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
1FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
2LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
3Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
4Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
5LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
6Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
7Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
8The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
9Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
10Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
11Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
12The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
13Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
14BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
15Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
16Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
17RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
18Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
19Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
20Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
21Traynor Capital Management, Inc.$373,271$608,240,360$117,772,448$726,012,808
22Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
23Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
24Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
25Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
26Ellis Investment Partners, LLC$399,717$602,690,173$49,648,029$652,338,202
27McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
28Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
29Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
30Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
31COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
32Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
33Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
34Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
35Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
36Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
37Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
38Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
39CMG Capital Management Group, Inc.$271,461$206,575,079$25,524,140$232,099,219
40WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
41Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
42DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
43Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
44Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
45Covington Investment Advisors, Inc.$1,183,736$489,873,570$16,765,493$506,639,063
46Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
47Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
48Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
49Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
50Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
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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.