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
1Radnor Financial Advisors, Llc$699,730$1,871,078,384$1,871,078,384
2Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
3Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
4Cookson Peirce Wealth Management$1,016,464$1,255,332,677$1,255,332,677
5Prudent Management Associates$1,844,909$1,101,410,707$1,101,410,707
6Rodgers & Associates$336,038$1,050,118,206$1,050,118,206
7Lehman Financial Resources$463,596$811,755,999$811,755,999
8Dinuzzo Private Wealth, Inc.$317,311$780,267,999$780,267,999
9Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
10Aufman Associates Inc$3,363,564$723,166,215$723,166,215
11River Wealth Advisors Llc$380,204$639,882,519$639,882,519
12Isi Financial Group Inc$265,129$512,493,993$512,493,993
13Arin Risk Advisors Llc$6,643,836$485,000,000$485,000,000
14Youngs Advisory Group, Inc.$575,973$444,651,484$444,651,484
15Parsons Capital Management, Llc$256,510$368,604,360$368,604,360
16Kades & Cheifetz, Llc$387,948$335,186,700$335,186,700
17Sevenbridge Financial Group, Llc$284,444$320,000,000$320,000,000
18Oak Grove Capital, Llc$1,135,323$292,913,251$292,913,251
19Mb, Levis & Associates,Llc$512,236$270,972,956$270,972,956
20Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
21Hotaling Investment Management, Llc$538,042$247,499,327$247,499,327
22Alliance Wealth Advisors, Llc$269,510$239,863,522$239,863,522
23Stewardship Advisors, Llc$191,774$237,033,201$237,033,201
24Godshalk Welsh Capital Management, Inc.$887,522$232,530,872$232,530,872
25Hoey Investments, Inc.$240,462$208,000,000$208,000,000
26Wright Associates$2,130,348$200,252,721$200,252,721
27Financial Advisory Services, Llc$273,401$197,122,149$197,122,149
28Wedgewood Investors Inc$644,367$196,531,882$196,531,882
29Financial Coach$378,192$191,743,212$191,743,212
30Wealth Management Solutions$236,357$160,486,208$160,486,208
31Atlas Wealth Partners Llc$184,328$131,241,540$131,241,540
32Barnstone Advisors Llc$1,018,228$129,315,000$129,315,000
33Econ Wealth Management$176,900$117,107,706$117,107,706
34Econ Wealth Management$176,900$117,107,706$117,107,706
35Wealth Management Strategies, Inc.$241,098$115,967,924$115,967,924
36Planning Capital Management Corp.$246,975$115,337,186$115,337,186
37Its Asset Management, L.P.$82,987$109,957,880$109,957,880
38Flagship Capital Management Inc$891,525$105,200,000$105,200,000
39Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
40Morton Brown Family Wealth Llc$382,636$139,894,750$150,076$140,044,826
41Trunorth Financial Services, Inc.$252,334$150,391,570$252,104$150,643,674
42Sfg Investment Advisors, Inc.$450,096$263,275,516$480,571$263,756,087
43Pwa Wealth Management$260,321$574,457,612$591,704$575,049,316
44Mcadam Llc$129,823$599,448,895$594,752$600,043,647
45Crossgate Wealth Advisors, Llc$292,212$159,834,444$1,466,426$161,300,870
46Psi Capital Management$178,817$189,894,026$1,619,024$191,513,050
47Braun-Bostich & Associates Inc.$242,961$201,962,350$1,639,183$203,601,533
48Invariant Investment Management$201,776$146,965,983$1,742,937$148,708,920
49Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
50Macro Advisors, Inc.$115,585$123,252,337$2,851,073$126,103,410
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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.