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$8,257,226$482,430,990$830,467,875$1,312,898,865
2LGL PARTNERS, LLC$2,380,687$666,858,444$713,940,300$1,380,798,744
3MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
4LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
5TREBUCHET CONSULTING, LLC$760,713$368,946,001$368,946,001
6BALDWIN INVESTMENT MANAGEMENT, LLC$870,026$465,326,899$335,966,620$801,293,519
7GKFO, LLC$2,826,449$256,182,374$306,281,042$562,463,416
8THE FAIRMAN GROUP, LLC$662,734$311,567,588$261,034,501$572,602,089
9SAGE FINANCIAL GROUP INC.$737,200$1,951,197,480$244,183,786$2,195,381,266
10MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
11WHARTON BUSINESS GROUP, LLC$21,127,956$2,133,871,126$211,332,005$2,345,203,131
12ROOTSTOCK ADVISORS$1,676,329$163,077,304$209,067,638$372,144,942
13BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
14THE ARANDA GROUP ADVISORS, LLC$406,871$145,252,852$145,252,852
15PENNSYLVANIA CAPITAL MANAGEMENT INC.$502,114$319,379,284$144,072,180$463,451,464
16PERSIMMON CAPITAL MANAGEMENT LP$2,607,161$103,217,000$139,249,000$242,466,000
17ROBBINS WEALTH MANAGEMENT$428,963$10,125,723$137,437,556$147,563,279
18KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
19CHRISTINE MESSMER, P.C.$714,000$1,305,106$115,790,923$117,096,029
20GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
21STILLWATER CAPITAL ADVISORS, LLC$430,453$619,536,966$87,267,458$706,804,424
22RKL WEALTH MANAGEMENT LLC$1,260,696$969,524,415$73,070,895$1,042,595,310
23TRAYNOR CAPITAL MANAGEMENT$1,000,000$410,000,000$70,000,000$480,000,000
24CMG CAPITAL MANAGEMENT GROUP, INC.$195,818$249,613,300$53,121,047$302,734,347
25ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
26OBRIEN GREENE & CO INC$1,092,427$258,891,170$39,341,289$298,232,459
27BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
28ANDESA FINANCIAL MANAGEMENT, INC.$450,380$271,088,974$36,970,706$308,059,680
29THRIVE WEALTH MANAGEMENT, LLC$342,793$367,250,530$35,873,632$403,124,162
30COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
31WEST CAPITAL MANAGEMENT$416,187$761,129,724$32,955,887$794,085,611
32WICK CAPITAL PARTNERS, LLC$409,150$123,370,065$27,606,390$150,976,455
33CHANCELLOR FINANCIAL GROUP WB LP$204,274$98,112,570$27,107,527$125,220,097
34ROFFMAN MILLER ASSOCIATES INC$1,438,914$1,708,232,445$27,098,435$1,735,330,880
35TRINITY WEALTH MANAGEMENT, LLC$405,563$113,819,457$22,855,147$136,674,604
36COVERED BRIDGE ADVISORS, LLC$214,183$93,208,162$22,665,045$115,873,207
37ROCKWOOD WEALTH MANAGEMENT, LLC$374,043$784,652,606$22,532,749$807,185,355
38DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
39SMITHBRIDGE ASSET MANAGEMENT INC$1,533,045$291,981,520$19,226,529$311,208,049
40DOMANI WEALTH, LLC$473,257$1,298,726,562$15,507,411$1,314,233,973
41FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
42FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
43ENTRUST FINANCIAL LLC$201,192$155,173,389$13,224,031$168,397,420
44COVINGTON INVESTMENT ADVISORS, INC.$1,164,307$435,427,519$12,830,785$448,258,304
45ASPIRE WEALTH ARCHITECTS$435,499$162,409,169$12,226,062$174,635,231
46LEGEND FINANCIAL ADVISORS INC$310,232$292,253,494$12,084,160$304,337,654
47TOWERCREST CAPITAL MANAGEMENT, LLC$474,473$449,966,790$11,220,966$461,187,756
48SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
49THE MARSHALL FINANCIAL GROUP, INC$454,891$656,921,156$10,403,351$667,324,507
50VALLEY BROOK CAPITAL GROUP$475,286$119,950,053$9,803,035$129,753,088
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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.