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 |
|---|---|---|---|---|---|
| 1 | FORBES FAMILY TRUST | $14,220,634 | $2,278,083,167 | $1,376,619,779 | $3,654,702,946 |
| 2 | MITCHELL SINKLER & STARR | $3,334,378 | $386,839,378 | $1,260,343,451 | $1,647,182,829 |
| 3 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 4 | TREBUCHET CONSULTING, LLC | $980,555 | — | $597,158,245 | $597,158,245 |
| 5 | BILL FEW ASSOCIATES, INC. | $318,000 | $1,251,432,853 | $451,139,339 | $1,702,572,192 |
| 6 | LGL PARTNERS, LLC | $2,196,647 | $692,617,513 | $425,475,614 | $1,118,093,127 |
| 7 | BALDWIN INVESTMENT MANAGEMENT, LLC | $940,924 | $758,450,284 | $383,831,244 | $1,142,281,528 |
| 8 | GKFO, LLC | $2,754,407 | $294,989,266 | $330,261,182 | $625,250,448 |
| 9 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 10 | WHARTON BUSINESS GROUP, LLC | $9,969,720 | $3,152,023,592 | $287,529,662 | $3,439,553,254 |
| 11 | SAGE FINANCIAL GROUP INC. | $861,694 | $2,771,034,162 | $244,895,036 | $3,015,929,198 |
| 12 | ROOTSTOCK ADVISORS | $2,805,134 | $300,011,967 | $235,768,687 | $535,780,654 |
| 13 | EWA, LLC | $157,517 | $22,541,794 | $210,111,545 | $232,653,339 |
| 14 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 15 | RKL WEALTH MANAGEMENT LLC | $1,674,883 | $1,249,063,345 | $181,286,520 | $1,430,349,865 |
| 16 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 17 | CONFLUENCE FINANCIAL PARTNERS | $405,134 | $2,339,588,415 | $168,998,347 | $2,508,586,762 |
| 18 | CHRISTINE MESSMER, P.C. | $335,351 | $1,232,132 | $168,119,940 | $169,352,072 |
| 19 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 20 | KAPUSTA FINANCIAL GROUP | $159,115 | — | $144,794,956 | $144,794,956 |
| 21 | BALLAST FINANCIAL ADVISORS, LLC | $213,989 | $90,896,370 | $142,993,760 | $233,890,130 |
| 22 | TRAYNOR CAPITAL MANAGEMENT | $491,654 | $794,257,688 | $139,884,118 | $934,141,806 |
| 23 | GIBSON CAPITAL, LLC | $2,478,442 | $2,257,765,886 | $136,409,108 | $2,394,174,994 |
| 24 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 25 | STEVEN G. BLUM AND ASSOCIATES, LLC | $411,574 | — | $131,291,996 | $131,291,996 |
| 26 | EHB FINANCIAL RESOURCES MANAGEMNT, INC. | $1,525,882 | — | $129,700,000 | $129,700,000 |
| 27 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 28 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 29 | PITTSBURGH FINANCIAL PLANNERS, INC. | $291,329 | $20,499,647 | $93,992,596 | $114,492,243 |
| 30 | SENSENIG CAPITAL ADVISORS, INC. | $610,309 | $119,005,056 | $93,382,462 | $212,387,518 |
| 31 | THE ARANDA GROUP ADVISORS, LLC | $502,598 | $111,980,736 | $88,053,413 | $200,034,149 |
| 32 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 33 | ELLIS INVESTMENT PARTNERS, LLC | $450,930 | $726,332,514 | $60,088,844 | $786,421,358 |
| 34 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
| 35 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 36 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 37 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 38 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $392,277 | $530,025,582 | $47,405,578 | $577,431,160 |
| 39 | MCCLARREN FINANCIAL ADVISORS | $295,228 | $246,962,500 | $44,427,500 | $291,390,000 |
| 40 | THRIVE WEALTH MANAGEMENT, LLC | $426,082 | $730,163,962 | $43,174,296 | $773,338,258 |
| 41 | TRINITY WEALTH MANAGEMENT, LLC | $426,939 | $168,190,878 | $34,605,151 | $202,796,029 |
| 42 | ROCKWOOD WEALTH MANAGEMENT, LLC | $405,539 | $1,345,437,126 | $32,583,154 | $1,378,020,280 |
| 43 | COMPREHENSIVE FINANCIAL PLANNING INC | $573,004 | $231,995,944 | $32,159,019 | $264,154,963 |
| 44 | G&H INVESTMENTS | $3,320,561 | $325,300,000 | $30,000,000 | $355,300,000 |
| 45 | ANDESA FINANCIAL MANAGEMENT, INC. | $522,508 | $370,069,650 | $29,648,894 | $399,718,544 |
| 46 | DT INVESTMENT PARTNERS, LLC | $785,009 | $1,148,770,311 | $29,527,809 | $1,178,298,120 |
| 47 | ROFFMAN MILLER ASSOCIATES INC | $1,733,325 | $2,301,428,075 | $26,426,884 | $2,327,854,959 |
| 48 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | $395,985 | $262,185,796 | $26,091,101 | $288,276,897 |
| 49 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 50 | COVINGTON INVESTMENT ADVISORS, INC. | $1,429,129 | $656,140,847 | $25,553,916 | $681,694,763 |
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.
