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
1FORBES FAMILY TRUST$14,220,634$2,278,083,167$1,376,619,779$3,654,702,946
2MITCHELL SINKLER & STARR$3,334,378$386,839,378$1,260,343,451$1,647,182,829
3MILL CREEK CAPITAL ADVISORS, LLC$25,368,180$8,728,115,259$708,847,706$9,436,962,965
4LOGAN CAPITAL MANAGEMENT, INC.$1,724,003$1,937,312,923$698,687,923$2,636,000,846
5TREBUCHET CONSULTING, LLC$980,555$597,158,245$597,158,245
6BILL FEW ASSOCIATES, INC.$318,000$1,251,432,853$451,139,339$1,702,572,192
7LGL PARTNERS, LLC$2,196,647$692,617,513$425,475,614$1,118,093,127
8BALDWIN INVESTMENT MANAGEMENT, LLC$940,924$758,450,284$383,831,244$1,142,281,528
9GKFO, LLC$2,754,407$294,989,266$330,261,182$625,250,448
10THE FAIRMAN GROUP, LLC$856,824$483,105,906$322,308,184$805,414,090
11WHARTON BUSINESS GROUP, LLC$9,969,720$3,152,023,592$287,529,662$3,439,553,254
12SAGE FINANCIAL GROUP INC.$861,694$2,771,034,162$244,895,036$3,015,929,198
13ROOTSTOCK ADVISORS$2,805,134$300,011,967$235,768,687$535,780,654
14EWA, LLC$157,517$22,541,794$210,111,545$232,653,339
15PENNSYLVANIA CAPITAL MANAGEMENT INC.$761,784$565,748,205$195,274,002$761,022,207
16RKL WEALTH MANAGEMENT LLC$1,674,883$1,249,063,345$181,286,520$1,430,349,865
17CONVERGENT FINANCIAL STRATEGIES LLC$463,518$178,454,534$178,454,534
18CONFLUENCE FINANCIAL PARTNERS$405,134$2,339,588,415$168,998,347$2,508,586,762
19CHRISTINE MESSMER, P.C.$335,351$1,232,132$168,119,940$169,352,072
20ROBBINS WEALTH MANAGEMENT$504,901$18,965,052$162,799,194$181,764,246
21KAPUSTA FINANCIAL GROUP$159,115$144,794,956$144,794,956
22BALLAST FINANCIAL ADVISORS, LLC$213,989$90,896,370$142,993,760$233,890,130
23TRAYNOR CAPITAL MANAGEMENT$491,654$794,257,688$139,884,118$934,141,806
24GIBSON CAPITAL, LLC$2,478,442$2,257,765,886$136,409,108$2,394,174,994
25BLB & B ADVISORS, LLC$746,059$1,929,670,196$135,419,793$2,065,089,989
26STEVEN G. BLUM AND ASSOCIATES, LLC$411,574$131,291,996$131,291,996
27EHB FINANCIAL RESOURCES MANAGEMNT, INC.$1,525,882$129,700,000$129,700,000
28OAKMONT CAPITAL MANAGEMENT, LLC$616,361$361,295,526$112,070,037$473,365,563
29WALDRON PRIVATE WEALTH$1,680,007$4,037,332,744$100,524,666$4,137,857,410
30PITTSBURGH FINANCIAL PLANNERS, INC.$291,329$20,499,647$93,992,596$114,492,243
31SENSENIG CAPITAL ADVISORS, INC.$610,309$119,005,056$93,382,462$212,387,518
32THE ARANDA GROUP ADVISORS, LLC$502,598$111,980,736$88,053,413$200,034,149
33STILLWATER CAPITAL ADVISORS, LLC$477,711$802,766,409$85,298,088$888,064,497
34ELLIS INVESTMENT PARTNERS, LLC$450,930$726,332,514$60,088,844$786,421,358
35KAILASA CAPITAL MANAGEMENT LLC$735,612$217,334,116$56,313,685$273,647,801
36OBRIEN GREENE & CO INC$1,257,282$341,641,204$53,145,470$394,786,674
37CHANCELLOR FINANCIAL GROUP WB LP$228,327$132,412,708$52,304,096$184,716,804
38BALDRIGE ASSET MANAGEMENT$707,101$564,707,901$47,641,646$612,349,547
39BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$392,277$530,025,582$47,405,578$577,431,160
40MCCLARREN FINANCIAL ADVISORS$295,228$246,962,500$44,427,500$291,390,000
41THRIVE WEALTH MANAGEMENT, LLC$426,082$730,163,962$43,174,296$773,338,258
42TRINITY WEALTH MANAGEMENT, LLC$426,939$168,190,878$34,605,151$202,796,029
43ROCKWOOD WEALTH MANAGEMENT, LLC$405,539$1,345,437,126$32,583,154$1,378,020,280
44COMPREHENSIVE FINANCIAL PLANNING INC$573,004$231,995,944$32,159,019$264,154,963
45G&H INVESTMENTS$3,320,561$325,300,000$30,000,000$355,300,000
46ANDESA FINANCIAL MANAGEMENT, INC.$522,508$370,069,650$29,648,894$399,718,544
47DT INVESTMENT PARTNERS, LLC$785,009$1,148,770,311$29,527,809$1,178,298,120
48ROFFMAN MILLER ASSOCIATES INC$1,733,325$2,301,428,075$26,426,884$2,327,854,959
49FUHRMAN MANAGEMENT ASSOCIATES, INC.$395,985$262,185,796$26,091,101$288,276,897
50TGS FINANCIAL ADVISORS$317,557$331,828,741$25,740,447$357,569,188
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Showing 1 to 50 of 139 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 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.