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