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

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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