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$192,741$153,614,273$153,614,273
3Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
4Bahl & Gaynor Inc$6,659,471$15,554,274,987$854,661,578$16,408,936,565
5Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
6Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
7Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
8Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
9Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
10Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
11Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
12Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
13Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
14CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
15Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
16Dean Investment Associates, LLC$1,250,251$643,879,391$643,879,391
17Demming Financial Services Corp.$150,061$432,625,331$432,625,331
18Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
19FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
20Financial Counseling, Inc.$106,908$100,498,478$530,000$101,028,478
21Financial Freedom, LLC$454,731$322,859,000$322,859,000
22First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
23First Mason Financial, LLC$160,628$107,781,083$107,781,083
24Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
25FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
26Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
27Generations Wealth, LLC$915,150$245,260,329$245,260,329
28Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
29Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
30Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
31Harvest Financial Advisors, LLC$375,818$290,934,326$31,517,476$322,451,802
32Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
33Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
34Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
35International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
36J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
37John E. Sestina And Company$146,282$447,768,194$447,768,194
38Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
39JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
40Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
41KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
42Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
43LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
44Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
45LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
46Lighthouse Wealth Management, Inc.$190,228$138,296,008$138,296,008
47Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
48Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
49Meridian Capital Management Group, Inc.$228,443$131,185,658$397,534$131,583,192
50Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
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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.