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
51Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
52Lifeplan Financial Group, Inc.$166,204$285,119,559$22,689,489$307,809,048
53Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
54Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
55Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
56Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
57Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
58Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
59Whitcomb & Hess, Inc.$83,599$109,358,841$47,890,312$157,249,153
60J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
61Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
62Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
63Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
64Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
65Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
66PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
67Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
68Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
69Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
70Purtill Financial LLC$205,429$110,520,868$110,520,868
71Heritage Financial Advisors, LLC$224,729$113,263,237$113,263,237
72Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
73Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
74Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
75Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
76Financial Freedom$389,153$252,560,000$252,560,000
77CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
78Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
79John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
80Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
81Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
82Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
83Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
84Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
85Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
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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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