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
2Bartlett & Co. Wealth Management Llc$3,222,043$6,385,450,149$119,854,486$6,505,304,635
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
5Budros, Ruhlin & Roe, Inc.$423,342$2,663,960,940$68,714,427$2,732,675,367
6Carnegie Investment Counsel$1,156,102$2,393,019,121$52,137,315$2,445,156,436
7Wellspring Financial Advisors, Llc$2,046,787$519,837,993$1,232,211,277$1,752,049,270
8Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
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
15Osborn Williams & Donohoe, Llc$1,024,877$1,270,030,626$9,015,783$1,279,046,409
16Gryphon Financial Partners$764,230$1,157,656,639$20,785,687$1,178,442,326
17Beese Fulmer Private Wealth Management$1,082,516$1,012,152,565$1,012,152,565
18Wealthquest Corporation$252,664$990,712,019$2,511,899$993,223,918
19Paragon Advisors, Inc.$12,772,973$577,600,000$367,600,000$945,200,000
20Madison Wealth Management$461,093$898,208,661$898,208,661
21Dean Investments$1,506,619$809,054,152$809,054,152
22Hcm Wealth Advisors$334,241$707,922,569$707,922,569
23Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
24Pds Planning Inc$270,288$606,503,866$75,703,927$682,207,793
25St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
26Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
27Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
28Gries Financial Llc$690,134$623,880,772$623,880,772
29First Fiduciary Investment Counsel Inc$1,285,381$577,135,960$577,135,960
30Total Wealth Planning, Llc$355,956$502,532,536$56,318,460$558,850,996
31The Joseph Group Capital Management$882,019$508,042,933$508,042,933
32Scott Snow (Financial Advisors) Llc$994,363$493,204,040$493,204,040
33Waller Financial Planning Group, Inc.$258,017$404,665,528$43,767,229$448,432,757
34Ritter Daniher Financial Advisory, Llc$399,552$391,102,957$55,995,733$447,098,690
35Demming Financial Services Corp.$157,908$435,035,361$435,035,361
36J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
37Jentner Wealth Management$470,354$401,212,374$401,212,374
38Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
39Lifeplan Financial Group, Inc.$195,652$340,613,866$27,212,302$367,826,168
40Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
41Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
42Harvest Financial Advisors, Llc$431,077$235,124,233$94,218,444$329,342,677
43Lesjak Planning, Llc$750,000$270,000,000$270,000,000
44Wealth Planning Corp$795,266$257,100,000$11,700,000$268,800,000
45Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
46Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
47Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
48Coordinated Financial Planning Corp$656,570$236,230,949$13,265,509$249,496,458
49Financial Freedom$365,688$249,399,000$249,399,000
50Fsm Wealth Advisors, Llc$1,097,944$245,939,522$245,939,522
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Showing 1 to 50 of 79 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 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.