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$4,796,223$14,676,083,440$345,686,766$15,021,770,206
2Mill Creek Capital Advisors, Llc$16,685,607$5,083,322,190$539,727,276$5,623,049,466
3HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
4Miller Investment Management, Lp$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
5Wharton Business Group, Llc$8,084,454$2,097,991,451$230,331,242$2,328,322,693
6Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
7Waldron Private Wealth$9,978,282$1,830,837,051$5,166,881$1,836,003,932
8Lgl Partners, Llc$4,431,076$642,519,389$1,129,910,885$1,772,430,274
9Radnor Financial Advisors, Llc$628,244$1,600,764,456$1,600,764,456
10Gibson Capital, Llc$1,819,439$1,496,869,837$89,680,852$1,586,550,689
11Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
12Logan Capital Management, Inc.$1,679,234$1,030,365,552$400,342,113$1,430,707,665
13Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
14Forbes Family Trust$9,109,256$493,264,504$891,342,390$1,384,606,894
15Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
16Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
17Conservest Capital Advisors Inc$4,706,442$1,082,481,560$1,082,481,560
18Efficient Advisors$178,997$1,075,054,158$1,075,054,158
19Domani Wealth, Llc$1,160,947$1,055,910,065$15,644,037$1,071,554,102
20Rkl Wealth Management Llc$1,005,718$1,001,514,564$2,192,140$1,003,706,704
21Prudent Management Associates$1,702,870$1,002,990,620$1,002,990,620
22Independence Advisors, Llc$680,797$921,099,497$2,061,764$923,161,261
23Rodgers & Associates$285,155$862,593,459$862,593,459
24Stillwater Capital Advisors, Llc$431,625$713,295,965$105,927,581$819,223,546
25Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
26Asset Planning Services Ltd.$471,513$748,209,908$13,755,239$761,965,147
27Lehman Financial Resources$438,640$718,492,722$718,492,722
28Dinuzzo Index Advisors, Inc.$283,621$716,426,000$716,426,000
29Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
30Baldwin Investment Management, Llc$737,201$393,582,804$308,969,805$702,552,609
31Rockwood Wealth Management, Llc$318,577$597,025,840$75,171,961$672,197,801
32Pwa Wealth Management$279,951$649,485,152$649,485,152
33Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
34Roble, Belko And Company, Inc.$932,139$611,482,883$611,482,883
35The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
36Gkfo, Llc$3,028,494$181,994,506$326,792,551$508,787,057
37River Wealth Advisors Llc$321,691$491,543,888$491,543,888
38The Fairman Group, Llc$574,236$241,646,943$229,800,982$471,447,925
39Ellis Investment Partners, Llc$368,779$439,399,780$31,530,684$470,930,464
40Grant Street Asset Management Inc$453,015$422,360,486$26,124,562$448,485,048
41Isi Financial Group Inc$253,257$441,174,313$441,174,313
42Fma Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
43McAdam LLC$104,237$406,455,720$487,289$406,943,009
44Towercrest Capital Management, Llc$446,773$391,614,735$10,927,509$402,542,244
45Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
46Commonwealth Advisory Group, Ltd.$402,326$361,690,863$361,690,863
47Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
48Rootstock Advisors$1,663,479$141,387,044$209,607,031$350,994,075
49Covington Investment Advisors, Inc.$955,819$340,943,939$9,841,684$350,785,623
50Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
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Showing 1 to 50 of 112 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.