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