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$6,659,471$15,554,274,987$854,661,578$16,408,936,565
2Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
3Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
4CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
5Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
6Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
7Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
8Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
9Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
10Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
11FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
12Summit Financial Strategies Inc$362,721$1,240,403,696$332,716,399$1,573,120,095
13Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
14Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
15Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
16Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
17Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
18Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
19Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
20PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
21Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
22KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
23Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
24Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
25St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
26Dean Investment Associates, LLC$1,250,251$643,879,391$643,879,391
27LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
28Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
29The Joseph Group LLC$940,788$602,104,403$602,104,403
30First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
31Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
32Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
33Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
34Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
35J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
36The Jentner Corporation$531,608$452,398,583$452,398,583
37Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
38Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
39John E. Sestina And Company$146,282$447,768,194$447,768,194
40Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
41Demming Financial Services Corp.$150,061$432,625,331$432,625,331
42Wealth Planning Corp$1,044,384$368,399,000$14,890,000$383,289,000
43TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
44LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
45Thor Investment Management Inc$278,419$359,717,964$359,717,964
46Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
47Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
48True Wealth Design, LLC$345,854$341,703,339$341,703,339
49Financial Freedom, LLC$454,731$322,859,000$322,859,000
50Harvest Financial Advisors, LLC$375,818$290,934,326$31,517,476$322,451,802
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Showing 1 to 50 of 102 entries

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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.