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
3Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
4Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
5Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
6Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
7Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
8Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
9FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
10Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
11Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
12Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
13Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
14Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
15Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
16Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
17PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
18Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
19KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
20Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
21Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
22St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
23LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
24Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
25The Joseph Group LLC$940,788$602,104,403$602,104,403
26First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
27Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
28Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
29Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
30Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
31J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
32The Jentner Corporation$531,608$452,398,583$452,398,583
33Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
34Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
35John E. Sestina And Company$146,282$447,768,194$447,768,194
36Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
37Demming Financial Services Corp.$150,061$432,625,331$432,625,331
38TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
39Thor Investment Management Inc$278,419$359,717,964$359,717,964
40Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
41Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
42True Wealth Design, LLC$345,854$341,703,339$341,703,339
43Financial Freedom, LLC$454,731$322,859,000$322,859,000
44Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
45Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
46Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
47Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
48Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
49FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
50Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
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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 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.