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