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
1Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
2Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
3Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
4Trinity Wealth Management, LLC$315,931$85,130,461$15,019,762$100,150,223
5Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
6Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
7Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
8Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
9Wealth Management Solutions$214,451$140,465,302$140,465,302
10Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
11Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
12Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
13Wedgewood Investors Inc$566,968$180,862,882$180,862,882
14Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
15McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
16Atwater Malick, LLC$352,125$215,500,278$215,500,278
17Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
18Thrive Wealth Management, LLC$329,306$247,648,216$30,944,696$278,592,912
19Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
20Sevenbridge Financial Group, LLC$250,881$256,400,000$256,400,000
21Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
22FMA Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
23ISI Financial Group Inc$253,257$441,174,313$441,174,313
24River Wealth Advisors LLC$321,691$491,543,888$491,543,888
25Rockwood Wealth Management$318,577$597,025,840$75,171,961$672,197,801
26Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
27Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
28Rodgers & Associates$285,155$862,593,459$862,593,459
29RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
30Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
31Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
32HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
33Mill Creek Capital Advisors$16,685,607$5,083,322,190$539,727,276$5,623,049,466
34Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206

Showing 1 to 34 of 34 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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