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
51The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
52Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
53The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
54SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
55FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
56Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
57Econ Financial Services Corporation$218,541$126,430,582$9,720,705$136,151,287
58Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
59Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
60Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
61Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
62Macro Advisors, Inc.$133,092$153,364,519$5,281,125$158,645,644
63MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
64Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
65Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
66Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
67Lifeguide Financial Advisors, LLC$133,708$263,256,648$4,293,358$267,550,006
68Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
69Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
70Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
71Apex Financial Advisors, Inc$690,338$360,182,548$3,625,594$363,808,142
72INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
73Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
74Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
75Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
76Invariant Investment Management LLC$217,188$180,294,498$1,492,027$181,786,525
77Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
78Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
79B & L Asset Management, LLC$812,233$197,965,417$1,031,763$198,997,180
80Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
81EWA, LLC$133,756$198,806,844$623,631$199,430,475
82PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
83Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
84Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
85Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
86ISI Financial Group Inc$316,403$610,025,923$610,025,923
87Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
88Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
89Towercrest Capital Management, LLC$468,781$496,907,478$496,907,478
90Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
91Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
92Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
93Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
94MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
95River Wealth Advisors LLC$432,734$818,300,220$818,300,220
96Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
97Parsons Capital Management, LLC$325,118$467,195,101$467,195,101
98Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
99Hoey Investments, Inc.$311,165$312,098,208$312,098,208
100Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
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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.