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

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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