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
1FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
2Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
3Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
4Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
5Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
6Financial Freedom, LLC$454,731$322,859,000$322,859,000
7Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
8Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
9Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
10Purtill Financial LLC$275,857$158,065,817$158,065,817
11Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
12PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
13Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
14Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
15Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
16Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
17J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
18Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
19Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
20Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
21Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
22Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
23Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
24OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
25Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
26Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
27JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
28Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
29Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
30Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
31Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
32International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
33Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
34Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
35Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
36Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
37Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
38Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
39Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
40LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
41Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
42Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
43Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
44Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
45Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
46Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
47ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
48Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
49Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
50Demming Financial Services Corp.$150,061$432,625,331$432,625,331
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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.