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
1Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
2Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
3Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
4Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
5Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
6Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
7Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
8Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
9LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
10BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
11Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
12Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
13DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
14INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
15Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
16Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
17RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
18Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
19LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
20Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
21Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
22River Wealth Advisors LLC$432,734$818,300,220$818,300,220
23Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
24Aufman Associates Inc$3,473,100$764,081,967$764,081,967
25Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
26Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
27The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
28WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
29Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
30Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
31ISI Financial Group Inc$316,403$610,025,923$610,025,923
32Traynor Capital Management, Inc.$373,271$608,240,360$117,772,448$726,012,808
33Ellis Investment Partners, LLC$399,717$602,690,173$49,648,029$652,338,202
34PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
35Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
36Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
37Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
38Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
39Towercrest Capital Management, LLC$468,781$496,907,478$496,907,478
40Covington Investment Advisors, Inc.$1,183,736$489,873,570$16,765,493$506,639,063
41FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
42Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
43Parsons Capital Management, LLC$325,118$467,195,101$467,195,101
44IAM Advisory LLC$203,903$451,237,484$451,237,484
45Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
46Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
47Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
48Apex Financial Advisors, Inc$690,338$360,182,548$3,625,594$363,808,142
49The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
50Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
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Showing 1 to 50 of 127 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.