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
1Financial Freedom$365,688$249,399,000$249,399,000
2Scott Snow (Financial Advisors) Llc$994,363$493,204,040$493,204,040
3Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
4Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
5International Management Advisors Ltd.$1,605,632$112,394,227$112,394,227
6Meyer Capital Management Llc.$375,327$126,485,143$126,485,143
7Adaptive Financial Consulting, Llc$578,227$138,202,121$1,150,502$139,352,623
8Lindahl & Mansager Inc$193,555$139,747,000$139,747,000
9Kovalcik & Geraghty Wealth Partners Llp$267,001$150,320,265$3,739,454$154,059,719
10True Wealth Design, Llc$250,388$160,749,129$160,749,129
11Fullen Financial Group, Inc.$274,332$165,421,934$165,421,934
12Strategic Planning, Inc.$198,805$170,574,900$170,574,900
13Private Harbour Investment Management & Counsel Llc.$428,910$171,019,570$4,833,460$175,853,030
14Jps Financial, Llc$316,235$185,210,264$10,222,861$195,433,125
15Walden Wealth Partners Llc$418,038$188,915,080$7,981,023$196,896,103
16Ruggaard & Associates, Inc.$461,381$195,625,342$195,625,342
17Ray|Theil Wealth Management, Llc$846,890$198,172,156$198,172,156
18Paradigm Wealth Management, Llc$512,963$201,300,000$20,300,000$221,600,000
19Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
20Berno Financial Management Inc$364,364$214,617,358$23,676,385$238,293,743
21Clear Perspectives Financial Planning, Llc$281,237$229,208,263$229,208,263
22Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
23Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
24Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
25Lesjak Planning, Llc$750,000$270,000,000$270,000,000
26Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
27Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
28J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
29Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
30Ritter Daniher Financial Advisory, Llc$399,552$391,102,957$55,995,733$447,098,690
31Jentner Wealth Management$470,354$401,212,374$401,212,374
32Waller Financial Planning Group, Inc.$258,017$404,665,528$43,767,229$448,432,757
33Demming Financial Services Corp.$157,908$435,035,361$435,035,361
34Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
35Total Wealth Planning, Llc$355,956$502,532,536$56,318,460$558,850,996
36The Joseph Group Capital Management$882,019$508,042,933$508,042,933
37Wellspring Financial Advisors, Llc$2,046,787$519,837,993$1,232,211,277$1,752,049,270
38Paragon Advisors, Inc.$12,772,973$577,600,000$367,600,000$945,200,000
39Pds Planning Inc$270,288$606,503,866$75,703,927$682,207,793
40Gries Financial Llc$690,134$623,880,772$623,880,772
41Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
42Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
43St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
44Hcm Wealth Advisors$334,241$707,922,569$707,922,569
45Constellation Wealth Advisors$1,576,995$741,384,323$734,682,711$1,476,067,034
46Madison Wealth Management$461,093$898,208,661$898,208,661
47Wealthquest Corporation$252,664$990,712,019$2,511,899$993,223,918
48Beese Fulmer Private Wealth Management$1,082,516$1,012,152,565$1,012,152,565
49Windsor Advisory Group, Llc$472,786$1,073,999,097$222,380,620$1,296,379,717
50Gryphon Financial Partners$764,230$1,157,656,639$20,785,687$1,178,442,326
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Showing 1 to 50 of 57 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.