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
51Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
52Financial Freedom, LLC$454,731$322,859,000$322,859,000
53Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
54Rebel Financial, LLC.$475,375$167,247,187$5,313,779$172,560,966
55Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
56Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
57Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
58Siena Capital, LLC$484,618$231,647,275$231,647,275
59Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
60The Jentner Corporation$531,608$452,398,583$452,398,583
61SWS Partners, LLC$531,972$270,241,738$270,241,738
62Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
63Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
64Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
65ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
66Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
67Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
68Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
69Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
70Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
71T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
72Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
73Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
74Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
75Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
76Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
77Generations Wealth, LLC$915,150$245,260,329$245,260,329
78Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
79The Joseph Group LLC$940,788$602,104,403$602,104,403
80Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
81Wealth Planning Corp$1,044,384$368,399,000$14,890,000$383,289,000
82Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
83FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
84Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
85Shaker Investments, L.L.C.$1,233,780$196,158,487$12,564$196,171,051
86Dean Investment Associates, LLC$1,250,251$643,879,391$643,879,391
87Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
88First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
89J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
90St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
91Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
92Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
93Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
94Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
95International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
96Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
97Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
98Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
99Bahl & Gaynor Inc$6,659,471$15,554,274,987$854,661,578$16,408,936,565
100CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.