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 | Johnson Investment Counsel, Inc. | $1,283,412 | $15,307,454,415 | $217,979,080 | $15,525,433,495 |
| 2 | Truepoint, Inc. | $547,095 | $3,853,860,921 | $10,819,759 | $3,864,680,680 |
| 3 | Budros, Ruhlin & Roe, Inc. | $421,425 | $2,902,800,274 | $116,712,340 | $3,019,512,614 |
| 4 | Carnegie Capital Asset Management, LLC | $545,913 | $2,933,640,904 | $9,377,555 | $2,943,018,459 |
| 5 | Hamilton Capital, LLC | $430,242 | $2,836,769,363 | $74,247,002 | $2,911,016,365 |
| 6 | Quadrant Capital Group LLC | $1,563,249 | $1,058,138,537 | $947,510,122 | $2,005,648,659 |
| 7 | Wellspring Financial Advisors, LLC | $1,961,527 | $653,112,864 | $1,269,183,272 | $1,922,296,136 |
| 8 | Foster & Motley, Inc. | $2,369,203 | $1,684,660,825 | $42,488,399 | $1,727,149,224 |
| 9 | FAIRWAY WEALTH MANAGEMENT LLC | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 10 | Pinnacle Wealth Planning Services, Inc. | $601,329 | $1,490,239,519 | $13,684,848 | $1,503,924,367 |
| 11 | Windsor Advisory Group, LLC | $475,744 | $1,180,018,035 | $231,515,827 | $1,411,533,862 |
| 12 | Wealthquest Corporation | $324,331 | $1,344,137,180 | $4,105,806 | $1,348,242,986 |
| 13 | Gryphon Financial Partners, LLC | $859,503 | $1,319,153,804 | $21,670,120 | $1,340,823,924 |
| 14 | Beese, Fulmer Investment Management, Inc. | $1,121,334 | $1,082,087,361 | — | $1,082,087,361 |
| 15 | Madison Financial Advisors, Ltd | $483,439 | $1,040,843,381 | — | $1,040,843,381 |
| 16 | Meyers Wealth Management, LLC | $1,759,034 | $935,000,000 | $48,300,000 | $983,300,000 |
| 17 | PDS Planning Inc | $340,468 | $859,483,155 | $82,251,797 | $941,734,952 |
| 18 | Paragon Advisors, Inc. | $12,340,000 | $534,500,000 | $391,000,000 | $925,500,000 |
| 19 | KMG Fiduciary Partners, LLC | $354,872 | $827,562,392 | — | $827,562,392 |
| 20 | Hengehold Capital Management LLC | $347,941 | $767,904,803 | — | $767,904,803 |
| 21 | Opus Capital Group, LLC | $2,421,920 | $503,536,348 | $249,680,826 | $753,217,174 |
| 22 | St. Clair Advisors, LLC | $1,411,665 | $725,595,610 | — | $725,595,610 |
| 23 | LENOX WEALTH MANAGEMENT, INC. | $312,445 | $640,333,665 | $3,302,331 | $643,635,996 |
| 24 | Total Wealth Planning, LLC | $382,082 | $587,303,178 | $53,830,132 | $641,133,310 |
| 25 | The Joseph Group LLC | $940,788 | $602,104,403 | — | $602,104,403 |
| 26 | First Fiduciary Investment Counsel Inc | $1,292,838 | $580,484,406 | — | $580,484,406 |
| 27 | Wealth Dimensions Group, Ltd. | $354,120 | $565,720,995 | $1,578,961 | $567,299,956 |
| 28 | Scott Snow (Financial Advisors) LLC | $1,007,695 | — | $565,316,734 | $565,316,734 |
| 29 | Ellsworth Advisors, LLC | $711,661 | $560,253,239 | $1,958,968 | $562,212,207 |
| 30 | Waller Financial Planning Group, Inc. | $281,887 | $443,857,580 | $60,437,513 | $504,295,093 |
| 31 | J.W. Coons Advisors, LLC | $1,325,459 | $399,041,227 | $56,916,732 | $455,957,959 |
| 32 | The Jentner Corporation | $531,608 | $452,398,583 | — | $452,398,583 |
| 33 | Wealthbridge Capital Management, LLC | $314,369 | $450,804,873 | — | $450,804,873 |
| 34 | Wealth Dimensions Family Office, Inc | $5,049,616 | $449,415,796 | — | $449,415,796 |
| 35 | John E. Sestina And Company | $146,282 | $447,768,194 | — | $447,768,194 |
| 36 | Ritter Daniher Financial Advisory, LLC | $375,315 | $435,426,785 | $1,815,632 | $437,242,417 |
| 37 | Demming Financial Services Corp. | $150,061 | $432,625,331 | — | $432,625,331 |
| 38 | TSG Advice Partners, LLC | $165,294 | $373,232,902 | — | $373,232,902 |
| 39 | Thor Investment Management Inc | $278,419 | $359,717,964 | — | $359,717,964 |
| 40 | Ross, Sinclaire & Associates, LLC | $437,577 | $353,561,865 | — | $353,561,865 |
| 41 | Asset Advisory Group Inc | $417,609 | $332,575,930 | $16,127,264 | $348,703,194 |
| 42 | True Wealth Design, LLC | $345,854 | $341,703,339 | — | $341,703,339 |
| 43 | Financial Freedom, LLC | $454,731 | — | $322,859,000 | $322,859,000 |
| 44 | Yarger Wealth Strategies, LLC | $624,812 | $249,310,947 | $64,969,678 | $314,280,625 |
| 45 | Lesjak Planning, LLC | $830,811 | $301,300,000 | $6,100,000 | $307,400,000 |
| 46 | Winfield Associates Inc | $484,078 | $291,745,111 | $154,208 | $291,899,319 |
| 47 | Trinity Financial Advisors LLC | $390,407 | $286,168,032 | — | $286,168,032 |
| 48 | Clear Perspectives Financial Planning, LLC | $314,063 | $285,169,162 | — | $285,169,162 |
| 49 | FSM Wealth Advisors, LLC | $1,129,382 | $281,216,213 | — | $281,216,213 |
| 50 | Keystone Financial Planning, Inc | $667,612 | $276,391,341 | — | $276,391,341 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
