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
1Purtill Financial Llc$205,429$110,520,868$110,520,868
2Centricity Wealth Management, Llc$193,814$55,090,000$78,254,000$133,344,000
3Meyer Capital Management Llc.$313,983$102,358,608$102,358,608
4Kovalcik & Geraghty Wealth Partners Llp$215,394$115,953,262$2,728,769$118,682,031
5Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
6True Wealth Design, Llc$217,506$127,023,332$127,023,332
7Strategic Planning, Inc.$170,261$138,251,980$138,251,980
8Private Harbour Investment Management & Counsel Llc.$407,823$166,134,190$4,335,619$170,469,809
9Jps Financial, Llc$301,967$167,479,164$7,963,744$175,442,908
10Harvest Financial Advisors, Llc$464,238$173,906,757$158,952,242$332,858,999
11Oxford Financial Partners$390,982$186,498,578$186,498,578
12Trinity Wealth Management Llc$1,792,793$198,000,000$1,000,000$199,000,000
13Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
14Lesjak Planning, Llc$702,247$250,000,000$250,000,000
15Thor Wealth Management Inc$235,100$326,083,836$11,754,157$337,837,993
16Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
17Ritter Daniher Financial Advisory, Llc$361,075$351,499,478$47,487,926$398,987,404
18John E. Sestina And Company$90,941$356,760,949$356,760,949
19Opus Capital Management$2,088,516$405,982,140$224,749,714$630,731,854
20Wealth Dimensions Group, Ltd.$945,145$428,458,334$1,582,586$430,040,920
21Demming Financial Services Corp.$157,908$435,035,361$435,035,361
22Pds Planning Inc$244,429$502,691,327$69,516,023$572,207,350
23Gries Financial Llc$633,638$545,562,355$545,562,355
24Hcm Wealth Advisors$295,180$590,064,770$590,064,770
25Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
26Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
27Wealthquest Corporation$284,884$1,044,388,765$3,985,008$1,048,373,773
28Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888

Showing 1 to 28 of 28 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 Laura Picariello.

*Methodology: InvestmentNews qualified 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.