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$4,530,996$13,094,370,000$494,088,000$13,588,458,000
2Mill Creek Capital Advisors$15,329,377$4,160,119,083$545,999,638$4,706,118,721
3Miller Investment Management, LP$10,653,030$1,576,883,983$937,231,040$2,514,115,023
4Wescott Financial Advisory Group$893,481$1,855,162,594$158,744,046$2,013,906,640
5Wharton Business Group$7,638,034$1,650,891,386$266,255,049$1,917,146,435
6HBKS Wealth Advisors$269,095$1,826,321,899$9,713,105$1,836,035,004
7Sage Financial Group Inc.$587,822$1,366,932,318$178,452,537$1,545,384,855
8Efficient Advisors$152,770$1,184,429,121$0$1,184,429,121
9McQueen Ball & Associates Inc$1,102,012$1,142,786,022$0$1,142,786,022
10Citrin Cooperman Wealth Management, Lp$2,042,114$71,134,751$964,217,220$1,035,351,971
11Guyasuta Investment Advisors, Incorporated$1,074,991$1,021,241,000$0$1,021,241,000
12Roffman Miller Associates Inc$1,117,854$21,845,588$899,266,475$921,112,063
13Asset Planning Services Ltd.$409,004$0$859,726,194$859,726,194
14Cookson Peirce Wealth Management$775,216$841,109,178$0$841,109,178
15Parentebeard Wealth Management$1,338,957$799,214,443$37,633,766$836,848,209
16Independence Advisors$576,100$782,919,555$0$782,919,555
17Hillview Capital Advisors, LLC$1,000,716$699,748,516$752,430$700,500,946
18West Capital Management$395,541$649,555,305$1,900,546$651,455,851
19Rodgers & Associates$257,783$627,720,087$15,964,352$643,684,439
20Stillwater Capital Advisors$408,845$504,732,933$101,583,747$606,316,680
21The Marshall Financial Group, Inc$382,669$585,000,000$20,000,000$605,000,000
22Henry H. Armstrong Associates, Inc.$4,391,121$600,698,768$884,782$601,583,550
23Aufman Associates Inc$4,073,385$566,200,562$0$566,200,562
24Xpyria Investment Advisors, Inc.$820,069$554,926,990$259,586$555,186,576
25Lehman Financial Resources, Inc.$497,120$514,519,530$0$514,519,530
26GKFO$3,316,258$168,339,527$335,731,627$504,071,154
27Payne Capital Management$167,409$179,318,226$315,207,300$494,525,526
28DiNuzzo Index Advisors$236,358$479,558,947$12,301,053$491,860,000
29River Wealth Advisors LLC$365,209$374,784,587$75,152,383$449,936,970
30GDM Advisory Group Ltd$474,713$413,000,000$0$413,000,000
31Roof Advisory Group, Inc.$1,914,036$381,076,400$20,871,100$401,947,500
32Roble, Belko and Company, Inc.$851,084$396,605,369$0$396,605,369
33The Fairman Group$3,529,089$0$384,670,742$384,670,742
34Rockwood Wealth Management$268,859$326,129,013$22,312,640$348,441,653
35ISI Financial Group Inc$220,107$335,003,502$0$335,003,502
36Pennsylvania Capital Management Inc.$369,065$255,542,337$72,925,371$328,467,708
37FMA Advisory Inc$281,975$309,034,465$1,701,977$310,736,442
38Youngs Advisory Group, Inc.$421,082$303,759,167$4,052,111$307,811,278
39Baldwin Investment Management$2,076,000$292,798,000$14,450,000$307,248,000
40Commonwealth Advisory Group, Ltd.$379,005$0$295,244,720$295,244,720
41Covington Investment Advisors, Inc.$977,574$281,270,415$8,091,361$289,361,776
42Locust Capital Management$829,971$3,000,000$285,000,000$288,000,000
43Rootstock Investment Management.$1,742,988$206,885,000$78,965,000$285,850,000
44Baldrige Asset Management$371,505$246,775,646$38,911,522$285,687,168
45Herbein Wealth Management$256,081$283,136,336$857,363$283,993,699
46Legend Financial Advisors Inc$216,177$257,078,202$15,736,748$272,814,950
47TGS Financial Advisors$224,800$252,899,929$0$252,899,929
48Kades Financial Inc$929,032$175,100,000$55,300,000$230,400,000
49Obrien Greene & Co Inc$931,819$211,010,929$17,284,746$228,295,675
50Sevenbridge Financial Group, LLC$297,822$208,475,596$0$208,475,596
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Showing 1 to 50 of 75 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.