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
1Veritable LP$5,032,885$15,209,521,170$422,619,245$15,632,140,415
2Mill Creek Capital Advisors$17,569,370$5,186,942,009$610,950,114$5,797,892,123
3Miller Investment Management, LP$12,641,139$1,475,363,901$1,507,944,968$2,983,308,869
4HBKS Wealth Advisors$275,389$2,555,496,816$46,926,039$2,602,422,855
5Wharton Business Group, LLC$7,828,156$2,026,800,575$259,021,113$2,285,821,688
6Sage Financial Group Inc.$2,639,578$1,644,468,149$205,875,676$1,850,343,825
7Radnor Financial Advisors, LLC$711,876$1,699,959,816$0$1,699,959,816
8Rtd Financial Advisors Inc$2,542,075$1,453,500,080$33,613,637$1,487,113,717
9Cookson Peirce Wealth Management$1,639,799$1,469,260,000$0$1,469,260,000
10Roffman Miller Associates Inc$1,276,114$1,322,924,397$25,928,486$1,348,852,883
11Guyasuta Investment Advisors, Incorporated$1,287,892$1,341,983,000$0$1,341,983,000
12McQueen Ball & Associates Inc$1,217,586$1,283,336,137$0$1,283,336,137
13LGL Partners, LLC$21,560,431$601,293,144$519,849,257$1,121,142,401
14Domani Wealth$1,245,648$1,058,381,206$17,858,910$1,076,240,116
15RKL Wealth Management LLC$500,180$1,000,061,131$4,800,434$1,004,861,565
16Independence Advisors$565,002$938,942,251$2,351,712$941,293,963
17Efficient Advisors$199,715$937,261,903$0$937,261,903
18Hillview Capital Advisors, LLC$2,577,223$715,428,659$173,713,196$889,141,855
19Rodgers & Associates$314,911$874,509,171$0$874,509,171
20West Capital Management$431,473$861,219,347$0$861,219,347
21Huntington Steele$1,931,830$848,073,436$0$848,073,436
22Asset Planning Services Ltd..$469,694$774,110,132$30,005,649$804,115,781
23Stillwater Capital Advisors$435,043$687,081,409$113,398,322$800,479,731
24Henry H. Armstrong Associates, Inc.$5,568,667$717,570,000$788,000$718,358,000
25Aufman Associates Inc$4,889,531$653,684,138$35,739,758$689,423,896
26Baldwin Investment Management$731,873$353,102,881$321,683,703$674,786,584
27The Marshall Financial Group, Inc$415,780$656,591,169$9,073,085$665,664,254
28Dinuzzo Index Advisors, Inc.$282,453$664,610,000$845$664,610,845
29Rockwood Wealth Management$298,444$570,905,550$90,447,058$661,352,608
30Lehman Financial Resources, Inc.$485,007$657,669,183$0$657,669,183
31River Wealth Advisors LLC$428,128$526,400,100$107,228,800$633,628,900
32Roble, Belko and Company, Inc.$976,684$579,173,558$0$579,173,558
34The Fairman Group$4,652,605$0$488,523,556$488,523,556
35GDM Advisory Group Ltd.$567,952$471,400,000$0$471,400,000
36Roof Advisory Group, Inc.$2,076,044$433,214,276$38,047,775$471,262,051
37ISI Financial Group Inc$280,751$460,151,658$0$460,151,658
38Youngs Advisory Group, Inc.$522,643$408,184,369$0$408,184,369
39FMA Advisory Inc$380,392$400,285,732$6,733,469$407,019,201
40Towercrest Capital Management$436,704$371,419,977$10,695,903$382,115,880
41Baldrige Asset Management$462,555$329,914,828$42,441,626$372,356,454
42Commonwealth Advisory Group, Ltd..$422,088$0$368,904,545$368,904,545
43Covington Investment Advisors, Inc.$1,112,827$352,248,335$9,420,536$361,668,871
44Pennsylvania Capital Management Inc.$442,654$267,582,535$86,097,740$353,680,275
45McAdam LLC$103,726$333,790,254$0$333,790,254
46Traynor Capital Management$623,762$280,000,000$35,000,000$315,000,000
47Kades & Cheifetz, LLC$335,017$294,814,807$0$294,814,807
48TGS Financial Advisors$266,030$289,440,541$0$289,440,541
49Trebuchet Consulting$758,405$0$288,193,840$288,193,840
50Obrien Greene & Co Inc$966,463$254,420,634$28,752,999$283,173,633
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Showing 1 to 50 of 96 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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