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 |
|---|---|---|---|---|---|
| 51 | PSI CAPITAL MANAGEMENT | $223,673 | $260,370,936 | $1,997,161 | $262,368,097 |
| 52 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | $395,985 | $262,185,796 | $26,091,101 | $288,276,897 |
| 53 | FINANCIAL COACH | $456,631 | $268,955,376 | — | $268,955,376 |
| 54 | PLANNING CAPITAL MANAGEMENT CORP. | $359,163 | $269,372,285 | — | $269,372,285 |
| 55 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 56 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 57 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $1,110,973 | $281,076,292 | — | $281,076,292 |
| 58 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 59 | ARIN RISK ADVISORS LLC | $16,902,462 | $287,341,858 | — | $287,341,858 |
| 60 | LEGEND FINANCIAL ADVISORS INC | $372,600 | $288,854,448 | $10,716,305 | $299,570,753 |
| 61 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | $514,521 | $291,149,378 | $11,388,820 | $302,538,198 |
| 62 | WICK CAPITAL PARTNERS, LLC | $508,067 | $294,170,732 | — | $294,170,732 |
| 63 | GKFO, LLC | $2,754,407 | $294,989,266 | $330,261,182 | $625,250,448 |
| 64 | ROOTSTOCK ADVISORS | $2,805,134 | $300,011,967 | $235,768,687 | $535,780,654 |
| 65 | WRIGHT ASSOCIATES | $2,269,329 | $304,090,020 | — | $304,090,020 |
| 66 | HYPERION PARTNERS, LLC | $400,414 | $308,472,449 | $7,454,127 | $315,926,576 |
| 67 | STEWARDSHIP ADVISORS, LLC | $239,647 | $321,606,300 | — | $321,606,300 |
| 68 | G&H INVESTMENTS | $3,320,561 | $325,300,000 | $30,000,000 | $355,300,000 |
| 69 | SFG INVESTMENT ADVISORS, INC. | $512,772 | $328,174,026 | — | $328,174,026 |
| 70 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | $718,666 | $330,586,159 | — | $330,586,159 |
| 71 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 72 | LIFEGUIDE FINANCIAL ADVISORS, LLC | $154,982 | $339,474,303 | $2,570,738 | $342,045,041 |
| 73 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 74 | MB, LEVIS & ASSOCIATES,LLC | $601,851 | $345,462,211 | — | $345,462,211 |
| 75 | HOTALING INVESTMENT MANAGEMENT, LLC | $652,882 | $353,209,299 | — | $353,209,299 |
| 76 | WARREN FINANCIAL SERVICE | $1,007,111 | $361,095,247 | $4,486,056 | $365,581,303 |
| 77 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 78 | ANDESA FINANCIAL MANAGEMENT, INC. | $522,508 | $370,069,650 | $29,648,894 | $399,718,544 |
| 79 | OARS CAPITAL | $524,394 | $372,319,599 | — | $372,319,599 |
| 80 | WEALTH MANAGEMENT SOLUTIONS | $278,969 | $385,535,080 | — | $385,535,080 |
| 81 | QUATTRO ADVISORS L.L.C. | $284,068 | $385,978,824 | $17,965,752 | $403,944,576 |
| 82 | HOEY INVESTMENTS, INC. | $350,909 | $386,000,442 | — | $386,000,442 |
| 83 | MITCHELL SINKLER & STARR | $3,334,378 | $386,839,378 | $1,260,343,451 | $1,647,182,829 |
| 84 | MFA WEALTH ADVISORS, LLC | $221,470 | $393,830,692 | $5,257,824 | $399,088,516 |
| 85 | ATWATER MALICK | $475,797 | $405,379,058 | — | $405,379,058 |
| 86 | LOUNTZIS ASSET MANAGEMENT, LLC | $1,696,123 | $415,550,049 | — | $415,550,049 |
| 87 | KADES & CHEIFETZ, LLC | $511,330 | $421,335,696 | — | $421,335,696 |
| 88 | SMITHBRIDGE ASSET MANAGEMENT INC | $708,011 | $432,974,362 | $20,152,868 | $453,127,230 |
| 89 | APEX FINANCIAL ADVISORS, INC | $776,245 | $439,179,144 | $4,833,014 | $444,012,158 |
| 90 | RIGGS ASSET MANAGEMENT CO INC | $585,098 | $441,811,892 | $9,298,630 | $451,110,522 |
| 91 | SEVENBRIDGE FINANCIAL GROUP, LLC | $531,320 | $475,000,000 | — | $475,000,000 |
| 92 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 93 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 94 | IAM ADVISORY LLC | $216,602 | $526,125,315 | — | $526,125,315 |
| 95 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $392,277 | $530,025,582 | $47,405,578 | $577,431,160 |
| 96 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 97 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 98 | GRANT STREET ASSET MANAGEMENT INC | $605,358 | $587,617,819 | $8,054,423 | $595,672,242 |
| 99 | YOUNGS ADVISORY GROUP, INC. | $609,704 | $587,755,086 | — | $587,755,086 |
| 100 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
