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
1Wharton Business Group, LLC$8,084,454$2,097,991,451$230,331,242$2,328,322,693
2Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
3LGL Partners, LLC$4,431,076$642,519,389$1,129,910,885$1,772,430,274
4Radnor Financial Advisors, LLC$628,244$1,600,764,456$1,600,764,456
5Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
6Domani Wealth$1,160,947$1,055,910,065$15,644,037$1,071,554,102
7Independence Advisors$680,797$921,099,497$2,061,764$923,161,261
8Stillwater Capital Advisors$431,625$713,295,965$105,927,581$819,223,546
9Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
10Asset Planning Services Ltd..$471,513$748,209,908$13,755,239$761,965,147
11Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
12Baldwin Investment Management$737,201$393,582,804$308,969,805$702,552,609
13Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
14Roble, Belko and Company, Inc.$932,139$611,482,883$611,482,883
15The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
16GKFO$3,028,494$181,994,506$326,792,551$508,787,057
17Roof Advisory Group, Inc.$1,992,686$444,109,212$32,142,643$476,251,855
18The Fairman Group$574,236$241,646,943$229,800,982$471,447,925
19Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
20Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
21Trebuchet Consulting$686,184$288,883,503$288,883,503
22Kades & Cheifetz, LLC$327,755$288,424,584$288,424,584
23TGS Financial Advisors$239,310$274,488,624$274,488,624
24Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
25Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
26Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
27Prowell Financial Management, LLC$1,676,445$233,025,815$233,025,815
28MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
29SFG Investment Advisors, Inc.$375,673$211,504,040$211,504,040
30Hotaling Investment Management, LLC$516,342$194,603,572$16,063,953$210,667,525
31Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
32Aspire Wealth Architects$484,454$164,714,375$164,714,375
33Hoey Investments, Inc.$181,579$158,700,000$158,700,000
34B & L Asset Management$606,185$148,987,635$3,164,842$152,152,477
35Crossgate Wealth Advisors, LLC$245,966$140,238,771$1,191,721$141,430,492
36Oak Grove Capital, LLC$1,724,554$132,790,647$132,790,647
37Morton Brown Family Wealth LLC$334,678$109,021,738$2,760,632$111,782,370
38Barnstone Advisors LLC$851,292$105,560,171$105,560,171

Showing 1 to 38 of 38 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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