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
1BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
2JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
3TRUEPOINT, INC.$554,085$3,359,257,566$17,892,731$3,377,150,297
4CM WEALTH ADVISORS LLC$5,875,396$2,628,021,384$309,676,443$2,937,697,827
5HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
6BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
7CARNEGIE INVESTMENT COUNSEL$1,156,102$2,393,019,121$52,137,315$2,445,156,436
8WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
9FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
10FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
11CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
12SUMMIT FINANCIAL STRATEGIES INC$324,506$1,111,081,232$256,061,575$1,367,142,807
13PINNACLE WEALTH PLANNING SERVICES, INC.$593,974$1,343,974,563$18,006,988$1,361,981,551
14WINDSOR ADVISORY GROUP, LLC$472,786$1,073,999,097$222,380,620$1,296,379,717
15GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
16BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,082,516$1,012,152,565$1,012,152,565
17WEALTHQUEST CORPORATION$252,664$990,712,019$2,511,899$993,223,918
18PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
19MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
20MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
21DEAN INVESTMENTS$1,506,619$809,054,152$809,054,152
22HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
23PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
24ST. CLAIR ADVISORS, LLC$1,283,433$681,502,999$681,502,999
25OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
26LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
27KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
28FIRST FIDUCIARY INVESTMENT COUNSEL INC$1,285,381$577,135,960$577,135,960
29TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
30THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
31SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
32WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
33WEALTH DIMENSIONS FAMILY OFFICE, INC$5,049,616$449,415,796$449,415,796
34WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
35RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
36DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
37J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
38JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
39JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
40LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
41ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
42THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
43HARVEST FINANCIAL ADVISORS, LLC$431,077$235,124,233$94,218,444$329,342,677
44ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
45STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
46TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
47LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
48WEALTH PLANNING CORP$795,266$257,100,000$11,700,000$268,800,000
49TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
50KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
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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.