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$4,594,756$13,025,323,000$423,528,000$13,448,851,000
2myCIO Wealth Partners$1,415,372$3,025,985,074$3,977,275,805$7,003,260,879
3Mill Creek Capital Advisors$14,322,138$3,043,931,944$794,401,007$3,838,332,951
4Miller Investment Management, LP$11,712,359$1,604,205,278$1,042,787,878$2,646,993,156
5Wharton Business Group$6,550,412$1,829,273,400$293,060,204$2,122,333,604
6Wescott Financial Advisory Group$4,639,981$1,926,328,968$152,382,698$2,078,711,666
7Fort Pitt Capital Group Inc$411,064$1,844,694,233$56,475,593$1,901,169,826
8HBKS Wealth Advisors$283,612$1,788,673,055$14,816,645$1,803,489,700
9Sage Financial Group Inc.$629,718$1,383,811,472$205,596,309$1,589,407,781
10Radnor Financial Advisors, Inc.$779,554$1,334,595,954$0$1,334,595,954
11McQueen Ball & Associates Inc$1,026,013$1,186,071,109$0$1,186,071,109
12Guyasuta Investment Advisors, Incorporated$1,213,566$1,081,287,249$0$1,081,287,249
13RTD Financial Advisors Inc$2,026,925$902,897,793$55,837,513$958,735,306
14Parentebeard Wealth Management$1,371,447$881,625,276$7,072,283$888,697,559
15Asset Planning Services Ltd.$425,727$0$880,828,175$880,828,175
16Roffman Miller Associates Inc$1,084,949$816,987,680$16,253,070$833,240,750
17Independence Advisors$569,834$724,829,190$0$724,829,190
18Cookson Peirce Wealth Management$774,314$709,271,821$0$709,271,821
19Stillwater Capital Advisors$435,708$543,515,464$133,139,322$676,654,786
20Aufman Associates Inc$4,861,962$637,608,392$33,342,374$670,950,766
21Rodgers & Associates$854,377$585,839,205$17,350,956$603,190,161
22Xpyria Investment Advisors, Inc.$929,905$595,837,427$231,852$596,069,279
23GKFO$3,183,258$191,923,369$311,031,327$502,954,696
24Lehman Financial Resources, Inc.$496,822$467,012,810$0$467,012,810
25Payne Capital Management$160,901$310,025$460,348,211$460,658,236
26Comprehensive Investment Solutions$377,306$357,297,832$86,791,713$444,089,545
27DiNuzzo Index Advisors$639,213$433,378,500$7,593$433,386,093
28Roble, Belko and Company, Inc.$923,601$411,925,858$0$411,925,858
29GDM Advisory Group Ltd$477,907$411,000,000$0$411,000,000
30The Fairman Group$4,042,701$0$392,142,038$392,142,038
31Roof Advisory Group, Inc.$1,921,726$386,267,600$1,921,000$388,188,600
32Baldwin Investment Management$2,323,127$328,697,000$19,772,000$348,469,000
33ISI Financial Group Inc$238,011$304,751,476$21,323,895$326,075,371
34FMA Advisory Inc$301,360$315,890,752$4,153,650$320,044,402
35Youngs Advisory Group, Inc.$453,115$303,937,392$6,446,312$310,383,704
36Rockwood Wealth Management$281,646$290,781,626$16,212,580$306,994,206
37Rootstock Investment Management.$1,763,077$170,823,817$132,425,509$303,249,326
38Herbein Wealth Management$266,683$286,291,092$1,726,913$288,018,005
39Obrien Greene & Co Inc$1,335,211$209,760,000$74,640,000$284,400,000
40Legend Financial Advisors Inc$211,237$280,219,123$3,894,340$284,113,463
41TGS Financial Advisors$265,018$284,099,723$0$284,099,723
42Locust Capital Management$903,226$0$280,000,000$280,000,000
43Commonwealth Advisory Group, Ltd.$409,607$0$276,484,774$276,484,774
44Baldrige Asset Management$392,836$225,090,677$44,394,485$269,485,162
45Covington Investment Advisors, Inc.$986,060$256,287,932$7,976,034$264,263,966
46Kades Financial Inc$1,644,366$210,500,000$23,000,000$233,500,000
47Godshalk Welsh Capital Management, Inc.$747,851$213,137,613$0$213,137,613
48Trebuchet Consulting$623,209$0$200,050,000$200,050,000
49Andesa Financial Management, Inc.$317,111$151,517,793$47,945,027$199,462,820
50MB, Levis & Associates,LLC$401,815$173,933,880$52,074$173,985,954
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Showing 1 to 50 of 64 entries

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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.