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$20,027,881$6,169,291,096$560,076,987$6,729,368,083
2WALDRON PRIVATE WEALTH$11,250,772$2,505,040,976$3,881,137$2,508,922,113
3WHARTON BUSINESS GROUP, LLC$21,127,956$2,133,871,126$211,332,005$2,345,203,131
4SAGE FINANCIAL GROUP INC.$737,200$1,951,197,480$244,183,786$2,195,381,266
5RADNOR FINANCIAL ADVISORS, LLC$699,730$1,871,078,384$1,871,078,384
6GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
7ROFFMAN MILLER ASSOCIATES INC$1,438,914$1,708,232,445$27,098,435$1,735,330,880
8BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
9GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
10LGL PARTNERS, LLC$2,380,687$666,858,444$713,940,300$1,380,798,744
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
14FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
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
20ROCKWOOD WEALTH MANAGEMENT, LLC$374,043$784,652,606$22,532,749$807,185,355
21BALDWIN INVESTMENT MANAGEMENT, LLC$870,026$465,326,899$335,966,620$801,293,519
22HENRY H. ARMSTRONG ASSOCIATES, INC.$5,824,330$797,034,036$899,156$797,933,192
23WEST CAPITAL MANAGEMENT$416,187$761,129,724$32,955,887$794,085,611
24ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
25AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
26STILLWATER CAPITAL ADVISORS, LLC$430,453$619,536,966$87,267,458$706,804,424
27THE MARSHALL FINANCIAL GROUP, INC$454,891$656,921,156$10,403,351$667,324,507
28RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
29ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
30PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
31THE FAIRMAN GROUP, LLC$662,734$311,567,588$261,034,501$572,602,089
32GKFO, LLC$2,826,449$256,182,374$306,281,042$562,463,416
33ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
34GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
35PENNSYLVANIA CAPITAL MANAGEMENT INC.$502,114$319,379,284$144,072,180$463,451,464
36YOUNGS ADVISORY GROUP, INC.$575,973$444,651,484$444,651,484
37FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
38BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
39THRIVE WEALTH MANAGEMENT, LLC$342,793$367,250,530$35,873,632$403,124,162
40ROOTSTOCK ADVISORS$1,676,329$163,077,304$209,067,638$372,144,942
41TREBUCHET CONSULTING, LLC$760,713$368,946,001$368,946,001
42PARSONS CAPITAL MANAGEMENT, LLC$256,510$368,604,360$368,604,360
43RIGGS ASSET MANAGEMENT CO INC$483,181$346,728,980$3,577,278$350,306,258
44KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
45SEVENBRIDGE FINANCIAL GROUP, LLC$284,444$320,000,000$320,000,000
46SMITHBRIDGE ASSET MANAGEMENT INC$1,533,045$291,981,520$19,226,529$311,208,049
47ANDESA FINANCIAL MANAGEMENT, INC.$450,380$271,088,974$36,970,706$308,059,680
48LEGEND FINANCIAL ADVISORS INC$310,232$292,253,494$12,084,160$304,337,654
49OBRIEN GREENE & CO INC$1,092,427$258,891,170$39,341,289$298,232,459
50OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
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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 Sabrina Straub.

*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.