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
51Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
52Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
53Purtill Financial LLC$275,857$158,065,817$158,065,817
54Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
55Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
56Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
57Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
58Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
59Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
60Siena Capital, LLC$484,618$231,647,275$231,647,275
61St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
62Strategic Planning, Inc.$247,581$231,487,880$231,487,880
63SWS Partners, LLC$531,972$270,241,738$270,241,738
64T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
65The Jentner Corporation$531,608$452,398,583$452,398,583
66The Joseph Group LLC$940,788$602,104,403$602,104,403
67Thor Investment Management Inc$278,419$359,717,964$359,717,964
68Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
69Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
70Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
71True Wealth Design, LLC$345,854$341,703,339$341,703,339
72Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
73TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
74Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
75Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
76Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
77Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
78Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
79Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
80Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
81Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
82Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
83Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
84Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
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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 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.