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

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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 June 5, 2019.