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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
2ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
3KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
4WEDGEWOOD INVESTORS INC$644,367$196,531,882$196,531,882
5PRUDENT MANAGEMENT ASSOCIATES$1,844,909$1,101,410,707$1,101,410,707
6RADNOR FINANCIAL ADVISORS, LLC$699,730$1,871,078,384$1,871,078,384
7ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
8YOUNGS ADVISORY GROUP, INC.$575,973$444,651,484$444,651,484
9BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC$568,729$245,122,257$245,122,257
10ALLIANCE WEALTH ADVISORS, LLC$269,510$239,863,522$239,863,522
11MB, LEVIS & ASSOCIATES,LLC$512,236$270,972,956$270,972,956
12RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
13STEWARDSHIP ADVISORS, LLC$191,774$237,033,201$237,033,201
14PARSONS CAPITAL MANAGEMENT, LLC$256,510$368,604,360$368,604,360
15ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
16HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
17BARNSTONE ADVISORS LLC$1,018,228$129,315,000$129,315,000
18SEVENBRIDGE FINANCIAL GROUP, LLC$284,444$320,000,000$320,000,000
19AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
20FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
21ATWATER MALICK$392,982$282,947,287$282,947,287
22ECON WEALTH MANAGEMENT$176,900$117,107,706$117,107,706
23GODSHALK WELSH CAPITAL MANAGEMENT, INC.$887,522$232,530,872$232,530,872
24HOTALING INVESTMENT MANAGEMENT, LLC$538,042$247,499,327$247,499,327
25FINANCIAL COACH$378,192$191,743,212$191,743,212
26CONSERVEST CAPITAL ADVISORS INC$5,768,557$1,315,230,917$1,315,230,917
27GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
28EWA, LLC$171,087$156,202,208$156,202,208
29OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
30FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
31WRIGHT ASSOCIATES$2,130,348$200,252,721$200,252,721
32STONECROP WEALTH ADVISORS, LLC$311,728$140,589,543$140,589,543
33ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
34PLANNING CAPITAL MANAGEMENT CORP.$256,101$132,660,524$132,660,524
35PROWELL FINANCIAL MANAGEMENT, LLC$1,761,526$260,705,809$260,705,809
36RODGERS & ASSOCIATES$336,038$1,050,118,206$1,050,118,206
37WEALTH MANAGEMENT STRATEGIES, INC.$241,098$115,967,924$115,967,924
38ARIN RISK ADVISORS LLC$6,643,836$485,000,000$485,000,000
39LEHMAN FINANCIAL RESOURCES$463,596$811,755,999$811,755,999
40WEALTH MANAGEMENT SOLUTIONS$236,357$160,486,208$160,486,208
41MORTON BROWN FAMILY WEALTH LLC$382,636$139,894,750$150,076$140,044,826
42GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
43TRUNORTH FINANCIAL SERVICES, INC.$252,334$150,391,570$252,104$150,643,674
44SFG INVESTMENT ADVISORS, INC.$450,096$263,275,516$480,571$263,756,087
45PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
46HENRY H. ARMSTRONG ASSOCIATES, INC.$5,824,330$797,034,036$899,156$797,933,192
47CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
48PSI CAPITAL MANAGEMENT$178,817$189,894,026$1,619,024$191,513,050
49BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
50INVARIANT INVESTMENT MANAGEMENT$201,776$146,965,983$1,742,937$148,708,920
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Showing 1 to 50 of 116 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 Sabrina Straub.

*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.