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
1PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
2FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
3BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
4CM WEALTH ADVISORS LLC$5,875,396$2,628,021,384$309,676,443$2,937,697,827
5WEALTH DIMENSIONS FAMILY OFFICE, INC$5,049,616$449,415,796$449,415,796
6OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
7TRINITY WEALTH MANAGEMENT LLC$2,221,053$211,000,000$211,000,000
8FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
9WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
10INTERNATIONAL MANAGEMENT ADVISORS LTD.$1,605,632$112,394,227$112,394,227
11CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
12DEAN INVESTMENTS$1,506,619$809,054,152$809,054,152
13MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
14FIRST FIDUCIARY INVESTMENT COUNSEL INC$1,285,381$577,135,960$577,135,960
15ST. CLAIR ADVISORS, LLC$1,283,433$681,502,999$681,502,999
16J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
17VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
18SHAKER INVESTMENTS$1,184,021$176,419,129$176,419,129
19JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
20CARNEGIE INVESTMENT COUNSEL$1,156,102$2,393,019,121$52,137,315$2,445,156,436
21FSM WEALTH ADVISORS, LLC$1,097,944$245,939,522$245,939,522
22BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,082,516$1,012,152,565$1,012,152,565
23WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
24SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
25GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
26THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
27RAY|THEIL WEALTH MANAGEMENT, LLC$846,890$198,172,156$198,172,156
28WEALTH PLANNING CORP$795,266$257,100,000$11,700,000$268,800,000
29GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
30LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
31T.T.G. FINANCIAL, INC.$707,685$108,983,498$108,983,498
32COORDINATED FINANCIAL PLANNING CORP$656,570$236,230,949$13,265,509$249,496,458
33KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
34PINNACLE WEALTH PLANNING SERVICES, INC.$593,974$1,343,974,563$18,006,988$1,361,981,551
35ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
36TRUEPOINT, INC.$554,085$3,359,257,566$17,892,731$3,377,150,297
37PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
38WINDSOR ADVISORY GROUP, LLC$472,786$1,073,999,097$222,380,620$1,296,379,717
39OXFORD FINANCIAL PARTNERS$472,059$218,091,293$218,091,293
40JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
41RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
42MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
43WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
44HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
45HARVEST FINANCIAL ADVISORS, LLC$431,077$235,124,233$94,218,444$329,342,677
46PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
47BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
48WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
49TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
50REBEL FINANCIAL, LLC$403,674$132,210,271$4,231,590$136,441,861
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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.