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
51Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
52Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
53PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
54Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
55Private Harbour$407,823$166,134,190$4,335,619$170,469,809
56Purtill Financial LLC$205,429$110,520,868$110,520,868
57Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
58Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
59Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
60Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
61Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
62Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
63Spreng Capital Management, Inc.$109,418$133,489,587$133,489,587
64St. Clair Advisors$1,251,300$554,326,060$554,326,060
65Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
66Strategic Planning, Inc.$170,261$138,251,980$138,251,980
67Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
68The Joseph Group Capital Management$791,719$417,236,134$417,236,134
69Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
70Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
71Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
72Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
73Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
74True Wealth Design, LLC$217,506$127,023,332$127,023,332
75Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
76Vawter Financial Ltd.$235,294$120,000,000$120,000,000
77Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
78Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
79Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
80Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
81Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
82Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
83Whitcomb & Hess, Inc.$83,599$109,358,841$47,890,312$157,249,153
84Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
85Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
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Showing 51 to 85 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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