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 |
|---|---|---|---|---|---|
| 51 | MONETARY SOLUTIONS, LTD. | $914,384 | $128,013,802 | — | $128,013,802 |
| 52 | MICHAEL BRADY & CO., LLC | $276,564 | $160,406,998 | — | $160,406,998 |
| 53 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 54 | MEYER CAPITAL MANAGEMENT LLC. | $1,324,100 | $150,947,437 | — | $150,947,437 |
| 55 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | $215,589 | $140,795,889 | $1,708,449 | $142,504,338 |
| 56 | MADISON WEALTH MANAGEMENT | $553,845 | $1,293,782,083 | — | $1,293,782,083 |
| 57 | LINDAHL & MANSAGER INC | $253,232 | $189,164,586 | — | $189,164,586 |
| 58 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | $225,944 | $175,106,266 | — | $175,106,266 |
| 59 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 60 | LANDING POINT FINANCIAL GROUP, LLC | $177,755 | $187,471,897 | $54,986,469 | $242,458,366 |
| 61 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $353,768 | $217,952,226 | $2,799,310 | $220,751,536 |
| 62 | KMG FIDUCIARY PARTNERS, LLC | $361,767 | $924,313,971 | — | $924,313,971 |
| 63 | KLEINFELDER CAPITAL, INC. | $263,011 | $216,139,200 | $6,367,789 | $222,506,989 |
| 64 | KEYSTONE FINANCIAL PLANNING, INC | $817,649 | $336,871,318 | — | $336,871,318 |
| 65 | JPS FINANCIAL, LLC | $358,237 | $221,380,767 | $15,413,686 | $236,794,453 |
| 66 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 67 | JOHNSON INVESTMENT COUNSEL, INC. | $1,356,249 | $18,527,700,545 | $236,007,331 | $18,763,707,876 |
| 68 | JOHN E. SESTINA AND COMPANY | $246,984 | $550,774,332 | — | $550,774,332 |
| 69 | JENTNER WEALTH MANAGEMENT | $585,841 | $529,600,647 | — | $529,600,647 |
| 70 | J.W. COONS ADVISORS, LLC | $1,531,385 | $464,264,765 | $50,280,607 | $514,545,372 |
| 71 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $2,242,393 | $133,076,660 | $5,951,702 | $139,028,362 |
| 72 | HIXON ZUERCHER CAPITAL MANAGEMENT | $256,826 | $287,434,765 | $12,281,308 | $299,716,073 |
| 73 | HERITAGE WEALTH ADVISORS | $687,173 | $404,057,501 | — | $404,057,501 |
| 74 | HERITAGE FINANCIAL ADVISORS, LLC | $333,783 | — | $157,545,608 | $157,545,608 |
| 75 | HCM WEALTH ADVISORS | $390,299 | $894,566,067 | — | $894,566,067 |
| 76 | HARVEST FINANCIAL ADVISORS, LLC | $407,641 | $380,094,735 | $21,023,901 | $401,118,636 |
| 77 | HAMILTON CAPITAL | $504,093 | $3,396,534,963 | $237,978,930 | $3,634,513,893 |
| 78 | HACKMAN FINANCIAL GROUP | $574,703 | $248,156,420 | $30,000,000 | $278,156,420 |
| 79 | GENERATIONS WEALTH, LLC | $944,005 | $271,873,313 | — | $271,873,313 |
| 80 | FULLEN FINANCIAL GROUP, INC. | $1,124,203 | $236,082,578 | — | $236,082,578 |
| 81 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 82 | FIRST MASON FINANCIAL, LLC | $233,794 | $134,665,528 | — | $134,665,528 |
| 83 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | $1,265,252 | $587,076,897 | — | $587,076,897 |
| 84 | FINANCIAL FREEDOM | $477,961 | — | $347,478,000 | $347,478,000 |
| 85 | FAMILY WEALTH ADVISORY GROUP, LLC | $357,905 | $172,715,069 | $93,208,473 | $265,923,542 |
| 86 | EVERHART ADVISORS | $294,635 | $995,655,133 | $98,913,077 | $1,094,568,210 |
| 87 | EVANS WEALTH MANAGEMENT | $250,000 | $150,000,000 | — | $150,000,000 |
| 88 | ENDEAVOR WEALTH ADVISORS, LLC | $422,136 | $156,658,466 | $2,064,692 | $158,723,158 |
| 89 | ELLSWORTH ADVISORS, LLC | $724,474 | $709,655,393 | $1,778,044 | $711,433,437 |
| 90 | DEMMING FINANCIAL SERVICES CORP. | $231,961 | $525,856,010 | — | $525,856,010 |
| 91 | DEAN INVESTMENTS | $1,423,217 | $744,342,589 | — | $744,342,589 |
| 92 | COORDINATED FINANCIAL PLANNING CORP | $173,732 | $274,039,599 | $14,007,993 | $288,047,592 |
| 93 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 94 | CM WEALTH ADVISORS LLC | $6,402,117 | $3,364,119,175 | $169,849,306 | $3,533,968,481 |
| 95 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $345,629 | $342,172,297 | — | $342,172,297 |
| 96 | CHAPMAN & CHAPMAN ADVISORS LLC | $342,234 | — | $131,760,244 | $131,760,244 |
| 97 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
| 98 | CAPITAL ASSET MANAGEMENT, INC. | $541,320 | $144,542,105 | $2,155,574 | $146,697,679 |
| 99 | BIRCHCREEK WEALTH MANAGEMENT, LLC | $1,210,227 | $189,454,635 | $7,812,324 | $197,266,959 |
| 100 | BEESE FULMER PRIVATE WEALTH MANAGEMENT | $1,241,465 | $1,281,191,456 | — | $1,281,191,456 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
