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
101Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
102Aufman Associates Inc$3,473,100$764,081,967$764,081,967
103Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
104Atwater Malick, LLC$416,919$311,021,341$311,021,341
10546 Peaks LLC$666,256$163,899,000$163,899,000
106IAM Advisory LLC$203,903$451,237,484$451,237,484
107Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
108Red Wave Investments LLC$481,590$301,956,790$301,956,790
109Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
110Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
111FC Advisory, LLC$415,224$222,975,352$222,975,352
112Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
113Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
114OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
115Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
116Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
117Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
118ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
119Planning Capital Management Corp.$283,753$189,547,078$189,547,078
120Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
121Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
122Archetype Advisors, LLC$195,479$100,085,333$100,085,333
123SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
124Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
125Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
126Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
127Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
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Showing 101 to 127 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.