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
1Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
2Dean Investments$1,531,454$794,824,537$794,824,537
3Madison Wealth Management$424,362$791,859,966$791,859,966
4Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
5Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
6Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
7St. Clair Advisors$1,251,300$554,326,060$554,326,060
8Gries Financial$633,638$545,562,355$545,562,355
9First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
10Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
11Demming Financial Services Corp.$156,701$418,706,131$418,706,131
12The Joseph Group Capital Management$791,719$417,236,134$417,236,134
13Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
14Jentner Wealth Management$426,830$345,305,151$345,305,151
15Lesjak Planning Corp$702,247$250,000,000$250,000,000
16Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
17Keystone Financial Planning Inc$533,240$209,563,452$209,563,452
18Oxford Financial Partners$390,982$186,498,578$186,498,578
19Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
20Clear Perspectives Financial Planning, LLC$249,859$173,902,112$173,902,112
21Strategic Planning, Inc.$170,261$138,251,980$138,251,980
22Spreng Capital Management, Inc.$109,418$133,489,587$133,489,587
23Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
24True Wealth Design, LLC$217,506$127,023,332$127,023,332
25Artifex Financial Group, LLC$138,788$121,717,155$121,717,155
26Vawter Financial Ltd.$235,294$120,000,000$120,000,000
27Lindahl & Mansager Inc$157,299$115,300,000$115,300,000
28International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
29Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
30Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
31Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
32Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
33Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
34Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
35Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
36Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
37Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
38Private Harbour$407,823$166,134,190$4,335,619$170,469,809
39Hickory Asset Management, Inc.$186,549$146,455,146$6,141,752$152,596,898
40Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
41Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
42JPS Financial$301,967$167,479,164$7,963,744$175,442,908
43Altiora Group$615,711$176,264,145$9,064,861$185,329,006
44Coordinated Financial Planning Corp$569,829$213,465,687$9,337,281$222,802,968
45Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
46Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
47Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
48Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
49Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
50Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
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Showing 1 to 50 of 85 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.

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