Harvest Financial Advisors, Llc | $431,077 | $235,124,233 | $94,218,444 | $329,342,677 |
| 47 | Clear Perspectives Financial Planning, Llc | $281,237 | $229,208,263 | — | $229,208,263 |
| 48 | Berno Financial Management Inc | $364,364 | $214,617,358 | $23,676,385 | $238,293,743 |
| 49 | Trinity Wealth Management Llc | $2,221,053 | $211,000,000 | — | $211,000,000 |
| 50 | Sws Partners, Llc | $355,818 | $211,000,000 | — | $211,000,000 |
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.
