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