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
1Prudent Management Associates$1,702,870$1,002,990,620$1,002,990,620
2Rodgers & Associates$285,155$862,593,459$862,593,459
3Dinuzzo Index Advisors, Inc.$283,621$716,426,000$716,426,000
4River Wealth Advisors Llc$321,691$491,543,888$491,543,888
5Isi Financial Group Inc$253,257$441,174,313$441,174,313
6Sevenbridge Financial Group, Llc$250,881$256,400,000$256,400,000
7Stone House Investment Management, Llc$195,658$218,158,447$218,158,447
8Atwater Malick$352,125$215,500,278$215,500,278
9Bishop & Company Investment Management, Llc$426,579$190,680,707$190,680,707
10Wedgewood Investors Inc$566,968$180,862,882$180,862,882
11Wealth Management Solutions$214,451$140,465,302$140,465,302
12Financial Advisory Services, Llc$204,769$131,052,214$131,052,214
13Atlas Wealth Partners Llc$181,349$124,586,519$124,586,519
14Hyperion Partners, Llc$201,359$119,003,273$119,003,273
15Planning Capital Management Corp.$246,975$115,337,186$115,337,186
16Wick Capital Partners, Llc$358,477$111,127,959$111,127,959
17Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
18Rkl Wealth Management Llc$1,005,718$1,001,514,564$2,192,140$1,003,706,704
19Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
20Alliance Wealth Advisors, Llc$215,252$154,309,176$3,255,482$157,564,658
21Mcmahon Financial Advisors, Llc$141,394$207,875,610$4,922,868$212,798,478
22Fma Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
23Valley Brook Capital Group$431,389$99,293,126$7,260,042$106,553,168
24Trinity Wealth Management, Llc$315,931$85,130,461$15,019,762$100,150,223
25Grant Street Asset Management Inc$453,015$422,360,486$26,124,562$448,485,048
26Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
27Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
28Thrive Wealth Management, Llc$329,306$247,648,216$30,944,696$278,592,912
29Ellis Investment Partners, Llc$368,779$439,399,780$31,530,684$470,930,464
30Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
31Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
32Rockwood Wealth Management, Llc$318,577$597,025,840$75,171,961$672,197,801
33HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
34Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
35Persimmon Capital Management Lp$2,576,279$101,737,000$119,823,000$221,560,000
36Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
37Commonwealth Advisory Group, Ltd.$402,326$361,690,863$361,690,863
38Mill Creek Capital Advisors, Llc$16,685,607$5,083,322,190$539,727,276$5,623,049,466
39Miller Investment Management, Lp$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910

Showing 1 to 39 of 39 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.