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
1Veritable LP$4,719,367$13,558,893,000$485,943,000$14,044,836,000
2Mill Creek Capital Advisors$15,615,154$4,409,563,238$571,671,002$4,981,234,240
3Miller Investment Management, LP$13,187,101$1,597,888,623$1,514,267,249$3,112,155,872
4HBKS Wealth Advisors$275,389$2,555,496,816$46,926,039$2,602,422,855
5Wharton Business Group, LLC$7,817,670$1,827,901,448$212,510,356$2,040,411,804
6Wescott Financial Advisory Group$891,955$1,471,427,283$412,381,977$1,883,809,260
7LGL Partners, LLC$37,721,009$906,038,391$829,128,030$1,735,166,421
8Sage Financial Group Inc.$608,782$1,451,798,288$179,738,510$1,631,536,798
9Radnor Financial Advisors, LLC$634,153$1,423,672,416$0$1,423,672,416
10Guyasuta Investment Advisors, Incorporated$1,229,735$1,274,005,000$0$1,274,005,000
11Efficient Advisors$202,917$1,268,842,230$0$1,268,842,230
12RTD Financial Advisors Inc$2,212,707$1,218,530,563$31,648,914$1,250,179,477
13McQueen Ball & Associates Inc$1,142,427$1,182,411,546$0$1,182,411,546
14Cookson Peirce Wealth Management$1,708,529$1,119,086,517$0$1,119,086,517
15Roffman Miller Associates Inc$1,196,220$1,095,924,700$21,344,409$1,117,269,109
16Parentebeard Wealth Management$1,189,719$987,176,867$16,945,602$1,004,122,469
17RKL Wealth Management LLC$411,171$738,045,262$143,505,374$881,550,636
18Independence Advisors$580,219$854,898,079$3,825,807$858,723,886
19West Capital Management$395,246$782,580,597$2,377,498$784,958,095
20Stillwater Capital Advisors$428,936$625,024,913$119,178,339$744,203,252
21Asset Planning Services Ltd.$397,220$602,850,866$125,254,178$728,105,044
22Rodgers & Associates$277,859$710,697,798$12,847,926$723,545,724
23Hillview Capital Advisors, LLC$1,070,196$669,947,223$2,135,871$672,083,094
24The Marshall Financial Group, Inc$408,996$650,345,447$19,180,509$669,525,956
25Henry H. Armstrong Associates, Inc.$4,804,956$633,365,259$888,891$634,254,150
26Aufman Associates Inc$4,358,455$572,200,399$33,624,879$605,825,278
27Lehman Financial Resources, Inc.$477,986$594,614,247$0$594,614,247
28Dinuzzo Index Advisors, Inc.$261,862$562,477,448$1,605$562,479,053
29Xpyria Investment Advisors, Inc.$785,202$546,171,448$329,051$546,500,499
30River Wealth Advisors LLC$390,838$436,969,143$88,317,748$525,286,891
31GKFO$3,177,730$142,536,373$346,834,064$489,370,437
32Rockwood Wealth Management$270,058$442,350,339$38,622,296$480,972,635
33Roble, Belko and Company, Inc.$911,746$468,637,200$0$468,637,200
34GDM Advisory Group Ltd$513,954$436,861,000$0$436,861,000
35Roof Advisory Group, Inc.$2,048,726$393,482,000$32,653,000$426,135,000
36The Fairman Group$3,732,463$0$414,303,404$414,303,404
37ISI Financial Group Inc$231,664$371,588,910$0$371,588,910
38FMA Advisory Inc$327,538$346,471,622$10,217,569$356,689,191
39Locust Capital Management LLC$215,000$344,000,000$0$344,000,000
40Youngs Advisory Group, Inc.$463,109$342,700,298$0$342,700,298
41Pennsylvania Capital Management Inc.$388,012$236,494,190$89,048,220$325,542,410
42Baldwin Investment Management$2,340,259$307,530,000$17,766,000$325,296,000
43Commonwealth Advisory Group, Ltd.$389,507$0$325,238,078$325,238,078
44Baldrige Asset Management$379,418$267,419,524$41,806,178$309,225,702
45Covington Investment Advisors, Inc.$1,009,155$291,595,289$7,114,466$298,709,755
46Legend Financial Advisors Inc$209,518$273,701,159$11,453,262$285,154,421
47RKM Advisors Inc$1,371,282$270,931,190$1,953,873$272,885,063
48Kades & Cheifetz, LLC$308,401$241,863,000$29,530,000$271,393,000
49Onesource Retirement Advisors, Inc.$222,800$264,463,867$0$264,463,867
50TGS Financial Advisors$241,429$260,501,852$0$260,501,852
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Showing 1 to 50 of 78 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.