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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
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
2Bartlett & Co. Wealth Management Llc$3,222,043$6,385,450,149$119,854,486$6,505,304,635
3Truepoint, Inc.$554,085$3,359,257,566$17,892,731$3,377,150,297
4Budros, Ruhlin & Roe, Inc.$423,342$2,663,960,940$68,714,427$2,732,675,367
5Cm Wealth Advisors Llc$5,875,396$2,628,021,384$309,676,443$2,937,697,827
6Carnegie Investment Counsel$1,156,102$2,393,019,121$52,137,315$2,445,156,436
7Foster & Motley Inc$2,200,443$1,495,054,208$40,855,307$1,535,909,515
8Pinnacle Wealth Planning Services, Inc.$593,974$1,343,974,563$18,006,988$1,361,981,551
9Osborn Williams & Donohoe, Llc$1,024,877$1,270,030,626$9,015,783$1,279,046,409
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
17Constellation Wealth Advisors$1,576,995$741,384,323$734,682,711$1,476,067,034
18Hcm Wealth Advisors$334,241$707,922,569$707,922,569
19St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
20Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
21Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
22Gries Financial Llc$690,134$623,880,772$623,880,772
23Pds Planning Inc$270,288$606,503,866$75,703,927$682,207,793
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
29Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
30Demming Financial Services Corp.$157,908$435,035,361$435,035,361
31Waller Financial Planning Group, Inc.$258,017$404,665,528$43,767,229$448,432,757
32Jentner Wealth Management$470,354$401,212,374$401,212,374
33Ritter Daniher Financial Advisory, Llc$399,552$391,102,957$55,995,733$447,098,690
34Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
35J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
36Lifeplan Financial Group, Inc.$195,652$340,613,866$27,212,302$367,826,168
37Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
38Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
39Lesjak Planning, Llc$750,000$270,000,000$270,000,000
40Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
41Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
42Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
43Wealth Planning Corp$795,266$257,100,000$11,700,000$268,800,000
44Fsm Wealth Advisors, Llc$1,097,944$245,939,522$245,939,522
45Coordinated Financial Planning Corp$656,570$236,230,949$13,265,509$249,496,458
46Harvest Financial Advisors, Llc$431,077$235,124,233$94,218,444$329,342,677
47Clear Perspectives Financial Planning, Llc$281,237$229,208,263$229,208,263
48Berno Financial Management Inc$364,364$214,617,358$23,676,385$238,293,743
49Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
50Sws Partners, Llc$355,818$211,000,000$211,000,000
Next Page »

Showing 1 to 50 of 79 entries

Page 1 | 2

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.