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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
52Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
53LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
54Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
55Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
56Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
57Rebel Financial, LLC.$475,375$167,247,187$5,313,779$172,560,966
58Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
59Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
60Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
61Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
62International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
63Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
64Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
65Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
66Wealth Planning Corp$1,044,384$368,399,000$14,890,000$383,289,000
67Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
68JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
69Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
70Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
71OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
72Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
73Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
74LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
75Harvest Financial Advisors, LLC$375,818$290,934,326$31,517,476$322,451,802
76Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
77Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
78Whitcomb & Hess, Inc.$112,999$180,007,612$46,554,820$226,562,432
79Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
80Resolute Wealth Advisor, Inc.$261,576$118,077,608$52,993,284$171,070,892
81Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
82J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
83Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
84Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
85Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
86Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
87PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
88Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
89Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
90CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
91Purtill Financial LLC$275,857$158,065,817$158,065,817
92Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
93Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
94Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
95Financial Freedom, LLC$454,731$322,859,000$322,859,000
96Summit Financial Strategies Inc$362,721$1,240,403,696$332,716,399$1,573,120,095
97Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
98Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
99Bahl & Gaynor Inc$6,659,471$15,554,274,987$854,661,578$16,408,936,565
100Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
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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.