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
1Alan B. Lancz & Associates, Inc.$1,323,644$152,219,088$152,219,088
2Artifex Financial Group, Llc$138,788$121,717,155$121,717,155
3Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
4Bahl & Gaynor Inc$5,558,948$11,931,897,822$848,124,311$12,780,022,133
5Bartlett & Co. Wealth Management Llc$3,059,318$5,926,185,183$112,908,026$6,039,093,209
6Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
7Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
8Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
9Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
10Centricity Wealth Management, Llc$193,814$55,090,000$78,254,000$133,344,000
11Clear Perspectives Financial Planning, Llc$249,859$173,902,112$173,902,112
12Cm Wealth Advisors Llc$5,101,321$2,380,198,057$262,286,206$2,642,484,263
13Coordinated Financial Planning Corp$569,829$213,465,687$9,337,281$222,802,968
14Dean Investments$1,531,454$794,824,537$794,824,537
15Demming Financial Services Corp.$157,908$435,035,361$435,035,361
16Fairway Wealth Management Llc$6,249,427$3,101,913$1,371,772,032$1,374,873,945
17Financial Counseling, Inc.$92,439$115,804,486$668,985$116,473,471
18Financial Freedom$389,153$252,560,000$252,560,000
19First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
20Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
21Fsm Wealth Advisors, Llc$1,051,064$214,417,007$214,417,007
22Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
23Generations Wealth, Llc$615,711$176,264,145$9,064,861$185,329,006
24Gries Financial Llc$633,638$545,562,355$545,562,355
25Gryphon Financial Partners$663,665$922,306,225$115,002,847$1,037,309,072
26Hamilton Capital$384,781$2,246,654,084$48,179,982$2,294,834,066
27Harvest Financial Advisors, Llc$464,238$173,906,757$158,952,242$332,858,999
28Hcm Wealth Advisors$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$90,941$356,760,949$356,760,949
36Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
37Jps Financial, Llc$301,967$167,479,164$7,963,744$175,442,908
38Keystone Financial Planning, Inc$533,240$209,563,452$209,563,452
39Kmg Fiduciary Partners, Llc$343,606$366,971,697$366,971,697
40Kovalcik & Geraghty Wealth Partners Llp$215,394$115,953,262$2,728,769$118,682,031
41Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
42Lesjak Planning, Llc$702,247$250,000,000$250,000,000
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
48Objective Capital Management, Llc$521,395$108,600,000$3,500,000$112,100,000
49Opus Capital Management$2,088,516$405,982,140$224,749,714$630,731,854
50Osborn Williams & Donohoe, Llc$993,618$1,335,328,502$4,068,508$1,339,397,010
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Showing 1 to 50 of 88 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.