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
1WHITCOMB & HESS, INC.$93,297$147,038,976$32,930,596$179,969,572
2FINANCIAL COUNSELING, INC.$118,163$147,288,839$532,756$147,821,595
3ARTIFEX FINANCIAL GROUP, LLC$128,709$126,649,768$126,649,768
4SPRENG CAPITAL MANAGEMENT, INC.$135,018$175,387,805$175,387,805
5DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
6LIGHTHOUSE WEALTH MANAGEMENT, INC.$152,698$106,430,832$106,430,832
7JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
8LINDAHL & MANSAGER INC$193,555$139,747,000$139,747,000
9LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
10STRATEGIC PLANNING, INC.$198,805$170,574,900$170,574,900
11MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
12TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
13HIXON ZUERCHER CAPITAL MANAGEMENT$212,807$172,677,482$2,888,159$175,565,641
14MERIDIAN CAPITAL MANAGEMENT GROUP, INC.$214,598$117,339,432$904,245$118,243,677
15HERITAGE FINANCIAL ADVISORS, LLC$223,860$130,734,267$130,734,267
16VAWTER FINANCIAL LTD$232,598$137,000,000$137,000,000
17CENTRICITY WEALTH MANAGEMENT, LLC$236,043$65,363,159$63,280,350$128,643,509
18TRUE WEALTH DESIGN, LLC$250,388$160,749,129$160,749,129
19WEALTHQUEST CORPORATION$252,664$990,712,019$2,511,899$993,223,918
20WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
21THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
22KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
23PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
24FULLEN FINANCIAL GROUP, INC.$274,332$165,421,934$165,421,934
25KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
26CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
27LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
28JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
29SUMMIT FINANCIAL STRATEGIES INC$324,506$1,111,081,232$256,061,575$1,367,142,807
30HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
31SWS PARTNERS, LLC$355,818$211,000,000$211,000,000
32TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
33BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
34FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
35MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
36ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
37ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
38STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
39OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
40RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
41REBEL FINANCIAL, LLC$403,674$132,210,271$4,231,590$136,441,861
42TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
43WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
44BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
45PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
46HARVEST FINANCIAL ADVISORS, LLC$431,077$235,124,233$94,218,444$329,342,677
47HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
48WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
49MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
50RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
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Showing 1 to 50 of 90 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 Sabrina Straub.

*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.