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
1ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
2Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
3Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
4Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
5Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
6Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
7Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
8Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
9Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
10Carnegie Capital Asset Management, LLC$545,913$2,933,640,904$9,377,555$2,943,018,459
11Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
12Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
13Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
14Demming Financial Services Corp.$150,061$432,625,331$432,625,331
15Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
16FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
17Financial Freedom, LLC$454,731$322,859,000$322,859,000
18First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
19First Mason Financial, LLC$160,628$107,781,083$107,781,083
20Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
21FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
22Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
23Generations Wealth, LLC$915,150$245,260,329$245,260,329
24Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
25Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
26Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
27Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
28Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
29International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
30J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
31John E. Sestina And Company$146,282$447,768,194$447,768,194
32Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
33JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
34Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
35KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
36Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
37LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
38Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
39Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
40Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
41Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
42Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
43Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
44Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
45OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
46Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
47Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
48Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
49Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
50PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
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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.