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
1Radnor Financial Advisors, LLC$628,244$1,600,764,456$1,600,764,456
2Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
3Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
4Efficient Advisors$178,997$1,075,054,158$1,075,054,158
5Rodgers & Associates$285,155$862,593,459$862,593,459
6Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
7Roble, Belko and Company, Inc.$932,139$611,482,883$611,482,883
8River Wealth Advisors LLC$321,691$491,543,888$491,543,888
9ISI Financial Group Inc$253,257$441,174,313$441,174,313
10Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
11Kades & Cheifetz, LLC$327,755$288,424,584$288,424,584
12TGS Financial Advisors$239,310$274,488,624$274,488,624
13Sevenbridge Financial Group, LLC$250,881$256,400,000$256,400,000
14Prowell Financial Management, LLC$1,676,445$233,025,815$233,025,815
15MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
16Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
17Atwater Malick, LLC$352,125$215,500,278$215,500,278
18SFG Investment Advisors, Inc.$375,673$211,504,040$211,504,040
19Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
20Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
21Wedgewood Investors Inc$566,968$180,862,882$180,862,882
22Stewardship Advisors, LLC$160,347$180,390,560$180,390,560
23Financial Coach$348,184$174,440,377$174,440,377
24Aspire Wealth Architects$484,454$164,714,375$164,714,375
25Hoey Investments, Inc.$181,579$158,700,000$158,700,000
26Wealth Management Solutions$214,451$140,465,302$140,465,302
27Oak Grove Capital, LLC$1,724,554$132,790,647$132,790,647
28Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
29Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
30Econ Wealth Management$123,249$112,896,342$112,896,342
31Barnstone Advisors LLC$851,292$105,560,171$105,560,171
32Tucker Financial Services, Inc.$208,804$118,837,292$181,100$119,018,392
33McAdam LLC$104,237$406,455,720$487,289$406,943,009
34Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
35Crossgate Wealth Advisors, LLC$245,966$140,238,771$1,191,721$141,430,492
36Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
37PSI Capital Management$167,915$170,148,547$1,461,000$171,609,547
38Invariant Investment Management$166,043$134,453,643$1,535,872$135,989,515
39Independence Advisors$680,797$921,099,497$2,061,764$923,161,261
40RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
41Morton Brown Family Wealth LLC$334,678$109,021,738$2,760,632$111,782,370
42Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
43B & L Asset Management$606,185$148,987,635$3,164,842$152,152,477
44Lifeguide Financial Advisors, LLC$107,746$162,137,965$4,222,465$166,360,430
45Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
46McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
47Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
48FMA Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
49Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
50Apex Financial Advisors, Inc$443,361$259,521,938$8,268,183$267,790,121
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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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