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
1Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
2Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
3Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
4Whitcomb & Hess, Inc.$112,999$180,007,612$46,554,820$226,562,432
5Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
6Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
7Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
8Wealth Planning Corp$1,044,384$368,399,000$14,890,000$383,289,000
9Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
10Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
11Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
12Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
13Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
14Vawter Financial Ltd$261,069$171,000,000$171,000,000
15TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
16Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
17True Wealth Design, LLC$345,854$341,703,339$341,703,339
18Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
19Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
20Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
21Thor Investment Management Inc$278,419$359,717,964$359,717,964
22The Joseph Group LLC$940,788$602,104,403$602,104,403
23The Jentner Corporation$531,608$452,398,583$452,398,583
24T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
25SWS Partners, LLC$531,972$270,241,738$270,241,738
26Summit Financial Strategies Inc$362,721$1,240,403,696$332,716,399$1,573,120,095
27Strategic Planning, Inc.$247,581$231,487,880$231,487,880
28Stan Evans Financial Planning, LLC$217,476$112,000,000$112,000,000
29St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
30Spreng Capital Management, Inc.$139,982$193,174,653$193,174,653
31Siena Capital, LLC$484,618$231,647,275$231,647,275
32Shaker Investments, L.L.C.$1,233,780$196,158,487$12,564$196,171,051
33Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
34Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
35Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
36Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
37Resolute Wealth Advisor, Inc.$261,576$118,077,608$52,993,284$171,070,892
38Rebel Financial, LLC.$475,375$167,247,187$5,313,779$172,560,966
39Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
40Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
41Purtill Financial LLC$275,857$158,065,817$158,065,817
42Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
43Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
44PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
45Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
46Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
47Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
48Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
49OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
50Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
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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.