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
1Bartlett & Co. Wealth Management Llc$3,299,424$3,840,293,714$102,518,540$3,942,812,254
2Truepoint, Inc.$527,216$2,701,279,121$30,224,427$2,731,503,548
3Budros, Ruhlin & Roe, Inc.$383,956$2,238,395,146$58,047,120$2,296,442,266
4Hamilton Capital Management Inc$384,781$2,246,654,084$48,179,982$2,294,834,066
5Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
6Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
7Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
8Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
9Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
10Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
11Madison Wealth Management$424,362$791,859,966$791,859,966
12Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
13John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
14Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
15Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
16St. Clair Advisors$1,251,300$554,326,060$554,326,060
17Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
18Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
19Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
20Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
21J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
22Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
23Jentner Wealth Management$426,830$345,305,151$345,305,151
24Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
25Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
26Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
27Financial Freedom$389,153$252,560,000$252,560,000
28Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
29Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
30Keystone Financial Planning Inc$533,240$209,563,452$209,563,452
31Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
32Altiora Group$615,711$176,264,145$9,064,861$185,329,006
33Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
34Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
35Clear Perspectives Financial Planning, LLC$249,859$173,902,112$173,902,112
36Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
37Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
38Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
39International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182

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 2,206 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.

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