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
1John E. Sestina And Company$146,282$447,768,194$447,768,194
2Demming Financial Services Corp.$150,061$432,625,331$432,625,331
3First Mason Financial, LLC$160,628$107,781,083$107,781,083
4TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
5Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
6Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
7Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
8Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
9Strategic Planning, Inc.$247,581$231,487,880$231,487,880
10Purtill Financial LLC$275,857$158,065,817$158,065,817
11Thor Investment Management Inc$278,419$359,717,964$359,717,964
12Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
13Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
14Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
15Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
16LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
17Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
18Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
19Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
20PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
21Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
22True Wealth Design, LLC$345,854$341,703,339$341,703,339
23Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
24JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
25Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
26KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
27Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
28Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
29Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
30Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
31OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
32Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
33Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
34Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
35Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
36Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
37Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
38Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
39Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
40Financial Freedom, LLC$454,731$322,859,000$322,859,000
41Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
42Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
43Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
44Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
45Siena Capital, LLC$484,618$231,647,275$231,647,275
46Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
47The Jentner Corporation$531,608$452,398,583$452,398,583
48SWS Partners, LLC$531,972$270,241,738$270,241,738
49Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
50Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
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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.