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