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
1Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
2Demming Financial Services Corp.$150,061$432,625,331$432,625,331
3Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
4Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
5Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
6Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
7First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
8True Wealth Design, LLC$345,854$341,703,339$341,703,339
9KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
10Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
11The Joseph Group LLC$940,788$602,104,403$602,104,403
12Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
13Thor Investment Management Inc$278,419$359,717,964$359,717,964
14The Jentner Corporation$531,608$452,398,583$452,398,583
15Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
16SWS Partners, LLC$531,972$270,241,738$270,241,738
17Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
18Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
19Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
20T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
21Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
22TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
23Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
24FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
25Siena Capital, LLC$484,618$231,647,275$231,647,275
26Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
27Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
28Generations Wealth, LLC$915,150$245,260,329$245,260,329
29Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
30St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
31First Mason Financial, LLC$160,628$107,781,083$107,781,083
32John E. Sestina And Company$146,282$447,768,194$447,768,194
33Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
34Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
35Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
36Strategic Planning, Inc.$247,581$231,487,880$231,487,880
37Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
38ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
39Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
40Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
41Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
42Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
43Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
44Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
45LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
46Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
47Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
48Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
49Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
50Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
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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.