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$253,166$2,232,049,915$35,054,263$2,267,104,178
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
7Sage Financial Group Inc.$608,782$1,451,798,288$179,738,510$1,631,536,798
8Radnor Financial Advisors, LLC$634,153$1,423,672,416$0$1,423,672,416
9Guyasuta Investment Advisors, Incorporated$1,229,735$1,274,005,000$0$1,274,005,000
10Efficient Advisors$202,917$1,268,842,230$0$1,268,842,230
11RTD Financial Advisors Inc$2,212,707$1,218,530,563$31,648,914$1,250,179,477
12McQueen Ball & Associates Inc$1,142,427$1,182,411,546$0$1,182,411,546
13Cookson Peirce Wealth Management$1,708,529$1,119,086,517$0$1,119,086,517
14Roffman Miller Associates Inc$1,196,220$1,095,924,700$21,344,409$1,117,269,109
15Parentebeard Wealth Management$1,189,719$987,176,867$16,945,602$1,004,122,469
16RKL Wealth Management LLC$411,171$738,045,262$143,505,374$881,550,636
17Independence Advisors$580,219$854,898,079$3,825,807$858,723,886
18West Capital Management$395,246$782,580,597$2,377,498$784,958,095
19Stillwater Capital Advisors$428,936$625,024,913$119,178,339$744,203,252
20Asset Planning Services Ltd.$397,220$602,850,866$125,254,178$728,105,044
21Rodgers & Associates$277,859$710,697,798$12,847,926$723,545,724
22Hillview Capital Advisors, LLC$1,070,196$669,947,223$2,135,871$672,083,094
23Henry H. Armstrong Associates, Inc.$4,804,956$633,365,259$888,891$634,254,150
24Aufman Associates Inc$4,358,455$572,200,399$33,624,879$605,825,278
25The Marshall Financial Group, Inc$382,669$585,000,000$20,000,000$605,000,000
26Lehman Financial Resources, Inc.$477,986$594,614,247$0$594,614,247
27Dinuzzo Index Advisors, Inc.$261,862$562,477,448$1,605$562,479,053
28Xpyria Investment Advisors, Inc.$785,202$546,171,448$329,051$546,500,499
29River Wealth Advisors LLC$390,838$436,969,143$88,317,748$525,286,891
30GKFO$3,177,730$142,536,373$346,834,064$489,370,437
31Rockwood Wealth Management$270,058$442,350,339$38,622,296$480,972,635
32Roble, Belko and Company, Inc.$911,746$468,637,200$0$468,637,200
33GDM Advisory Group Ltd$513,954$436,861,000$0$436,861,000
34Roof Advisory Group, Inc.$2,048,726$393,482,000$32,653,000$426,135,000
35The Fairman Group$3,732,463$0$414,303,404$414,303,404
36ISI Financial Group Inc$231,664$371,588,910$0$371,588,910
37FMA Advisory Inc$327,538$346,471,622$10,217,569$356,689,191
38Locust Capital Management LLC$215,000$344,000,000$0$344,000,000
39Youngs Advisory Group, Inc.$463,109$342,700,298$0$342,700,298
40Pennsylvania Capital Management Inc.$388,012$236,494,190$89,048,220$325,542,410
41Baldwin Investment Management$2,340,259$307,530,000$17,766,000$325,296,000
42Commonwealth Advisory Group, Ltd.$389,507$0$325,238,078$325,238,078
43Baldrige Asset Management$379,418$267,419,524$41,806,178$309,225,702
44Covington Investment Advisors, Inc.$1,009,155$291,595,289$7,114,466$298,709,755
45Legend Financial Advisors Inc$209,518$273,701,159$11,453,262$285,154,421
46RKM Advisors Inc$1,371,282$270,931,190$1,953,873$272,885,063
47Kades & Cheifetz, LLC$308,401$241,863,000$29,530,000$271,393,000
48Onesource Retirement Advisors, Inc.$222,800$264,463,867$0$264,463,867
49TGS Financial Advisors$241,429$260,501,852$0$260,501,852
50Obrien Greene & Co Inc$946,204$229,191,378$28,176,000$257,367,378
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Showing 1 to 50 of 77 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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 June 5, 2017.