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
1Madison Wealth Management$424,362$791,859,966$791,859,966
2Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
3St. Clair Advisors, Llc$1,251,300$554,326,060$554,326,060
4Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
5Kmg Fiduciary Partners, Llc$343,606$366,971,697$366,971,697
6Jentner Wealth Management$426,830$345,305,151$345,305,151
7Trinity Financial Advisors Llc$369,226$214,889,452$214,889,452
8Keystone Financial Planning, Inc$533,240$209,563,452$209,563,452
9Ray|Theil Wealth Management, Llc$863,918$181,422,746$181,422,746
10Clear Perspectives Financial Planning, Llc$249,859$173,902,112$173,902,112
11Alan B. Lancz & Associates, Inc.$1,323,644$152,219,088$152,219,088
12Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
13International Management Advisors Ltd.$1,409,273$104,286,182$104,286,182
14Torch Wealth Management Llc$713,693$264,268,955$511,324$264,780,279
15Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
16Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
17Objective Capital Management, Llc$521,395$108,600,000$3,500,000$112,100,000
18Osborn Williams & Donohoe, Llc$993,618$1,335,328,502$4,068,508$1,339,397,010
19Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
20Walden Wealth Partners Llc$400,669$160,154,612$7,325,190$167,479,802
21Generations Wealth, Llc$615,711$176,264,145$9,064,861$185,329,006
22Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
23Paradigm Wealth Management, Llc$519,733$167,525,000$17,500,000$185,025,000
24Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
25Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
26Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
27J.W. Coons Advisors, Llc$1,132,809$315,507,938$48,123,714$363,631,652
28Hamilton Capital$384,781$2,246,654,084$48,179,982$2,294,834,066
29Total Wealth Planning, Llc$280,549$395,166,298$49,504,201$444,670,499
30Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
31Bartlett & Co. Wealth Management Llc$3,059,318$5,926,185,183$112,908,026$6,039,093,209
32Gryphon Financial Partners$663,665$922,306,225$115,002,847$1,037,309,072
33Windsor Advisory Group, Llc$478,370$1,029,174,680$178,231,121$1,207,405,801
34Financial Freedom$389,153$252,560,000$252,560,000
35Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
36Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
37Scott Snow (Financial Advisors) Llc$927,827$426,800,556$426,800,556
38Wellspring Financial Advisors, Llc$1,784,734$276,705,883$1,158,219,944$1,434,925,827
39Fairway Wealth Management Llc$6,249,427$3,101,913$1,371,772,032$1,374,873,945

Showing 1 to 39 of 39 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.