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
1EWA, LLC$133,756$198,806,844$623,631$199,430,475
2Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
3Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
4Archetype Advisors, LLC$195,479$100,085,333$100,085,333
5Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
6Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
7IAM Advisory LLC$203,903$451,237,484$451,237,484
8MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
9Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
10Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
11Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
12McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
13Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
14Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
15SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
16PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
17Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
18Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
19Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
20Planning Capital Management Corp.$283,753$189,547,078$189,547,078
21Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
22Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
23Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
24Hoey Investments, Inc.$311,165$312,098,208$312,098,208
25Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
26Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
27Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
28Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
29Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
30ISI Financial Group Inc$316,403$610,025,923$610,025,923
31Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
32Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
33Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
34Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
35Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
36Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
37Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
38Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
39Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
40COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
41Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
42Atwater Malick, LLC$416,919$311,021,341$311,021,341
43FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
44Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
45Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
46River Wealth Advisors LLC$432,734$818,300,220$818,300,220
47Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
48The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
49Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
50Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
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Showing 1 to 50 of 106 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 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.