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 |
|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | $25,161,514 | $2,803,786,654 | $265,918,071 | $3,069,704,725 |
| 2 | Mill Creek Capital Advisors, LLC | $22,678,633 | $7,469,029,616 | $581,885,093 | $8,050,914,709 |
| 3 | FFT Wealth Management LLC | $9,098,447 | $255,012,676 | $1,191,640,472 | $1,446,653,148 |
| 4 | Conservest Capital Advisors Inc | $6,071,203 | $1,414,590,407 | — | $1,414,590,407 |
| 5 | Henry H. Armstrong Associates, Inc. | $5,994,283 | $856,301,374 | $881,121 | $857,182,495 |
| 6 | Prowell Financial Management, LLC | $3,537,768 | $686,326,980 | — | $686,326,980 |
| 7 | Aufman Associates Inc | $3,473,100 | $764,081,967 | — | $764,081,967 |
| 8 | LGL Partners, LLC | $3,002,958 | $1,007,004,373 | $734,711,370 | $1,741,715,743 |
| 9 | Gkfo, LLC | $2,840,973 | $262,442,904 | $308,592,586 | $571,035,490 |
| 10 | Persimmon Capital Management Lp | $2,654,596 | $107,402,000 | $155,403,000 | $262,805,000 |
| 11 | Kathleen S. Wright Associates Inc. | $2,266,155 | $224,349,369 | — | $224,349,369 |
| 12 | Rootstock Investment Management, LLC. | $2,169,043 | $215,856,940 | $250,487,348 | $466,344,288 |
| 13 | Gibson Capital, LLC | $2,146,869 | $1,870,250,109 | $109,163,275 | $1,979,413,384 |
| 14 | Prudent Management Associates | $1,895,823 | $1,101,473,105 | — | $1,101,473,105 |
| 15 | Roffman Milller Associates Inc | $1,544,542 | $1,905,691,111 | $26,531,145 | $1,932,222,256 |
| 16 | Waldron Private Wealth, LLC | $1,515,611 | $3,447,070,483 | $8,522,622 | $3,455,593,105 |
| 17 | RKL Wealth Management LLC | $1,469,687 | $1,081,997,708 | $145,190,550 | $1,227,188,258 |
| 18 | Guyasuta Investment Advisors, Incorporated | $1,402,127 | $1,634,880,000 | — | $1,634,880,000 |
| 19 | Lountzis Asset Management, LLC | $1,342,341 | $303,369,154 | — | $303,369,154 |
| 20 | Barnstone Advisors LLC | $1,305,353 | $168,390,482 | — | $168,390,482 |
| 21 | Obrien Greene & Co Inc | $1,281,678 | $304,275,906 | $34,087,105 | $338,363,011 |
| 22 | The Estate Planners Group LLC | $1,193,422 | $280,056,000 | $11,139,000 | $291,195,000 |
| 23 | OAK GROVE CAPITAL, LLC | $1,135,323 | $292,913,251 | — | $292,913,251 |
| 24 | Flagship Capital Management Inc | $1,012,131 | $123,480,000 | — | $123,480,000 |
| 25 | Godshalk Welsh Capital Management, Inc. | $989,094 | $250,240,859 | — | $250,240,859 |
| 26 | Roble, Belko And Company, Inc. | $988,541 | $761,176,655 | — | $761,176,655 |
| 27 | Radnor Financial Advisors, LLC | $978,914 | $2,315,657,966 | $16,114,690 | $2,331,772,656 |
| 28 | Warren Financial Service & Associates, Inc. | $910,271 | $283,886,302 | $3,759,272 | $287,645,574 |
| 29 | Baldwin Investment Management, LLC | $908,577 | $627,573,609 | $378,221,196 | $1,005,794,805 |
| 30 | INDEPENDENCE ADVISORS, LLC | $862,098 | $1,320,937,720 | $2,382,718 | $1,323,320,438 |
| 31 | Sage Financial Group Inc. | $803,961 | $2,302,786,993 | $254,613,504 | $2,557,400,497 |
| 32 | Wedgewood Investors Inc | $702,230 | $210,203,670 | $465,316 | $210,668,986 |
| 33 | The Fairman Group, LLC | $690,169 | $354,006,939 | $281,638,400 | $635,645,339 |
| 34 | Smithbridge Asset Management Inc | $668,798 | $317,186,495 | $21,894,309 | $339,080,804 |
| 35 | 46 Peaks LLC | $666,256 | $163,899,000 | — | $163,899,000 |
| 36 | Pennsylvania Capital Management Inc. | $658,554 | $467,873,398 | $162,362,749 | $630,236,147 |
| 37 | BLB & B Advisors, LLC | $654,686 | $1,527,079,327 | $161,356,239 | $1,688,435,566 |
| 38 | Asset Planning Services Ltd. | $649,881 | $811,180,307 | $4,420,676 | $815,600,983 |
| 39 | Bishop & Company Investment Management, LLC | $632,176 | $278,789,770 | — | $278,789,770 |
| 40 | Baldrige Asset Management LLC | $616,708 | $529,266,825 | $45,504,761 | $574,771,586 |
| 41 | Kailasa Capital Management LLC | $605,136 | $181,350,945 | $55,257,209 | $236,608,154 |
| 42 | Hotaling Investment Management, LLC | $602,766 | $294,752,541 | — | $294,752,541 |
| 43 | Youngs Advisory Group, Inc. | $601,907 | $502,592,283 | — | $502,592,283 |
| 44 | Trebuchet Consulting, LLC | $563,484 | — | $532,492,074 | $532,492,074 |
| 45 | Grant Street Asset Management Inc | $552,261 | $514,601,236 | $3,972,210 | $518,573,446 |
| 46 | Riggs Asset Management Co Inc | $545,427 | $391,108,996 | $4,871,251 | $395,980,247 |
| 47 | MB, Levis & Associates,LLC | $541,226 | $303,627,589 | — | $303,627,589 |
| 48 | WSFS Capital Management, LLC | $538,827 | $734,688,425 | $22,363,589 | $757,052,014 |
| 49 | Avalon Advisory Group LLC | $535,063 | $205,202,291 | $15,243,706 | $220,445,997 |
| 50 | SFG Investment Advisors, Inc. | $523,310 | $329,685,218 | — | $329,685,218 |
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.
