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
1Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
2Trebuchet Consulting$686,184$288,883,503$288,883,503
3Kapusta Financial Group$134,742$110,218,720$110,218,720
4Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
5Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
6Trinity Wealth Management, LLC$315,931$85,130,461$15,019,762$100,150,223
7Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
8Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
9Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
10Barnstone Advisors LLC$851,292$105,560,171$105,560,171
11Morton Brown Family Wealth LLC$334,678$109,021,738$2,760,632$111,782,370
12Econ Wealth Management$123,249$112,896,342$112,896,342
13Tucker Financial Services, Inc.$208,804$118,837,292$181,100$119,018,392
14Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
15Entrust Financial, LLC$203,405$126,484,271$9,796,851$136,281,122
16Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
17Oak Grove Capital, LLC$1,724,554$132,790,647$132,790,647
18Invariant Investment Management$166,043$134,453,643$1,535,872$135,989,515
19Crossgate Wealth Advisors, LLC$245,966$140,238,771$1,191,721$141,430,492
20Wealth Management Solutions$214,451$140,465,302$140,465,302
21Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
22B & L Asset Management$606,185$148,987,635$3,164,842$152,152,477
23Hoey Investments, Inc.$181,579$158,700,000$158,700,000
24Lifeguide Financial Advisors, LLC$107,746$162,137,965$4,222,465$166,360,430
25Aspire Wealth Architects$484,454$164,714,375$164,714,375
26Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
27Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
28PSI Capital Management$167,915$170,148,547$1,461,000$171,609,547
29Financial Coach$348,184$174,440,377$174,440,377
30Stewardship Advisors, LLC$160,347$180,390,560$180,390,560
31Wedgewood Investors Inc$566,968$180,862,882$180,862,882
32GKFO$3,028,494$181,994,506$326,792,551$508,787,057
33Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
34Hotaling Investment Management, LLC$516,342$194,603,572$16,063,953$210,667,525
35McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
36Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
37SFG Investment Advisors, Inc.$375,673$211,504,040$211,504,040
38Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
39Atwater Malick, LLC$352,125$215,500,278$215,500,278
40Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
41MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
42Prowell Financial Management, LLC$1,676,445$233,025,815$233,025,815
43Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
44The Fairman Group$574,236$241,646,943$229,800,982$471,447,925
45Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
46Thrive Wealth Management, LLC$329,306$247,648,216$30,944,696$278,592,912
47Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
48Sevenbridge Financial Group, LLC$250,881$256,400,000$256,400,000
49Apex Financial Advisors, Inc$443,361$259,521,938$8,268,183$267,790,121
50Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
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Showing 1 to 50 of 90 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.

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