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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Counseling, Inc.$106,908$100,498,478$530,000$101,028,478
2Whitcomb & Hess, Inc.$112,999$180,007,612$46,554,820$226,562,432
3Spreng Capital Management, Inc.$139,982$193,174,653$193,174,653
4John E. Sestina And Company$146,282$447,768,194$447,768,194
5Demming Financial Services Corp.$150,061$432,625,331$432,625,331
6First Mason Financial, LLC$160,628$107,781,083$107,781,083
7TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
8Lighthouse Wealth Management, Inc.$190,228$138,296,008$138,296,008
9Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
10LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
11Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
12Stan Evans Financial Planning, LLC$217,476$112,000,000$112,000,000
13Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
14Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
15Meridian Capital Management Group, Inc.$228,443$131,185,658$397,534$131,583,192
16Strategic Planning, Inc.$247,581$231,487,880$231,487,880
17Vawter Financial Ltd$261,069$171,000,000$171,000,000
18Resolute Wealth Advisor, Inc.$261,576$118,077,608$52,993,284$171,070,892
19Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
20Purtill Financial LLC$275,857$158,065,817$158,065,817
21Thor Investment Management Inc$278,419$359,717,964$359,717,964
22Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
23Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
24Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
25Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
26LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
27Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
28Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
29Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
30PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
31Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
32True Wealth Design, LLC$345,854$341,703,339$341,703,339
33Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
34JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
35Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
36KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
37Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
38Summit Financial Strategies Inc$362,721$1,240,403,696$332,716,399$1,573,120,095
39Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
40Harvest Financial Advisors, LLC$375,818$290,934,326$31,517,476$322,451,802
41Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
42Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
43OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
44Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
45Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
46Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
47Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
48Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
49Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
50Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
Next Page »

Showing 1 to 50 of 102 entries

Page 1 | 2 | 3

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.