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
1Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
2Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
3Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
4Wellspring Financial Advisors, LLC$1,961,527$653,112,864$1,269,183,272$1,922,296,136
5Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
6Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
7Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
8Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
9Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
10Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
11Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
12TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
13Truepoint, Inc.$547,095$3,853,860,921$10,819,759$3,864,680,680
14True Wealth Design, LLC$345,854$341,703,339$341,703,339
15Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
16Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
17Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
18Thor Investment Management Inc$278,419$359,717,964$359,717,964
19The Joseph Group LLC$940,788$602,104,403$602,104,403
20The Jentner Corporation$531,608$452,398,583$452,398,583
21T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
22SWS Partners, LLC$531,972$270,241,738$270,241,738
23Strategic Planning, Inc.$247,581$231,487,880$231,487,880
24St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
25Siena Capital, LLC$484,618$231,647,275$231,647,275
26Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
27Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
28Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
29Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
30Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
31Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
32Purtill Financial LLC$275,857$158,065,817$158,065,817
33Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
34Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
35PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
36Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
37Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
38Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
39Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
40OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
41Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
42Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
43Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
44Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
45Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
46Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
47Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
48LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
49Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
50KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
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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.