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 |
|---|---|---|---|---|---|
| 101 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $392,277 | $530,025,582 | $47,405,578 | $577,431,160 |
| 102 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 103 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 104 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 105 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
| 106 | ELLIS INVESTMENT PARTNERS, LLC | $450,930 | $726,332,514 | $60,088,844 | $786,421,358 |
| 107 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 108 | THE ARANDA GROUP ADVISORS, LLC | $502,598 | $111,980,736 | $88,053,413 | $200,034,149 |
| 109 | SENSENIG CAPITAL ADVISORS, INC. | $610,309 | $119,005,056 | $93,382,462 | $212,387,518 |
| 110 | PITTSBURGH FINANCIAL PLANNERS, INC. | $291,329 | $20,499,647 | $93,992,596 | $114,492,243 |
| 111 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 112 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 113 | EHB FINANCIAL RESOURCES MANAGEMNT, INC. | $1,525,882 | — | $129,700,000 | $129,700,000 |
| 114 | STEVEN G. BLUM AND ASSOCIATES, LLC | $411,574 | — | $131,291,996 | $131,291,996 |
| 115 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 116 | GIBSON CAPITAL, LLC | $2,478,442 | $2,257,765,886 | $136,409,108 | $2,394,174,994 |
| 117 | TRAYNOR CAPITAL MANAGEMENT | $491,654 | $794,257,688 | $139,884,118 | $934,141,806 |
| 118 | BALLAST FINANCIAL ADVISORS, LLC | $213,989 | $90,896,370 | $142,993,760 | $233,890,130 |
| 119 | KAPUSTA FINANCIAL GROUP | $159,115 | — | $144,794,956 | $144,794,956 |
| 120 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 121 | CHRISTINE MESSMER, P.C. | $335,351 | $1,232,132 | $168,119,940 | $169,352,072 |
| 122 | CONFLUENCE FINANCIAL PARTNERS | $405,134 | $2,339,588,415 | $168,998,347 | $2,508,586,762 |
| 123 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 124 | RKL WEALTH MANAGEMENT LLC | $1,674,883 | $1,249,063,345 | $181,286,520 | $1,430,349,865 |
| 125 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 126 | EWA, LLC | $157,517 | $22,541,794 | $210,111,545 | $232,653,339 |
| 127 | ROOTSTOCK ADVISORS | $2,805,134 | $300,011,967 | $235,768,687 | $535,780,654 |
| 128 | SAGE FINANCIAL GROUP INC. | $861,694 | $2,771,034,162 | $244,895,036 | $3,015,929,198 |
| 129 | WHARTON BUSINESS GROUP, LLC | $9,969,720 | $3,152,023,592 | $287,529,662 | $3,439,553,254 |
| 130 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 131 | GKFO, LLC | $2,754,407 | $294,989,266 | $330,261,182 | $625,250,448 |
| 132 | BALDWIN INVESTMENT MANAGEMENT, LLC | $940,924 | $758,450,284 | $383,831,244 | $1,142,281,528 |
| 133 | LGL PARTNERS, LLC | $2,196,647 | $692,617,513 | $425,475,614 | $1,118,093,127 |
| 134 | BILL FEW ASSOCIATES, INC. | $318,000 | $1,251,432,853 | $451,139,339 | $1,702,572,192 |
| 135 | TREBUCHET CONSULTING, LLC | $980,555 | — | $597,158,245 | $597,158,245 |
| 136 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 137 | MILL CREEK CAPITAL ADVISORS, LLC | $25,368,180 | $8,728,115,259 | $708,847,706 | $9,436,962,965 |
| 138 | MITCHELL SINKLER & STARR | $3,334,378 | $386,839,378 | $1,260,343,451 | $1,647,182,829 |
| 139 | FORBES FAMILY TRUST | $14,220,634 | $2,278,083,167 | $1,376,619,779 | $3,654,702,946 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
