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