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
51Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
52Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
53Harvest Financial Advisors, LLC$375,818$290,934,326$31,517,476$322,451,802
54Financial Freedom, LLC$454,731$322,859,000$322,859,000
55True Wealth Design, LLC$345,854$341,703,339$341,703,339
56Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
57Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
58Thor Investment Management Inc$278,419$359,717,964$359,717,964
59LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
60TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
61Wealth Planning Corp$1,044,384$368,399,000$14,890,000$383,289,000
62Demming Financial Services Corp.$150,061$432,625,331$432,625,331
63Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
64John E. Sestina And Company$146,282$447,768,194$447,768,194
65Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
66Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
67The Jentner Corporation$531,608$452,398,583$452,398,583
68J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
69Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
70Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
71Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
72Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
73First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
74The Joseph Group LLC$940,788$602,104,403$602,104,403
75Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
76LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
77Dean Investment Associates, LLC$1,250,251$643,879,391$643,879,391
78St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
79Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
80Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
81KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
82Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
83PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
84Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
85Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
86Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
87Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
88Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
89Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
90Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
91Summit Financial Strategies Inc$362,721$1,240,403,696$332,716,399$1,573,120,095
92FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
93Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
94Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
95Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
96Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
97Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
98Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
99CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
100Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
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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 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.