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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
2Demming Financial Services Corp.$150,061$432,625,331$432,625,331
3Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
4Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
5Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
6Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
7First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
8True Wealth Design, LLC$345,854$341,703,339$341,703,339
9KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
10Dean Investment Associates, LLC$1,250,251$643,879,391$643,879,391
11Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
12The Joseph Group LLC$940,788$602,104,403$602,104,403
13Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
14Thor Investment Management Inc$278,419$359,717,964$359,717,964
15The Jentner Corporation$531,608$452,398,583$452,398,583
16Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
17SWS Partners, LLC$531,972$270,241,738$270,241,738
18Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
19Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
20Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
21T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
22Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
23Lighthouse Wealth Management, Inc.$190,228$138,296,008$138,296,008
24TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
25Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
26FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
27Siena Capital, LLC$484,618$231,647,275$231,647,275
28Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
29Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
30Generations Wealth, LLC$915,150$245,260,329$245,260,329
31Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
32St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
33First Mason Financial, LLC$160,628$107,781,083$107,781,083
34John E. Sestina And Company$146,282$447,768,194$447,768,194
35Vawter Financial Ltd$261,069$171,000,000$171,000,000
36Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
37Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
38Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
39Stan Evans Financial Planning, LLC$217,476$112,000,000$112,000,000
40Strategic Planning, Inc.$247,581$231,487,880$231,487,880
41Spreng Capital Management, Inc.$139,982$193,174,653$193,174,653
42Shaker Investments, L.L.C.$1,233,780$196,158,487$12,564$196,171,051
43Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
44Meridian Capital Management Group, Inc.$228,443$131,185,658$397,534$131,583,192
45Financial Counseling, Inc.$106,908$100,498,478$530,000$101,028,478
46ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
47Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
48Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
49Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
50Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
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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.