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

Showing 1 to 39 of 39 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.

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