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
1Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
2Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
3Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
4Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
5Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
6CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
7Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
8Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
9Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
10Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
11Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
12Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
13Dean Investments$1,531,454$794,824,537$794,824,537
14Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
15International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
16St. Clair Advisors$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
20Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
21Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
22Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
23Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
24Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
25Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
26Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
27Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
28Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
29The Joseph Group Capital Management$791,719$417,236,134$417,236,134
30Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
31Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
32Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
33Lesjak Planning Corp$702,247$250,000,000$250,000,000
34Gries Financial$633,638$545,562,355$545,562,355
35Altiora Group$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
39Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
40Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
41Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
42Jentner Wealth Management$426,830$345,305,151$345,305,151
43Madison Wealth Management$424,362$791,859,966$791,859,966
44Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
45Private Harbour$407,823$166,134,190$4,335,619$170,469,809
46Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
47Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
48Oxford Financial Partners$390,982$186,498,578$186,498,578
49Financial Freedom$389,153$252,560,000$252,560,000
50Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
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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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