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$5,011,173$16,895,398,816$453,282,471$17,348,681,287
2Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
3Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
4Hbks Wealth Advisors$312,252$3,903,130,584$70,275,352$3,973,405,936
5Waldron Private Wealth$11,250,772$2,505,040,976$3,881,137$2,508,922,113
6Sage Financial Group Inc.$737,200$1,951,197,480$244,183,786$2,195,381,266
7Radnor Financial Advisors, Llc$699,730$1,871,078,384$1,871,078,384
8Gibson Capital, Llc$2,096,833$1,725,280,126$98,964,956$1,824,245,082
9Rtd Financial Advisors Inc$732,121$1,607,219,986$21,017,512$1,628,237,498
10Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
11Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
12Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
13Domani Wealth, Llc$473,257$1,298,726,562$15,507,411$1,314,233,973
14Blb & B Advisors, Llc$589,086$1,263,340,094$158,123,254$1,421,463,348
15Prudent Management Associates$1,844,909$1,101,410,707$1,101,410,707
16Rodgers & Associates$336,038$1,050,118,206$1,050,118,206
17Rkl Wealth Management Llc$1,260,696$969,524,415$73,070,895$1,042,595,310
18Asset Planning Services Ltd.$612,999$860,465,650$6,314,967$866,780,617
19Lehman Financial Resources$463,596$811,755,999$811,755,999
20Dinuzzo Private Wealth, Inc.$317,311$780,267,999$780,267,999
21Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
22Aufman Associates Inc$3,363,564$723,166,215$723,166,215
23Lgl Partners, Llc$2,538,860$676,989,285$770,161,170$1,447,150,455
24The Marshall Financial Group, Inc$454,891$656,921,156$10,403,351$667,324,507
25River Wealth Advisors Llc$380,204$639,882,519$639,882,519
26Stillwater Capital Advisors, Llc$430,453$619,536,966$87,267,458$706,804,424
27Pwa Wealth Management$260,321$574,457,612$591,704$575,049,316
28Isi Financial Group Inc$265,129$512,493,993$512,493,993
29Baldwin Investment Management, Llc$870,026$465,326,899$335,966,620$801,293,519
30Youngs Advisory Group, Inc.$575,973$444,651,484$444,651,484
31Fma Advisory Inc$401,956$423,416,505$14,313,150$437,729,655
32Grant Street Asset Management Inc$453,015$422,360,486$26,124,562$448,485,048
33Baldrige Asset Management$466,603$382,659,135$39,150,311$421,809,446
34Forbes Family Trust$7,131,676$379,100,501$754,835,929$1,133,936,430
35Parsons Capital Management, Llc$256,510$368,604,360$368,604,360
36Thrive Wealth Management, Llc$342,793$367,250,530$35,873,632$403,124,162
37Riggs Asset Management Co Inc$483,181$346,728,980$3,577,278$350,306,258
38Kades & Cheifetz, Llc$387,948$335,186,700$335,186,700
39Sevenbridge Financial Group, Llc$284,444$320,000,000$320,000,000
40Pennsylvania Capital Management Inc.$502,114$319,379,284$144,072,180$463,451,464
41The Fairman Group, Llc$662,734$311,567,588$261,034,501$572,602,089
42Oak Grove Capital, Llc$1,135,323$292,913,251$292,913,251
43Smithbridge Asset Management Inc$1,533,045$291,981,520$19,226,529$311,208,049
44Andesa Financial Management, Inc.$450,380$271,088,974$36,970,706$308,059,680
45Mb, Levis & Associates,Llc$512,236$270,972,956$270,972,956
46Mcmahon Financial Advisors, Llc$197,200$269,067,015$5,435,745$274,502,760
47Tgs Financial Advisors$335,232$268,325,046$4,889,121$273,214,167
48Sfg Investment Advisors, Inc.$450,096$263,275,516$480,571$263,756,087
49Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
50Obrien Greene & Co Inc$1,092,427$258,891,170$39,341,289$298,232,459
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Showing 1 to 50 of 87 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.