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
51Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
52Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
53MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
54Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
55Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
56Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
57Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
58Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
59FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
60SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
61The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
62Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
63The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
64Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
65Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
66Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
67Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
68Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
69Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
70Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
71Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
72WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
73Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
74Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
75Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
76Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
77Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
78Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
79Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
80COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
81Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
82Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
83McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
84Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
85Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
86Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
87Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
88Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
89Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
90Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
91RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
92Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
93Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
94BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
95Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
96The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
97Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
98Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
99Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
100The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
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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 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.