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 | $5,032,885 | $15,209,521,170 | $422,619,245 | $15,632,140,415 |
| 2 | Mill Creek Capital Advisors | $17,569,370 | $5,186,942,009 | $610,950,114 | $5,797,892,123 |
| 3 | Miller Investment Management, LP | $12,641,139 | $1,475,363,901 | $1,507,944,968 | $2,983,308,869 |
| 4 | HBKS Wealth Advisors | $275,389 | $2,555,496,816 | $46,926,039 | $2,602,422,855 |
| 5 | Wharton Business Group, LLC | $7,828,156 | $2,026,800,575 | $259,021,113 | $2,285,821,688 |
| 6 | Sage Financial Group Inc. | $2,639,578 | $1,644,468,149 | $205,875,676 | $1,850,343,825 |
| 7 | Radnor Financial Advisors, LLC | $711,876 | $1,699,959,816 | $0 | $1,699,959,816 |
| 8 | Rtd Financial Advisors Inc | $2,542,075 | $1,453,500,080 | $33,613,637 | $1,487,113,717 |
| 9 | Cookson Peirce Wealth Management | $1,639,799 | $1,469,260,000 | $0 | $1,469,260,000 |
| 10 | Roffman Miller Associates Inc | $1,276,114 | $1,322,924,397 | $25,928,486 | $1,348,852,883 |
| 11 | Guyasuta Investment Advisors, Incorporated | $1,287,892 | $1,341,983,000 | $0 | $1,341,983,000 |
| 12 | McQueen Ball & Associates Inc | $1,217,586 | $1,283,336,137 | $0 | $1,283,336,137 |
| 13 | LGL Partners, LLC | $21,560,431 | $601,293,144 | $519,849,257 | $1,121,142,401 |
| 14 | Domani Wealth | $1,245,648 | $1,058,381,206 | $17,858,910 | $1,076,240,116 |
| 15 | RKL Wealth Management LLC | $500,180 | $1,000,061,131 | $4,800,434 | $1,004,861,565 |
| 16 | Independence Advisors | $565,002 | $938,942,251 | $2,351,712 | $941,293,963 |
| 17 | Efficient Advisors | $199,715 | $937,261,903 | $0 | $937,261,903 |
| 18 | Hillview Capital Advisors, LLC | $2,577,223 | $715,428,659 | $173,713,196 | $889,141,855 |
| 19 | Rodgers & Associates | $314,911 | $874,509,171 | $0 | $874,509,171 |
| 20 | West Capital Management | $431,473 | $861,219,347 | $0 | $861,219,347 |
| 21 | Huntington Steele | $1,931,830 | $848,073,436 | $0 | $848,073,436 |
| 22 | Asset Planning Services Ltd.. | $469,694 | $774,110,132 | $30,005,649 | $804,115,781 |
| 23 | Stillwater Capital Advisors | $435,043 | $687,081,409 | $113,398,322 | $800,479,731 |
| 24 | Henry H. Armstrong Associates, Inc. | $5,568,667 | $717,570,000 | $788,000 | $718,358,000 |
| 25 | Aufman Associates Inc | $4,889,531 | $653,684,138 | $35,739,758 | $689,423,896 |
| 26 | Baldwin Investment Management | $731,873 | $353,102,881 | $321,683,703 | $674,786,584 |
| 27 | The Marshall Financial Group, Inc | $415,780 | $656,591,169 | $9,073,085 | $665,664,254 |
| 28 | Dinuzzo Index Advisors, Inc. | $282,453 | $664,610,000 | $845 | $664,610,845 |
| 29 | Rockwood Wealth Management | $298,444 | $570,905,550 | $90,447,058 | $661,352,608 |
| 30 | Lehman Financial Resources, Inc. | $485,007 | $657,669,183 | $0 | $657,669,183 |
| 31 | River Wealth Advisors LLC | $428,128 | $526,400,100 | $107,228,800 | $633,628,900 |
| 32 | Roble, Belko and Company, Inc. | $976,684 | $579,173,558 | $0 | $579,173,558 |
| 33 | GKFO | $3,006,022 | $180,483,632 | $357,594,359 | $538,077,991 |
| 34 | The Fairman Group | $4,652,605 | $0 | $488,523,556 | $488,523,556 |
| 35 | GDM Advisory Group Ltd. | $567,952 | $471,400,000 | $0 | $471,400,000 |
| 36 | Roof Advisory Group, Inc. | $2,076,044 | $433,214,276 | $38,047,775 | $471,262,051 |
| 37 | ISI Financial Group Inc | $280,751 | $460,151,658 | $0 | $460,151,658 |
| 38 | Youngs Advisory Group, Inc. | $522,643 | $408,184,369 | $0 | $408,184,369 |
| 39 | FMA Advisory Inc | $380,392 | $400,285,732 | $6,733,469 | $407,019,201 |
| 40 | Towercrest Capital Management | $436,704 | $371,419,977 | $10,695,903 | $382,115,880 |
| 41 | Baldrige Asset Management | $462,555 | $329,914,828 | $42,441,626 | $372,356,454 |
| 42 | Commonwealth Advisory Group, Ltd.. | $422,088 | $0 | $368,904,545 | $368,904,545 |
| 43 | Covington Investment Advisors, Inc. | $1,112,827 | $352,248,335 | $9,420,536 | $361,668,871 |
| 44 | Pennsylvania Capital Management Inc. | $442,654 | $267,582,535 | $86,097,740 | $353,680,275 |
| 45 | McAdam LLC | $103,726 | $333,790,254 | $0 | $333,790,254 |
| 46 | Traynor Capital Management | $623,762 | $280,000,000 | $35,000,000 | $315,000,000 |
| 47 | Kades & Cheifetz, LLC | $335,017 | $294,814,807 | $0 | $294,814,807 |
| 48 | TGS Financial Advisors | $266,030 | $289,440,541 | $0 | $289,440,541 |
| 49 | Trebuchet Consulting | $758,405 | $0 | $288,193,840 | $288,193,840 |
| 50 | Obrien Greene & Co Inc | $966,463 | $254,420,634 | $28,752,999 | $283,173,633 |
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.
