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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
2Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
3Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
4Bahl & Gaynor Inc$6,659,471$15,554,274,987$854,661,578$16,408,936,565
5Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
6Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
7Summit Financial Strategies Inc$362,721$1,240,403,696$332,716,399$1,573,120,095
8Financial Freedom, LLC$454,731$322,859,000$322,859,000
9Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
10Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
11Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
12Purtill Financial LLC$275,857$158,065,817$158,065,817
13CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
14Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
15Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
16PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
17Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
18Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
19Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
20Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
21J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
22Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
23Resolute Wealth Advisor, Inc.$261,576$118,077,608$52,993,284$171,070,892
24Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
25Whitcomb & Hess, Inc.$112,999$180,007,612$46,554,820$226,562,432
26Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
27Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
28Harvest Financial Advisors, LLC$375,818$290,934,326$31,517,476$322,451,802
29LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
30Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
31Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
32OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
33Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
34Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
35JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
36Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
37Wealth Planning Corp$1,044,384$368,399,000$14,890,000$383,289,000
38Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
39Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
40Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
41International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
42Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
43Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
44Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
45Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
46Rebel Financial, LLC.$475,375$167,247,187$5,313,779$172,560,966
47Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
48Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
49Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
50LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
Next Page »

Showing 1 to 50 of 102 entries

Page 1 | 2 | 3

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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.