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

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.