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
1Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
2Altiora Group$615,711$176,264,145$9,064,861$185,329,006
3Artifex Financial Group, LLC$138,788$121,717,155$121,717,155
4Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
5Bahl & Gaynor Inc$5,212,361$10,744,276,732$780,254,530$11,524,531,262
6Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
7Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
8Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
9Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
10Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
11Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
12Clear Perspectives Financial Planning, LLC$249,859$173,902,112$173,902,112
13CM Wealth Advisors Inc.$5,101,321$2,380,198,057$262,286,206$2,642,484,263
14Coordinated Financial Planning Corp$569,829$213,465,687$9,337,281$222,802,968
15Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
16Dean Investments$1,531,454$794,824,537$794,824,537
17Demming Financial Services Corp.$156,701$418,706,131$418,706,131
18Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
19Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
20Financial Freedom$389,153$252,560,000$252,560,000
21First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
22Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
23Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
24Gries Financial$633,638$545,562,355$545,562,355
25Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
26Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
27Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
28Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
29Heritage Financial Advisors, LLC$224,729$113,263,237$113,263,237
30Hickory Asset Management, Inc.$186,549$146,455,146$6,141,752$152,596,898
31Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
32International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
33J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
34Jentner Wealth Management$426,830$345,305,151$345,305,151
35John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
36Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
37JPS Financial$301,967$167,479,164$7,963,744$175,442,908
38Keystone Financial Planning Inc$533,240$209,563,452$209,563,452
39Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
40Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
41Lesjak Planning Corp$702,247$250,000,000$250,000,000
42Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
43Lifeplan Financial Group, Inc.$166,204$285,119,559$22,689,489$307,809,048
44Lindahl & Mansager Inc$157,299$115,300,000$115,300,000
45Madison Wealth Management$424,362$791,859,966$791,859,966
46Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
47Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
48Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
49Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
50Oxford Financial Partners$390,982$186,498,578$186,498,578
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Showing 1 to 50 of 85 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 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.

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