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
1Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
2Fairway Wealth Management Llc$6,249,427$3,101,913$1,371,772,032$1,374,873,945
3Bahl & Gaynor Inc$5,558,948$11,931,897,822$848,124,311$12,780,022,133
4Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
5Cm Wealth Advisors Llc$5,101,321$2,380,198,057$262,286,206$2,642,484,263
6Bartlett & Co. Wealth Management Llc$3,059,318$5,926,185,183$112,908,026$6,039,093,209
7Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
8Opus Capital Management$2,088,516$405,982,140$224,749,714$630,731,854
9Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
10Trinity Wealth Management Llc$1,792,793$198,000,000$1,000,000$199,000,000
11Wellspring Financial Advisors, Llc$1,784,734$276,705,883$1,158,219,944$1,434,925,827
12Dean Investments$1,531,454$794,824,537$794,824,537
13Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
14International Management Advisors Ltd.$1,409,273$104,286,182$104,286,182
15Alan B. Lancz & Associates, Inc.$1,323,644$152,219,088$152,219,088
16St. Clair Advisors, Llc$1,251,300$554,326,060$554,326,060
17Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
18First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
19J.W. Coons Advisors, Llc$1,132,809$315,507,938$48,123,714$363,631,652
20Fsm Wealth Advisors, Llc$1,051,064$214,417,007$214,417,007
21Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
22Osborn Williams & Donohoe, Llc$993,618$1,335,328,502$4,068,508$1,339,397,010
23Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
24Wealth Dimensions Group, Ltd.$945,145$428,458,334$1,582,586$430,040,920
25Scott Snow (Financial Advisors) Llc$927,827$426,800,556$426,800,556
26Ray|Theil Wealth Management, Llc$863,918$181,422,746$181,422,746
27Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
28Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
29The Joseph Group Capital Management$791,719$417,236,134$417,236,134
30Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
31Torch Wealth Management Llc$713,693$264,268,955$511,324$264,780,279
32Lesjak Planning, Llc$702,247$250,000,000$250,000,000
33Gryphon Financial Partners$663,665$922,306,225$115,002,847$1,037,309,072
34Gries Financial Llc$633,638$545,562,355$545,562,355
35Generations Wealth, Llc$615,711$176,264,145$9,064,861$185,329,006
36Coordinated Financial Planning Corp$569,829$213,465,687$9,337,281$222,802,968
37Keystone Financial Planning, Inc$533,240$209,563,452$209,563,452
38Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
39Objective Capital Management, Llc$521,395$108,600,000$3,500,000$112,100,000
40Paradigm Wealth Management, Llc$519,733$167,525,000$17,500,000$185,025,000
41Windsor Advisory Group, Llc$478,370$1,029,174,680$178,231,121$1,207,405,801
42Harvest Financial Advisors, Llc$464,238$173,906,757$158,952,242$332,858,999
43Jentner Wealth Management$426,830$345,305,151$345,305,151
44Madison Wealth Management$424,362$791,859,966$791,859,966
45Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
46Private Harbour Investment Management & Counsel Llc.$407,823$166,134,190$4,335,619$170,469,809
47Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
48Walden Wealth Partners Llc$400,669$160,154,612$7,325,190$167,479,802
49Oxford Financial Partners$390,982$186,498,578$186,498,578
50Financial Freedom$389,153$252,560,000$252,560,000
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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.