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

Showing 1 to 34 of 34 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.