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
1FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
2WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
3BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
4CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
5SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
6PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
7CM WEALTH ADVISORS LLC$5,875,396$2,628,021,384$309,676,443$2,937,697,827
8SUMMIT FINANCIAL STRATEGIES INC$324,506$1,111,081,232$256,061,575$1,367,142,807
9FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
10OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
11WINDSOR ADVISORY GROUP, LLC$472,786$1,073,999,097$222,380,620$1,296,379,717
12JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
13HERITAGE FINANCIAL ADVISORS, LLC$223,860$130,734,267$130,734,267
14HARVEST FINANCIAL ADVISORS, LLC$431,077$235,124,233$94,218,444$329,342,677
15PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
16BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
17CENTRICITY WEALTH MANAGEMENT, LLC$236,043$65,363,159$63,280,350$128,643,509
18TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
19RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
20CARNEGIE INVESTMENT COUNSEL$1,156,102$2,393,019,121$52,137,315$2,445,156,436
21HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
22J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
23WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
24TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
25FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
26MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
27WHITCOMB & HESS, INC.$93,297$147,038,976$32,930,596$179,969,572
28LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
29BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
30OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
31GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
32PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
33PINNACLE WEALTH PLANNING SERVICES, INC.$593,974$1,343,974,563$18,006,988$1,361,981,551
34TRUEPOINT, INC.$554,085$3,359,257,566$17,892,731$3,377,150,297
35ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
36COORDINATED FINANCIAL PLANNING CORP$656,570$236,230,949$13,265,509$249,496,458
37WEALTH PLANNING CORP$795,266$257,100,000$11,700,000$268,800,000
38JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
39WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
40PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
41JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
42REBEL FINANCIAL, LLC$403,674$132,210,271$4,231,590$136,441,861
43KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
44LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
45HIXON ZUERCHER CAPITAL MANAGEMENT$212,807$172,677,482$2,888,159$175,565,641
46STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
47WEALTHQUEST CORPORATION$252,664$990,712,019$2,511,899$993,223,918
48WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
49ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
50MERIDIAN CAPITAL MANAGEMENT GROUP, INC.$214,598$117,339,432$904,245$118,243,677
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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 Sabrina Straub.

*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.