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 | DEMMING FINANCIAL SERVICES CORP. | $150,061 | $432,625,331 | — | $432,625,331 |
| 2 | JOHN E. SESTINA AND COMPANY | $168,936 | $401,045,889 | $4,570,000 | $405,615,889 |
| 3 | LINDAHL & MANSAGER INC | $193,555 | $139,747,000 | — | $139,747,000 |
| 4 | STRATEGIC PLANNING, INC. | $198,805 | $170,574,900 | — | $170,574,900 |
| 5 | MICHAEL BRADY & CO., LLC | $200,159 | $120,095,655 | — | $120,095,655 |
| 6 | TSG ADVICE PARTNERS, LLC | $209,581 | $244,829,508 | $42,086,217 | $286,915,725 |
| 7 | TRUE WEALTH DESIGN, LLC | $250,388 | $160,749,129 | — | $160,749,129 |
| 8 | WEALTHQUEST CORPORATION | $252,664 | $990,712,019 | $2,511,899 | $993,223,918 |
| 9 | WALLER FINANCIAL PLANNING GROUP, INC. | $258,017 | $404,665,528 | $43,767,229 | $448,432,757 |
| 10 | THOR WEALTH MANAGEMENT INC | $258,111 | $336,060,988 | — | $336,060,988 |
| 11 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $267,001 | $150,320,265 | $3,739,454 | $154,059,719 |
| 12 | PDS PLANNING INC | $270,288 | $606,503,866 | $75,703,927 | $682,207,793 |
| 13 | FULLEN FINANCIAL GROUP, INC. | $274,332 | $165,421,934 | — | $165,421,934 |
| 14 | KMG FIDUCIARY PARTNERS, LLC | $279,868 | $600,036,640 | — | $600,036,640 |
| 15 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $281,237 | $229,208,263 | — | $229,208,263 |
| 16 | LENOX WEALTH MANAGEMENT, INC. | $312,445 | $640,333,665 | $3,302,331 | $643,635,996 |
| 17 | JPS FINANCIAL, LLC | $316,235 | $185,210,264 | $10,222,861 | $195,433,125 |
| 18 | HCM WEALTH ADVISORS | $334,241 | $707,922,569 | — | $707,922,569 |
| 19 | TOTAL WEALTH PLANNING, LLC | $355,956 | $502,532,536 | $56,318,460 | $558,850,996 |
| 20 | BERNO FINANCIAL MANAGEMENT INC | $364,364 | $214,617,358 | $23,676,385 | $238,293,743 |
| 21 | FINANCIAL FREEDOM | $365,688 | — | $249,399,000 | $249,399,000 |
| 22 | MEYER CAPITAL MANAGEMENT LLC. | $375,327 | $126,485,143 | — | $126,485,143 |
| 23 | ASSET ADVISORY GROUP INC | $379,702 | $324,186,507 | $14,127,965 | $338,314,472 |
| 24 | ROSS, SINCLAIRE & ASSOCIATES, LLC | $390,884 | $318,961,211 | — | $318,961,211 |
| 25 | STOREY & ASSOCIATES | $394,682 | $292,225,071 | $2,602,265 | $294,827,336 |
| 26 | OBJECTIVE CAPITAL MANAGEMENT, LLC | $396,949 | $136,314,277 | $22,862,362 | $159,176,639 |
| 27 | RITTER DANIHER FINANCIAL ADVISORY, LLC | $399,552 | $391,102,957 | $55,995,733 | $447,098,690 |
| 28 | TRINITY FINANCIAL ADVISORS LLC | $407,470 | $263,632,857 | — | $263,632,857 |
| 29 | WALDEN WEALTH PARTNERS LLC | $418,038 | $188,915,080 | $7,981,023 | $196,896,103 |
| 30 | BUDROS, RUHLIN & ROE, INC. | $423,342 | $2,663,960,940 | $68,714,427 | $2,732,675,367 |
| 31 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $428,910 | $171,019,570 | $4,833,460 | $175,853,030 |
| 32 | HAMILTON CAPITAL | $435,827 | $2,762,717,300 | $50,978,904 | $2,813,696,204 |
| 33 | WINFIELD ASSOCIATES INC | $440,271 | $261,350,901 | $169,923 | $261,520,824 |
| 34 | MADISON WEALTH MANAGEMENT | $461,093 | $898,208,661 | — | $898,208,661 |
| 35 | RUGGAARD & ASSOCIATES, INC. | $461,381 | $195,625,342 | — | $195,625,342 |
| 36 | JENTNER WEALTH MANAGEMENT | $470,354 | $401,212,374 | — | $401,212,374 |
| 37 | OXFORD FINANCIAL PARTNERS | $472,059 | $218,091,293 | — | $218,091,293 |
| 38 | WINDSOR ADVISORY GROUP, LLC | $472,786 | $1,073,999,097 | $222,380,620 | $1,296,379,717 |
| 39 | PARADIGM WEALTH MANAGEMENT, LLC | $512,963 | $201,300,000 | $20,300,000 | $221,600,000 |
| 40 | TRUEPOINT, INC. | $554,085 | $3,359,257,566 | $17,892,731 | $3,377,150,297 |
| 41 | ADAPTIVE FINANCIAL CONSULTING, LLC | $578,227 | $138,202,121 | $1,150,502 | $139,352,623 |
| 42 | PINNACLE WEALTH PLANNING SERVICES, INC. | $593,974 | $1,343,974,563 | $18,006,988 | $1,361,981,551 |
| 43 | KEYSTONE FINANCIAL PLANNING, INC | $645,285 | $261,985,605 | — | $261,985,605 |
| 44 | LESJAK PLANNING, LLC | $750,000 | $270,000,000 | — | $270,000,000 |
| 45 | GRYPHON FINANCIAL PARTNERS | $764,230 | $1,157,656,639 | $20,785,687 | $1,178,442,326 |
| 46 | RAY|THEIL WEALTH MANAGEMENT, LLC | $846,890 | $198,172,156 | — | $198,172,156 |
| 47 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $882,019 | $508,042,933 | — | $508,042,933 |
| 48 | GENERATIONS WEALTH, LLC | $895,635 | $224,804,385 | — | $224,804,385 |
| 49 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $994,363 | — | $493,204,040 | $493,204,040 |
| 50 | WEALTH DIMENSIONS GROUP, LTD. | $1,002,354 | $489,547,658 | $1,605,808 | $491,153,466 |
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 Sabrina Straub.
*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.
