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

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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