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
1MyCIO Wealth Partners$1,433,936$2,343,274,719$3,654,879,096$5,998,153,815
2Mill Creek Capital Advisors$12,862,463$2,247,382,458$582,359,421$2,829,741,879
3Miller Investment Management$9,154,989$1,270,314,463$862,797,970$2,133,112,433
4Wescott Financial Advisory Group$4,201,459$1,339,004,344$123,103,238$1,462,107,582
5Fort Pitt Capital Group Inc.$484,325$1,229,194,138$6,318,857$1,235,512,995
6Sage Financial Group Inc.$509,513$1,109,789,368$83,489,833$1,193,279,201
7Radnor Financial Advisors Inc.$775,363$1,110,320,228$0$1,110,320,228
8Mcqueen Ball & Associates Inc.$966,259$1,026,053,806$10,741,658$1,036,795,464
9Guyasuta Investment Advisors Inc.$1,088,619$856,743,000$0$856,743,000
10Asset Planning Services $336,365$0$713,094,308$713,094,308
11RTD Financial Advisors Inc.$1,526,608$661,922,539$2,151,750$664,074,289
12FMA Advisory Inc.$286,285$587,540,711$50,302,479$637,843,190
13Independence Advisors$508,589$552,916,933$10,091,207$563,008,140
14Roffman Miller Associates Inc.$839,374$531,450,553$15,821,124$547,271,677
15Cookson Peirce Investment Management$1,108,794$524,459,324$0$524,459,324
16Stillwater Capital Advisors$321,875$345,000,000$170,000,000$515,000,000
17Aufman Associates Inc.$3,715,467$509,018,914$0$509,018,914
18GKFO$2,917,453$246,489,000$249,478,000$495,967,000
19Xpyria Investment Advisors Inc.$819,516$477,008,328$769,752$477,778,080
20Pennsylvania Capital Management Inc.$499,234$127,117,795$326,187,028$453,304,823
21Lehman Financial Resources Inc.$514,208$421,136,109$0$421,136,109
22Rodgers & Associates$218,552$399,458,073$13,823,965$413,282,038
23Comprehensive Investment Solutions$386,490$291,146,129$75,246,094$366,392,223
24Roble, Belko and Co. Inc.$972,814$358,968,212$0$358,968,212
25Payne Capital Management$191,169$0$343,339,433$343,339,433
26GDM Advisory Group $407,229$338,000,000$0$338,000,000
27The Fairman Group$3,772,478$0$335,750,532$335,750,532
28Legend Financial Advisors Inc.$251,826$312,516,005$0$312,516,005
29Arin Risk Advisors$11,669,440$291,736,000$0$291,736,000
30TGS Financial Advisors$197,192$270,350,403$0$270,350,403
31Roof Advisory Group Inc.$1,611,043$261,300,000$1,300,000$262,600,000
32Herbein Wealth Management$264,687$225,538,253$37,031,457$262,569,710
33Baldwin Investment Management$1,693,711$240,245,000$17,199,000$257,444,000
34Obrien Greene & Co. Inc.$1,105,998$165,809,578$88,570,068$254,379,646
35Youngs Advisory Group Inc.$371,497$213,544,000$20,499,000$234,043,000
36Commonwealth Advisory Group$373,074$0$229,813,514$229,813,514
37ISI Financial Group Inc.$186,925$225,244,335$0$225,244,335
38Baldrige Asset Management$341,740$182,752,765$42,453,744$225,206,509
39Covington Investment Advisors Inc.$943,694$195,667,624$20,438,333$216,105,957
40Rootstock Investment Management.$3,578,887$11,793,118$181,466,785$193,259,903
41Locust Capital Management$165,455$0$182,000,000$182,000,000
42Eric M. Godshalk & Co.$578,435$179,315,000$0$179,315,000
43Financial Freedom$351,786$0$177,300,000$177,300,000
44Rockwood Wealth Management$218,334$174,785,900$2,501,680$177,287,580
45Team Financial Managers$195,716$174,578,387$0$174,578,387
46Wealthaven$26,666,667$0$160,000,000$160,000,000
47Kades Financial Inc.$681,950$159,576,300$0$159,576,300
48Hotaling Investment Management$518,456$144,700,000$9,800,000$154,500,000
49Andesa Financial Management Inc.$283,078$153,145,165$0$153,145,165
50Dartmouth Capital Advisors Inc.$2,939,374$138,150,585$0$138,150,585
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Showing 1 to 50 of 57 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 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, 2012. (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.