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
1Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
2Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
3Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
4Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
5Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
6Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
7Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
8Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
9Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
10Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
11Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
12Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
13Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
14Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
15PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
16KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
17Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
18St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
19Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
20LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
21The Joseph Group LLC$940,788$602,104,403$602,104,403
22Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
23First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
24Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
25Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
26Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
27Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
28The Jentner Corporation$531,608$452,398,583$452,398,583
29Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
30Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
31John E. Sestina And Company$146,282$447,768,194$447,768,194
32Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
33Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
34Demming Financial Services Corp.$150,061$432,625,331$432,625,331
35J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
36TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
37Thor Investment Management Inc$278,419$359,717,964$359,717,964
38Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
39True Wealth Design, LLC$345,854$341,703,339$341,703,339
40Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
41Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
42Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
43Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
44Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
45FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
46Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
47SWS Partners, LLC$531,972$270,241,738$270,241,738
48Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
49Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
50Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
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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.