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$4,605,107$12,389,087,000$555,868,000$12,944,955,000
2myCIO Wealth Partners$1,348,519$2,830,048,763$3,629,356,167$6,459,404,930
3Mill Creek Capital Advisors$13,810,495$2,701,854,713$778,389,950$3,480,244,663
4Arin Risk Advisors$133,319,291$3,066,343,698$0$3,066,343,698
5Miller Investment Management, LP$11,415,112$1,443,306,028$1,147,924,436$2,591,230,464
6Wescott Financial Advisory Group$4,417,694$1,678,521,077$141,568,723$1,820,089,800
7Fort Pitt Capital Group Inc$597,112$1,632,705,403$14,128,343$1,646,833,746
8Sage Financial Group Inc.$524,547$1,210,422,046$146,581,133$1,357,003,179
9Radnor Financial Advisors, Inc.$914,217$1,347,555,843$0$1,347,555,843
10McQueen Ball & Associates Inc$1,064,978$1,134,659,749$11,256,266$1,145,916,015
11Guyasuta Investment Advisors, Incorporated$1,153,829$984,216,000$0$984,216,000
12Asset Planning Services Ltd.$411,533$0$839,938,473$839,938,473
13RTD Financial Advisors Inc$1,853,268$789,639,689$1,705,676$791,345,365
14FMA Advisory Inc$335,469$635,809,384$127,717,086$763,526,470
15Roffman Miller Associates Inc$1,001,722$705,347,869$13,888,259$719,236,128
16Independence Advisors$331,661$627,002,704$11,112,276$638,114,980
17Aufman Associates Inc$4,393,920$606,360,896$0$606,360,896
18Stillwater Capital Advisors$409,695$467,256,486$136,634,580$603,891,066
19Xpyria Investment Advisors, Inc.$980,625$580,797,142$713,729$581,510,871
20Rodgers & Associates$253,221$525,472,419$16,672,924$542,145,343
21GKFO$3,166,304$221,549,000$278,727,000$500,276,000
22Pennsylvania Capital Management Inc.$451,896$313,151,768$136,937,107$450,088,875
23Payne Capital Management$218,403$0$421,081,477$421,081,477
24Lehman Financial Resources, Inc.$483,286$418,525,601$0$418,525,601
25Comprehensive Investment Solutions$393,839$343,768,690$71,337,634$415,106,324
26GDM Advisory Group Ltd$486,358$410,000,000$0$410,000,000
27The Fairman Group$4,008,251$0$392,808,572$392,808,572
28Roble, Belko and Company, Inc.$920,010$368,004,100$0$368,004,100
29Roof Advisory Group, Inc.$1,769,785$327,420,000$1,760,000$329,180,000
30Legend Financial Advisors Inc$255,088$312,993,101$0$312,993,101
31Baldwin Investment Management$2,034,715$287,662,000$19,580,000$307,242,000
32TGS Financial Advisors$263,231$300,609,431$0$300,609,431
33Herbein Wealth Management$273,167$280,090,337$10,013,414$290,103,751
34ISI Financial Group Inc$203,992$252,641,684$24,379,902$277,021,586
35Obrien Greene & Co Inc$1,221,582$184,661,237$86,530,000$271,191,237
36Youngs Advisory Group, Inc.$416,540$259,880,000$8,372,000$268,252,000
37Baldrige Asset Management$380,807$216,525,477$48,515,885$265,041,362
38Commonwealth Advisory Group, Ltd.$388,791$0$258,156,890$258,156,890
39Covington Investment Advisors, Inc.$958,378$233,211,191$6,383,265$239,594,456
40Rockwood Wealth Management$269,804$228,299,115$6,160,466$234,459,581
41Locust Capital Management$154,667$0$232,000,000$232,000,000
42Godshalk Welsh Capital Management, Inc.$684,407$201,900,000$0$201,900,000
43Rootstock Investment Management.$5,102,897$12,452,352$186,560,618$199,012,970
44Financial Freedom$352,984$0$195,200,000$195,200,000
45Andesa Financial Management, Inc.$315,505$189,303,232$0$189,303,232
46Trebuchet Consulting$605,310$0$178,566,419$178,566,419
47Kades Financial Inc$734,535$171,881,300$0$171,881,300
48MB, Levis & Associates,LLC$391,321$160,777,402$55,361$160,832,763
49B & L Asset Management$559,697$135,430,966$3,933,564$139,364,530
50SFG Investment Advisors, Inc.$331,179$125,389,286$11,056,448$136,445,734
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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, 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.