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
7Citrin Cooperman Wealth Management, Lp$1,157,187$315,612,412$1,248,904,217$1,564,516,629
8Sage Financial Group Inc.$587,822$1,366,932,318$178,452,537$1,545,384,855
9Efficient Advisors$152,770$1,184,429,121$0$1,184,429,121
10McQueen Ball & Associates Inc$1,102,012$1,142,786,022$0$1,142,786,022
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
18Rodgers & Associates$257,783$627,720,087$15,964,352$643,684,439
19The Marshall Financial Group, Inc$421,018$628,000,000$9,000,000$637,000,000
20Stillwater Capital Advisors$408,845$504,732,933$101,583,747$606,316,680
21Henry H. Armstrong Associates, Inc.$4,391,121$600,698,768$884,782$601,583,550
22Aufman Associates Inc$4,073,385$566,200,562$0$566,200,562
23Xpyria Investment Advisors, Inc.$820,069$554,926,990$259,586$555,186,576
24Lehman Financial Resources, Inc.$497,120$514,519,530$0$514,519,530
25GKFO$3,316,258$168,339,527$335,731,627$504,071,154
26Payne Capital Management$167,409$179,318,226$315,207,300$494,525,526
27DiNuzzo Index Advisors$236,358$479,558,947$12,301,053$491,860,000
28River Wealth Advisors LLC$365,209$374,784,587$75,152,383$449,936,970
29GDM Advisory Group Ltd$474,713$413,000,000$0$413,000,000
30Roof Advisory Group, Inc.$1,914,036$381,076,400$20,871,100$401,947,500
31Roble, Belko and Company, Inc.$851,084$396,605,369$0$396,605,369
32The Fairman Group$3,529,089$0$384,670,742$384,670,742
33Rockwood Wealth Management$268,859$326,129,013$22,312,640$348,441,653
34ISI Financial Group Inc$220,107$335,003,502$0$335,003,502
35Pennsylvania Capital Management Inc.$369,065$255,542,337$72,925,371$328,467,708
36FMA Advisory Inc$281,975$309,034,465$1,701,977$310,736,442
37Youngs Advisory Group, Inc.$421,082$303,759,167$4,052,111$307,811,278
38Baldwin Investment Management$2,076,000$292,798,000$14,450,000$307,248,000
39Commonwealth Advisory Group, Ltd.$379,005$0$295,244,720$295,244,720
40Covington Investment Advisors, Inc.$977,574$281,270,415$8,091,361$289,361,776
41Locust Capital Management$829,971$3,000,000$285,000,000$288,000,000
42Rootstock Investment Management.$1,742,988$206,885,000$78,965,000$285,850,000
43Baldrige Asset Management$371,505$246,775,646$38,911,522$285,687,168
44Herbein Wealth Management$256,081$283,136,336$857,363$283,993,699
45Legend Financial Advisors Inc$216,177$257,078,202$15,736,748$272,814,950
46TGS Financial Advisors$224,800$252,899,929$0$252,899,929
47Kades Financial Inc$929,032$175,100,000$55,300,000$230,400,000
48Obrien Greene & Co Inc$931,819$211,010,929$17,284,746$228,295,675
49Andesa Financial Management, Inc.$327,593$161,848,662$38,638,237$200,486,899
50Godshalk Welsh Capital Management, Inc.$696,844$199,994,114$0$199,994,114
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Showing 1 to 50 of 69 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.