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

Showing 1 to 28 of 28 entries

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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.