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. | $12,772,973 | $577,600,000 | $367,600,000 | $945,200,000 |
| 2 | FAIRWAY WEALTH MANAGEMENT LLC | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 3 | BAHL & GAYNOR INC | $6,491,643 | $14,612,296,849 | $909,221,344 | $15,521,518,193 |
| 4 | CM WEALTH ADVISORS LLC | $5,875,396 | $2,628,021,384 | $309,676,443 | $2,937,697,827 |
| 5 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,049,616 | $449,415,796 | — | $449,415,796 |
| 6 | OPUS CAPITAL MANAGEMENT | $2,254,894 | $435,803,178 | $231,645,480 | $667,448,658 |
| 7 | TRINITY WEALTH MANAGEMENT LLC | $2,221,053 | $211,000,000 | — | $211,000,000 |
| 8 | FOSTER & MOTLEY INC | $2,200,443 | $1,495,054,208 | $40,855,307 | $1,535,909,515 |
| 9 | WELLSPRING FINANCIAL ADVISORS, LLC | $2,046,787 | $519,837,993 | $1,232,211,277 | $1,752,049,270 |
| 10 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $1,605,632 | $112,394,227 | — | $112,394,227 |
| 11 | CONSTELLATION WEALTH ADVISORS | $1,576,995 | $741,384,323 | $734,682,711 | $1,476,067,034 |
| 12 | DEAN INVESTMENTS | $1,506,619 | $809,054,152 | — | $809,054,152 |
| 13 | MEYERS WEALTH MANAGEMENT, LLC | $1,492,505 | $778,400,000 | $38,000,000 | $816,400,000 |
| 14 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | $1,285,381 | $577,135,960 | — | $577,135,960 |
| 15 | ST. CLAIR ADVISORS, LLC | $1,283,433 | $681,502,999 | — | $681,502,999 |
| 16 | J.W. COONS ADVISORS, LLC | $1,234,491 | $376,014,062 | $49,885,317 | $425,899,379 |
| 17 | VELA INVESTMENT MANAGEMENT, LLC | $1,215,743 | $103,338,151 | — | $103,338,151 |
| 18 | SHAKER INVESTMENTS | $1,184,021 | $176,419,129 | — | $176,419,129 |
| 19 | JOHNSON INVESTMENT COUNSEL, INC. | $1,158,319 | $12,930,934,333 | $187,031,500 | $13,117,965,833 |
| 20 | CARNEGIE INVESTMENT COUNSEL | $1,156,102 | $2,393,019,121 | $52,137,315 | $2,445,156,436 |
| 21 | FSM WEALTH ADVISORS, LLC | $1,097,944 | $245,939,522 | — | $245,939,522 |
| 22 | BEESE FULMER PRIVATE WEALTH MANAGEMENT | $1,082,516 | $1,012,152,565 | — | $1,012,152,565 |
| 23 | WEALTH DIMENSIONS GROUP, LTD. | $1,002,354 | $489,547,658 | $1,605,808 | $491,153,466 |
| 24 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $994,363 | — | $493,204,040 | $493,204,040 |
| 25 | GENERATIONS WEALTH, LLC | $895,635 | $224,804,385 | — | $224,804,385 |
| 26 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $882,019 | $508,042,933 | — | $508,042,933 |
| 27 | RAY|THEIL WEALTH MANAGEMENT, LLC | $846,890 | $198,172,156 | — | $198,172,156 |
| 28 | WEALTH PLANNING CORP | $795,266 | $257,100,000 | $11,700,000 | $268,800,000 |
| 29 | GRYPHON FINANCIAL PARTNERS | $764,230 | $1,157,656,639 | $20,785,687 | $1,178,442,326 |
| 30 | LESJAK PLANNING, LLC | $750,000 | $270,000,000 | — | $270,000,000 |
| 31 | T.T.G. FINANCIAL, INC. | $707,685 | $108,983,498 | — | $108,983,498 |
| 32 | COORDINATED FINANCIAL PLANNING CORP | $656,570 | $236,230,949 | $13,265,509 | $249,496,458 |
| 33 | KEYSTONE FINANCIAL PLANNING, INC | $645,285 | $261,985,605 | — | $261,985,605 |
| 34 | PINNACLE WEALTH PLANNING SERVICES, INC. | $593,974 | $1,343,974,563 | $18,006,988 | $1,361,981,551 |
| 35 | ADAPTIVE FINANCIAL CONSULTING, LLC | $578,227 | $138,202,121 | $1,150,502 | $139,352,623 |
| 36 | TRUEPOINT, INC. | $554,085 | $3,359,257,566 | $17,892,731 | $3,377,150,297 |
| 37 | PARADIGM WEALTH MANAGEMENT, LLC | $512,963 | $201,300,000 | $20,300,000 | $221,600,000 |
| 38 | WINDSOR ADVISORY GROUP, LLC | $472,786 | $1,073,999,097 | $222,380,620 | $1,296,379,717 |
| 39 | OXFORD FINANCIAL PARTNERS | $472,059 | $218,091,293 | — | $218,091,293 |
| 40 | JENTNER WEALTH MANAGEMENT | $470,354 | $401,212,374 | — | $401,212,374 |
| 41 | RUGGAARD & ASSOCIATES, INC. | $461,381 | $195,625,342 | — | $195,625,342 |
| 42 | MADISON WEALTH MANAGEMENT | $461,093 | $898,208,661 | — | $898,208,661 |
| 43 | WINFIELD ASSOCIATES INC | $440,271 | $261,350,901 | $169,923 | $261,520,824 |
| 44 | HAMILTON CAPITAL | $435,827 | $2,762,717,300 | $50,978,904 | $2,813,696,204 |
| 45 | HARVEST FINANCIAL ADVISORS, LLC | $431,077 | $235,124,233 | $94,218,444 | $329,342,677 |
| 46 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $428,910 | $171,019,570 | $4,833,460 | $175,853,030 |
| 47 | BUDROS, RUHLIN & ROE, INC. | $423,342 | $2,663,960,940 | $68,714,427 | $2,732,675,367 |
| 48 | WALDEN WEALTH PARTNERS LLC | $418,038 | $188,915,080 | $7,981,023 | $196,896,103 |
| 49 | TRINITY FINANCIAL ADVISORS LLC | $407,470 | $263,632,857 | — | $263,632,857 |
| 50 | REBEL FINANCIAL, LLC | $403,674 | $132,210,271 | $4,231,590 | $136,441,861 |
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 Sabrina Straub.
*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.
