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
1DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
2JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
3LINDAHL & MANSAGER INC$193,555$139,747,000$139,747,000
4STRATEGIC PLANNING, INC.$198,805$170,574,900$170,574,900
5MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
6TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
7TRUE WEALTH DESIGN, LLC$250,388$160,749,129$160,749,129
8WEALTHQUEST CORPORATION$252,664$990,712,019$2,511,899$993,223,918
9WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
10THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
11KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
12PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
13FULLEN FINANCIAL GROUP, INC.$274,332$165,421,934$165,421,934
14KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
15CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
16LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
17JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
18HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
19TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
20BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
21FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
22MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
23ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
24ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
25STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
26OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
27RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
28TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
29WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
30BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
31PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
32HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
33WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
34MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
35RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
36JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
37OXFORD FINANCIAL PARTNERS$472,059$218,091,293$218,091,293
38WINDSOR ADVISORY GROUP, LLC$472,786$1,073,999,097$222,380,620$1,296,379,717
39PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
40TRUEPOINT, INC.$554,085$3,359,257,566$17,892,731$3,377,150,297
41ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
42PINNACLE WEALTH PLANNING SERVICES, INC.$593,974$1,343,974,563$18,006,988$1,361,981,551
43KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
44LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
45GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
46RAY|THEIL WEALTH MANAGEMENT, LLC$846,890$198,172,156$198,172,156
47THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
48GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
49SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
50WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
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Showing 1 to 50 of 66 entries

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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 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.