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
1Hoey Investments, Inc.$181,579$158,700,000$158,700,000
2Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
3Tgs Financial Advisors$239,310$274,488,624$274,488,624
4Crossgate Wealth Advisors, Llc$245,966$140,238,771$1,191,721$141,430,492
5Forefront Wealth Management$320,071$105,759,366$12,987,088$118,746,454
6Kades & Cheifetz, Llc$327,755$288,424,584$288,424,584
7Morton Brown Family Wealth Llc$334,678$109,021,738$2,760,632$111,782,370
8Mighty Oak Strong America Investment Company$340,002$177,685,957$6,255,383$183,941,340
9Sfg Investment Advisors, Inc.$375,673$211,504,040$211,504,040
10Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
11The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
12Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
13Stillwater Capital Advisors, Llc$431,625$713,295,965$105,927,581$819,223,546
14Riggs Asset Management Co Inc$438,194$316,203,816$3,677,641$319,881,457
15Lehman Financial Resources$438,640$718,492,722$718,492,722
16Mb, Levis & Associates,Llc$451,664$231,703,599$231,703,599
17Asset Planning Services Ltd.$471,513$748,209,908$13,755,239$761,965,147
18Aspire Wealth Architects$484,454$164,714,375$164,714,375
19Hotaling Investment Management, Llc$516,342$194,603,572$16,063,953$210,667,525
20Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
21The Fairman Group, Llc$574,236$241,646,943$229,800,982$471,447,925
22B & L Asset Management, Llc$606,185$148,987,635$3,164,842$152,152,477
23Radnor Financial Advisors, Llc$628,244$1,600,764,456$1,600,764,456
24Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
25Independence Advisors, Llc$680,797$921,099,497$2,061,764$923,161,261
26Trebuchet Consulting, Llc$686,184$288,883,503$288,883,503
27Baldwin Investment Management, Llc$737,201$393,582,804$308,969,805$702,552,609
28Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
29Barnstone Advisors Llc$851,292$105,560,171$105,560,171
30Roble, Belko And Company, Inc.$932,139$611,482,883$611,482,883
31Domani Wealth, Llc$1,160,947$1,055,910,065$15,644,037$1,071,554,102
32Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
33Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
34Rootstock Advisors$1,663,479$141,387,044$209,607,031$350,994,075
35Prowell Financial Management, Llc$1,676,445$233,025,815$233,025,815
36Oak Grove Capital, Llc$1,724,554$132,790,647$132,790,647
37Wright Associates$1,759,774$158,379,646$158,379,646
38Gibson Capital, Llc$1,819,439$1,496,869,837$89,680,852$1,586,550,689
39Gkfo, Llc$3,028,494$181,994,506$326,792,551$508,787,057
40Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
41Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
42Lgl Partners, Llc$4,431,076$642,519,389$1,129,910,885$1,772,430,274
43Conservest Capital Advisors Inc$4,706,442$1,082,481,560$1,082,481,560
44Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
45Wharton Business Group, Llc$8,084,454$2,097,991,451$230,331,242$2,328,322,693
46Forbes Family Trust$9,109,256$493,264,504$891,342,390$1,384,606,894
47Waldron Private Wealth$9,978,282$1,830,837,051$5,166,881$1,836,003,932

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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.


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