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 |
|---|---|---|---|---|---|
| 1 | Paragon Advisors, Inc. | $12,340,000 | $534,500,000 | $391,000,000 | $925,500,000 |
| 2 | FAIRWAY WEALTH MANAGEMENT LLC | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 3 | CM Wealth Advisors LLC | $6,748,858 | $2,888,381,432 | $148,604,563 | $3,036,985,995 |
| 4 | Bahl & Gaynor Inc | $6,659,471 | $15,554,274,987 | $854,661,578 | $16,408,936,565 |
| 5 | Wealth Dimensions Family Office, Inc | $5,049,616 | $449,415,796 | — | $449,415,796 |
| 6 | Opus Capital Group, LLC | $2,421,920 | $503,536,348 | $249,680,826 | $753,217,174 |
| 7 | Foster & Motley, Inc. | $2,369,203 | $1,684,660,825 | $42,488,399 | $1,727,149,224 |
| 8 | International Management Advisors Ltd. | $2,165,418 | $139,397,322 | $10,016,495 | $149,413,817 |
| 9 | Trinity Wealth Management LLC | $2,156,481 | $232,900,000 | — | $232,900,000 |
| 10 | Wellspring Financial Advisors, LLC | $1,961,527 | $653,112,864 | $1,269,183,272 | $1,922,296,136 |
| 11 | Meyers Wealth Management, LLC | $1,759,034 | $935,000,000 | $48,300,000 | $983,300,000 |
| 12 | Quadrant Capital Group LLC | $1,563,249 | $1,058,138,537 | $947,510,122 | $2,005,648,659 |
| 13 | St. Clair Advisors, LLC | $1,411,665 | $725,595,610 | — | $725,595,610 |
| 14 | J.W. Coons Advisors, LLC | $1,325,459 | $399,041,227 | $56,916,732 | $455,957,959 |
| 15 | First Fiduciary Investment Counsel Inc | $1,292,838 | $580,484,406 | — | $580,484,406 |
| 16 | Johnson Investment Counsel, Inc. | $1,283,412 | $15,307,454,415 | $217,979,080 | $15,525,433,495 |
| 17 | Dean Investment Associates, LLC | $1,250,251 | $643,879,391 | — | $643,879,391 |
| 18 | Shaker Investments, L.L.C. | $1,233,780 | $196,158,487 | $12,564 | $196,171,051 |
| 19 | Vela Investment Management, LLC | $1,213,353 | $134,682,208 | — | $134,682,208 |
| 20 | FSM Wealth Advisors, LLC | $1,129,382 | $281,216,213 | — | $281,216,213 |
| 21 | Beese, Fulmer Investment Management, Inc. | $1,121,334 | $1,082,087,361 | — | $1,082,087,361 |
| 22 | Wealth Planning Corp | $1,044,384 | $368,399,000 | $14,890,000 | $383,289,000 |
| 23 | Scott Snow (Financial Advisors) LLC | $1,007,695 | — | $565,316,734 | $565,316,734 |
| 24 | The Joseph Group LLC | $940,788 | $602,104,403 | — | $602,104,403 |
| 25 | Pathfinder Wealth Advisors LLC | $930,749 | $97,595,328 | $41,086,311 | $138,681,639 |
| 26 | Generations Wealth, LLC | $915,150 | $245,260,329 | — | $245,260,329 |
| 27 | Gryphon Financial Partners, LLC | $859,503 | $1,319,153,804 | $21,670,120 | $1,340,823,924 |
| 28 | Ray|Theil Wealth Management, LLC | $857,841 | $207,597,491 | — | $207,597,491 |
| 29 | Monetary Solutions, Ltd. | $849,624 | $113,000,000 | — | $113,000,000 |
| 30 | Lesjak Planning, LLC | $830,811 | $301,300,000 | $6,100,000 | $307,400,000 |
| 31 | Coordinated Financial Planning Corp | $733,835 | $248,629,139 | $12,616,022 | $261,245,161 |
| 32 | T.T.G. Financial, Inc. | $713,475 | $120,577,220 | — | $120,577,220 |
| 33 | Ellsworth Advisors, LLC | $711,661 | $560,253,239 | $1,958,968 | $562,212,207 |
| 34 | Keystone Financial Planning, Inc | $667,612 | $276,391,341 | — | $276,391,341 |
| 35 | Carillon Advisors, LLC | $662,124 | $81,422,055 | $21,207,125 | $102,629,180 |
| 36 | Yarger Wealth Strategies, LLC | $624,812 | $249,310,947 | $64,969,678 | $314,280,625 |
| 37 | Pinnacle Wealth Planning Services, Inc. | $601,329 | $1,490,239,519 | $13,684,848 | $1,503,924,367 |
| 38 | ADAPTIVE FINANCIAL CONSULTING, LLC | $578,227 | $138,202,121 | $1,150,502 | $139,352,623 |
| 39 | Paradigm Wealth Management, LLC | $563,159 | $233,890,000 | $24,600,000 | $258,490,000 |
| 40 | Truepoint, Inc. | $547,095 | $3,853,860,921 | $10,819,759 | $3,864,680,680 |
| 41 | Carnegie Capital Asset Management, LLC | $545,913 | $2,933,640,904 | $9,377,555 | $2,943,018,459 |
| 42 | SWS Partners, LLC | $531,972 | $270,241,738 | — | $270,241,738 |
| 43 | The Jentner Corporation | $531,608 | $452,398,583 | — | $452,398,583 |
| 44 | Capital Asset Management, Inc. | $514,655 | $127,975,319 | $1,717,811 | $129,693,130 |
| 45 | Siena Capital, LLC | $484,618 | $231,647,275 | — | $231,647,275 |
| 46 | Winfield Associates Inc | $484,078 | $291,745,111 | $154,208 | $291,899,319 |
| 47 | Madison Financial Advisors, Ltd | $483,439 | $1,040,843,381 | — | $1,040,843,381 |
| 48 | Windsor Advisory Group, LLC | $475,744 | $1,180,018,035 | $231,515,827 | $1,411,533,862 |
| 49 | Rebel Financial, LLC. | $475,375 | $167,247,187 | $5,313,779 | $172,560,966 |
| 50 | Private Harbour Investment Management & Counsel LLC. | $460,459 | $184,255,644 | $2,230,126 | $186,485,770 |
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 Carline Murphy.
*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.
