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
1Beese Fulmer Private Wealth Management$1,082,516$1,012,152,565$1,012,152,565
2Madison Wealth Management$461,093$898,208,661$898,208,661
3Dean Investments$1,506,619$809,054,152$809,054,152
4Hcm Wealth Advisors$334,241$707,922,569$707,922,569
5St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
6Gries Financial Llc$690,134$623,880,772$623,880,772
7First Fiduciary Investment Counsel Inc$1,285,381$577,135,960$577,135,960
8The Joseph Group Capital Management$882,019$508,042,933$508,042,933
9Demming Financial Services Corp.$157,908$435,035,361$435,035,361
10Jentner Wealth Management$470,354$401,212,374$401,212,374
11Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
12Lesjak Planning, Llc$750,000$270,000,000$270,000,000
13Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
14Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
15Fsm Wealth Advisors, Llc$1,097,944$245,939,522$245,939,522
16Clear Perspectives Financial Planning, Llc$281,237$229,208,263$229,208,263
17Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
18Sws Partners, Llc$355,818$211,000,000$211,000,000
19Ray|Theil Wealth Management, Llc$846,890$198,172,156$198,172,156
20Ruggaard & Associates, Inc.$461,381$195,625,342$195,625,342
21Shaker Investments$1,184,021$176,419,129$176,419,129
22Spreng Capital Management, Inc.$135,018$175,387,805$175,387,805
23Strategic Planning, Inc.$198,805$170,574,900$170,574,900
24Fullen Financial Group, Inc.$274,332$165,421,934$165,421,934
25True Wealth Design, Llc$250,388$160,749,129$160,749,129
26Lindahl & Mansager Inc$193,555$139,747,000$139,747,000
27Vawter Financial Ltd$232,598$137,000,000$137,000,000
28Artifex Financial Group, Llc$128,709$126,649,768$126,649,768
29Meyer Capital Management Llc.$375,327$126,485,143$126,485,143
30International Management Advisors Ltd.$1,605,632$112,394,227$112,394,227
31Lighthouse Wealth Management, Inc.$160,993$110,280,259$110,280,259
32T.T.G. Financial, Inc.$707,685$108,983,498$108,983,498
33Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
34Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
35Financial Counseling, Inc.$118,163$147,288,839$532,756$147,821,595
36Adaptive Financial Consulting, Llc$578,227$138,202,121$1,150,502$139,352,623
37Wealthquest Corporation$252,664$990,712,019$2,511,899$993,223,918
38Hixon Zuercher Capital Management$212,807$172,677,482$2,888,159$175,565,641
39Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
40Kovalcik & Geraghty Wealth Partners Llp$267,001$150,320,265$3,739,454$154,059,719
41Rebel Financial, Llc$403,674$132,210,271$4,231,590$136,441,861
42Private Harbour Investment Management & Counsel Llc.$428,910$171,019,570$4,833,460$175,853,030
43Walden Wealth Partners Llc$418,038$188,915,080$7,981,023$196,896,103
44Osborn Williams & Donohoe, Llc$1,024,877$1,270,030,626$9,015,783$1,279,046,409
45Jps Financial, Llc$316,235$185,210,264$10,222,861$195,433,125
46Wealth Planning Corp$795,266$257,100,000$11,700,000$268,800,000
47Coordinated Financial Planning Corp$656,570$236,230,949$13,265,509$249,496,458
48Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
49Truepoint, Inc.$554,085$3,359,257,566$17,892,731$3,377,150,297
50Pinnacle Wealth Planning Services, Inc.$593,974$1,343,974,563$18,006,988$1,361,981,551
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Showing 1 to 50 of 79 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.