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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Whitcomb & Hess, Inc.$83,599$109,358,841$47,890,312$157,249,153
2John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
3Spreng Capital Management, Inc.$109,418$133,489,587$133,489,587
4Artifex Financial Group, LLC$138,788$121,717,155$121,717,155
5Demming Financial Services Corp.$156,701$418,706,131$418,706,131
6Lindahl & Mansager Inc$157,299$115,300,000$115,300,000
7Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
8Lifeplan Financial Group, Inc.$166,204$285,119,559$22,689,489$307,809,048
9Strategic Planning, Inc.$170,261$138,251,980$138,251,980
10Hickory Asset Management, Inc.$186,549$146,455,146$6,141,752$152,596,898
11Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
12Purtill Financial LLC$205,429$110,520,868$110,520,868
13Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
14Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
15Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
16True Wealth Design, LLC$217,506$127,023,332$127,023,332
17Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
18Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
19Heritage Financial Advisors, LLC$224,729$113,263,237$113,263,237
20Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
21Vawter Financial Ltd.$235,294$120,000,000$120,000,000
22PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
23Clear Perspectives Financial Planning, LLC$249,859$173,902,112$173,902,112
24Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
25Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
26Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
27JPS Financial$301,967$167,479,164$7,963,744$175,442,908
28Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
29Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
30Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
31Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
32Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
33Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
34Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
35Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
36Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
37Financial Freedom$389,153$252,560,000$252,560,000
38Oxford Financial Partners$390,982$186,498,578$186,498,578
39Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
40Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
41Private Harbour$407,823$166,134,190$4,335,619$170,469,809
42Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
43Madison Wealth Management$424,362$791,859,966$791,859,966
44Jentner Wealth Management$426,830$345,305,151$345,305,151
45Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
46Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
47Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
48Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
49Keystone Financial Planning Inc$533,240$209,563,452$209,563,452
50Coordinated Financial Planning Corp$569,829$213,465,687$9,337,281$222,802,968
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Showing 1 to 50 of 85 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.

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