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
2ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
3BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,082,516$1,012,152,565$1,012,152,565
4BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
5BUDROS, RUHLIN & ROE, INC.$423,342$2,663,960,940$68,714,427$2,732,675,367
6CARNEGIE INVESTMENT COUNSEL$1,156,102$2,393,019,121$52,137,315$2,445,156,436
7CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
8CONSTELLATION WEALTH ADVISORS$1,576,995$741,384,323$734,682,711$1,476,067,034
9DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
10FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
11FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
12FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
13FULLEN FINANCIAL GROUP, INC.$274,332$165,421,934$165,421,934
14GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
15GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
16HAMILTON CAPITAL$435,827$2,762,717,300$50,978,904$2,813,696,204
17HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
18INTERNATIONAL MANAGEMENT ADVISORS LTD.$1,605,632$112,394,227$112,394,227
19J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
20JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
21JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
22JOHNSON INVESTMENT COUNSEL, INC.$1,158,319$12,930,934,333$187,031,500$13,117,965,833
23JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
24KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
25KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
26KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
27LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
28LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
29LINDAHL & MANSAGER INC$193,555$139,747,000$139,747,000
30MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
31MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
32MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
33MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
34OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
35OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
36OXFORD FINANCIAL PARTNERS$472,059$218,091,293$218,091,293
37PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
38PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
39PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
40PINNACLE WEALTH PLANNING SERVICES, INC.$593,974$1,343,974,563$18,006,988$1,361,981,551
41PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
42RAY|THEIL WEALTH MANAGEMENT, LLC$846,890$198,172,156$198,172,156
43RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
44ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
45RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
46SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
47ST. CLAIR ADVISORS, LLC$1,283,433$681,502,999$681,502,999
48STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
49STRATEGIC PLANNING, INC.$198,805$170,574,900$170,574,900
50THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
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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.