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
1ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
2ARTIFEX FINANCIAL GROUP, LLC$128,709$126,649,768$126,649,768
3ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
4BAHL & GAYNOR INC$6,491,643$14,612,296,849$909,221,344$15,521,518,193
5BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,082,516$1,012,152,565$1,012,152,565
6BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
7BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
8CARNEGIE INVESTMENT COUNSEL$1,156,102$2,393,019,121$52,137,315$2,445,156,436
9CENTRICITY WEALTH MANAGEMENT, LLC$236,043$65,363,159$63,280,350$128,643,509
10CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
11CM WEALTH ADVISORS LLC$5,875,396$2,628,021,384$309,676,443$2,937,697,827
12CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
13COORDINATED FINANCIAL PLANNING CORP$656,570$236,230,949$13,265,509$249,496,458
14DEAN INVESTMENTS$1,506,619$809,054,152$809,054,152
15DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
16FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
17FINANCIAL COUNSELING, INC.$118,163$147,288,839$532,756$147,821,595
18FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
19FIRST FIDUCIARY INVESTMENT COUNSEL INC$1,285,381$577,135,960$577,135,960
20FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
21FSM WEALTH ADVISORS, LLC$1,097,944$245,939,522$245,939,522
22FULLEN FINANCIAL GROUP, INC.$274,332$165,421,934$165,421,934
23GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
24GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
25HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
26HARVEST FINANCIAL ADVISORS, LLC$431,077$235,124,233$94,218,444$329,342,677
27HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
28HERITAGE FINANCIAL ADVISORS, LLC$223,860$130,734,267$130,734,267
29HIXON ZUERCHER CAPITAL MANAGEMENT$212,807$172,677,482$2,888,159$175,565,641
30INTERNATIONAL MANAGEMENT ADVISORS LTD.$1,605,632$112,394,227$112,394,227
31J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
32JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
33JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
34JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
35JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
36KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
37KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
38KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
39LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
40LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
41LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
42LIGHTHOUSE WEALTH MANAGEMENT, INC.$152,698$106,430,832$106,430,832
43LINDAHL & MANSAGER INC$193,555$139,747,000$139,747,000
44MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
45MERIDIAN CAPITAL MANAGEMENT GROUP, INC.$214,598$117,339,432$904,245$118,243,677
46MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
47MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
48MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
49OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
50OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
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Showing 1 to 50 of 90 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 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.