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
1Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
2Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
3Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
4Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
5Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
6Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
7Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
8Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
9BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
10Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
11Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
12INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
13Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
14Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
15RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
16Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
17LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
18Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
19Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
20River Wealth Advisors LLC$432,734$818,300,220$818,300,220
21Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
22Aufman Associates Inc$3,473,100$764,081,967$764,081,967
23Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
24Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
25The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
26WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
27Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
28Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
29ISI Financial Group Inc$316,403$610,025,923$610,025,923
30PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
31Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
32Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
33Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
34Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
35FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
36Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
37IAM Advisory LLC$203,903$451,237,484$451,237,484
38Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
39Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
40Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
41The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
42Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
43SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
44MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
45Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
46Hoey Investments, Inc.$311,165$312,098,208$312,098,208
47Atwater Malick, LLC$416,919$311,021,341$311,021,341
48Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
49Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
50Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
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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 Carline Murphy.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.