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
3Waldron Private Wealth$9,978,282$1,830,837,051$5,166,881$1,836,003,932
4Lgl Partners, Llc$4,431,076$642,519,389$1,129,910,885$1,772,430,274
5Radnor Financial Advisors, Llc$628,244$1,600,764,456$1,600,764,456
6Gibson Capital, Llc$1,819,439$1,496,869,837$89,680,852$1,586,550,689
7Forbes Family Trust$9,109,256$493,264,504$891,342,390$1,384,606,894
8Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
9Conservest Capital Advisors Inc$4,706,442$1,082,481,560$1,082,481,560
10Domani Wealth, Llc$1,160,947$1,055,910,065$15,644,037$1,071,554,102
11Independence Advisors, Llc$680,797$921,099,497$2,061,764$923,161,261
12Stillwater Capital Advisors, Llc$431,625$713,295,965$105,927,581$819,223,546
13Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
14Asset Planning Services Ltd.$471,513$748,209,908$13,755,239$761,965,147
15Lehman Financial Resources$438,640$718,492,722$718,492,722
16Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
17Baldwin Investment Management, Llc$737,201$393,582,804$308,969,805$702,552,609
18Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
19Roble, Belko And Company, Inc.$932,139$611,482,883$611,482,883
20The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
21Gkfo, Llc$3,028,494$181,994,506$326,792,551$508,787,057
22The Fairman Group, Llc$574,236$241,646,943$229,800,982$471,447,925
23Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
24Rootstock Advisors$1,663,479$141,387,044$209,607,031$350,994,075
25Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
26Riggs Asset Management Co Inc$438,194$316,203,816$3,677,641$319,881,457
27Trebuchet Consulting, Llc$686,184$288,883,503$288,883,503
28Kades & Cheifetz, Llc$327,755$288,424,584$288,424,584
29Tgs Financial Advisors$239,310$274,488,624$274,488,624
30Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
31Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
32Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
33Prowell Financial Management, Llc$1,676,445$233,025,815$233,025,815
34Mb, Levis & Associates,Llc$451,664$231,703,599$231,703,599
35Sfg Investment Advisors, Inc.$375,673$211,504,040$211,504,040
36Hotaling Investment Management, Llc$516,342$194,603,572$16,063,953$210,667,525
37Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
38Mighty Oak Strong America Investment Company$340,002$177,685,957$6,255,383$183,941,340
39Aspire Wealth Architects$484,454$164,714,375$164,714,375
40Hoey Investments, Inc.$181,579$158,700,000$158,700,000
41Wright Associates$1,759,774$158,379,646$158,379,646
42B & L Asset Management, Llc$606,185$148,987,635$3,164,842$152,152,477
43Crossgate Wealth Advisors, Llc$245,966$140,238,771$1,191,721$141,430,492
44Oak Grove Capital, Llc$1,724,554$132,790,647$132,790,647
45Forefront Wealth Management$320,071$105,759,366$12,987,088$118,746,454
46Morton Brown Family Wealth Llc$334,678$109,021,738$2,760,632$111,782,370
47Barnstone Advisors Llc$851,292$105,560,171$105,560,171

Showing 1 to 47 of 47 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.