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
1ISI Financial Group Inc$316,403$610,025,923$610,025,923
2Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
3Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
4Towercrest Capital Management, LLC$468,781$496,907,478$496,907,478
5Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
6Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
7Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
8Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
9MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
10River Wealth Advisors LLC$432,734$818,300,220$818,300,220
11Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
12Parsons Capital Management, LLC$325,118$467,195,101$467,195,101
13Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
14Hoey Investments, Inc.$311,165$312,098,208$312,098,208
15Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
16Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
17Aufman Associates Inc$3,473,100$764,081,967$764,081,967
18Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
19Atwater Malick, LLC$416,919$311,021,341$311,021,341
2046 Peaks LLC$666,256$163,899,000$163,899,000
21IAM Advisory LLC$203,903$451,237,484$451,237,484
22Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
23Red Wave Investments LLC$481,590$301,956,790$301,956,790
24Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
25Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
26FC Advisory, LLC$415,224$222,975,352$222,975,352
27Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
28Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
29OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
30Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
31Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
32Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
33ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
34Planning Capital Management Corp.$283,753$189,547,078$189,547,078
35Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
36Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
37Archetype Advisors, LLC$195,479$100,085,333$100,085,333
38SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
39Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
40Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
41Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
42Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
43Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
44Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
45Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
46PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
47EWA, LLC$133,756$198,806,844$623,631$199,430,475
48Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
49B & L Asset Management, LLC$812,233$197,965,417$1,031,763$198,997,180
50Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
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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.