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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Veritable Lp$5,011,173$16,895,398,816$453,282,471$17,348,681,287
2Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
3Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
4Hbks Wealth Advisors$312,252$3,903,130,584$70,275,352$3,973,405,936
5Waldron Private Wealth$11,250,772$2,505,040,976$3,881,137$2,508,922,113
6Sage Financial Group Inc.$737,200$1,951,197,480$244,183,786$2,195,381,266
7Radnor Financial Advisors, Llc$699,730$1,871,078,384$1,871,078,384
8Gibson Capital, Llc$2,096,833$1,725,280,126$98,964,956$1,824,245,082
9Rtd Financial Advisors Inc$732,121$1,607,219,986$21,017,512$1,628,237,498
10Logan Capital Management, Inc.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
11Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
12Dt Investment Partners, Llc$715,924$1,330,799,689$21,579,992$1,352,379,681
13Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
14Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
15Domani Wealth, Llc$473,257$1,298,726,562$15,507,411$1,314,233,973
16Efficient Advisors$200,736$1,279,952,666$6,762,074$1,286,714,740
17Blb & B Advisors, Llc$589,086$1,263,340,094$158,123,254$1,421,463,348
18Cookson Peirce Wealth Management$1,016,464$1,255,332,677$1,255,332,677
19Prudent Management Associates$1,844,909$1,101,410,707$1,101,410,707
20Rodgers & Associates$336,038$1,050,118,206$1,050,118,206
21Rkl Wealth Management Llc$1,260,696$969,524,415$73,070,895$1,042,595,310
22Asset Planning Services Ltd.$612,999$860,465,650$6,314,967$866,780,617
23Lehman Financial Resources$463,596$811,755,999$811,755,999
24Dinuzzo Private Wealth, Inc.$317,311$780,267,999$780,267,999
25Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
26Aufman Associates Inc$3,363,564$723,166,215$723,166,215
27Lgl Partners, Llc$2,538,860$676,989,285$770,161,170$1,447,150,455
28The Marshall Financial Group, Inc$454,891$656,921,156$10,403,351$667,324,507
29River Wealth Advisors Llc$380,204$639,882,519$639,882,519
30Stillwater Capital Advisors, Llc$430,453$619,536,966$87,267,458$706,804,424
31Mcadam Llc$129,823$599,448,895$594,752$600,043,647
32Pwa Wealth Management$260,321$574,457,612$591,704$575,049,316
33Isi Financial Group Inc$265,129$512,493,993$512,493,993
34Arin Risk Advisors Llc$6,643,836$485,000,000$485,000,000
35Baldwin Investment Management, Llc$870,026$465,326,899$335,966,620$801,293,519
36Towercrest Capital Management, Llc$474,473$449,966,790$11,220,966$461,187,756
37Youngs Advisory Group, Inc.$575,973$444,651,484$444,651,484
38Covington Investment Advisors, Inc.$1,164,307$435,427,519$12,830,785$448,258,304
39Fma Advisory Inc$401,956$423,416,505$14,313,150$437,729,655
40Grant Street Asset Management Inc$453,015$422,360,486$26,124,562$448,485,048
41Traynor Capital Management$1,000,000$410,000,000$70,000,000$480,000,000
42Baldrige Asset Management$466,603$382,659,135$39,150,311$421,809,446
43Forbes Family Trust$7,131,676$379,100,501$754,835,929$1,133,936,430
44Parsons Capital Management, Llc$256,510$368,604,360$368,604,360
45Thrive Wealth Management, Llc$342,793$367,250,530$35,873,632$403,124,162
46Riggs Asset Management Co Inc$483,181$346,728,980$3,577,278$350,306,258
47Kades & Cheifetz, Llc$387,948$335,186,700$335,186,700
48Sevenbridge Financial Group, Llc$284,444$320,000,000$320,000,000
49Pennsylvania Capital Management Inc.$502,114$319,379,284$144,072,180$463,451,464
50The Fairman Group, Llc$662,734$311,567,588$261,034,501$572,602,089
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Showing 1 to 50 of 108 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.