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.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 2 | PITTSBURGH FINANCIAL PLANNERS, INC. | $291,329 | $20,499,647 | $93,992,596 | $114,492,243 |
| 3 | NEWBRIDGE WEALTH MANAGEMENT | $133,188 | $115,740,000 | — | $115,740,000 |
| 4 | ARCHETYPE ADVISORS, LLC | $346,512 | $120,586,288 | — | $120,586,288 |
| 5 | VERICREST PRIVATE WEALTH, LLC | $1,121,753 | $121,149,333 | — | $121,149,333 |
| 6 | EHB FINANCIAL RESOURCES MANAGEMNT, INC. | $1,525,882 | — | $129,700,000 | $129,700,000 |
| 7 | STEVEN G. BLUM AND ASSOCIATES, LLC | $411,574 | — | $131,291,996 | $131,291,996 |
| 8 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 9 | ERICKSON FINANCIAL GROUP, LLC | $199,530 | $134,307,718 | $1,572,381 | $135,880,099 |
| 10 | STRUCTURED ASSET MANAGEMENT, INC. | $1,587,096 | $134,865,050 | $4,799,432 | $139,664,482 |
| 11 | ADDIS & HILL, INCORPORATED | $402,241 | $142,795,441 | — | $142,795,441 |
| 12 | KAPUSTA FINANCIAL GROUP | $159,115 | — | $144,794,956 | $144,794,956 |
| 13 | FLAGSHIP CAPITAL MANAGEMENT INC | $1,002,800 | $145,406,000 | — | $145,406,000 |
| 14 | THE SHARP FINANCIAL GROUP | $496,487 | $145,613,404 | $1,843,238 | $147,456,642 |
| 15 | COVERED BRIDGE ADVISORS, LLC | $292,080 | $134,604,985 | $12,895,273 | $147,500,258 |
| 16 | ECON WEALTH MANAGEMENT | $238,764 | $142,804,460 | $10,720,758 | $153,525,218 |
| 17 | EQUITA FINANCIAL NETWORK, INC. | $209,024 | $150,860,308 | $5,071,951 | $155,932,259 |
| 18 | B & L ASSET MANAGEMENT, LLC | $788,451 | $162,168,662 | $1,040,619 | $163,209,281 |
| 19 | BARNSTONE ADVISORS LLC | $1,116,735 | $164,160,000 | — | $164,160,000 |
| 20 | ATLAS WEALTH PARTNERS LLC | $227,228 | $168,148,951 | — | $168,148,951 |
| 21 | CHRISTINE MESSMER, P.C. | $335,351 | $1,232,132 | $168,119,940 | $169,352,072 |
| 22 | EXECUTIVE WEALTH COUNSELORS, LLC | $371,595 | $168,450,501 | $8,800,366 | $177,250,867 |
| 23 | VALLEY BROOK CAPITAL GROUP | $596,005 | $161,146,323 | $17,059,190 | $178,205,513 |
| 24 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 25 | FINANCIAL ADVISORY SERVICES, LLC | $231,528 | $181,749,115 | — | $181,749,115 |
| 26 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 27 | 46 PEAKS INVESTMENT ADVISORY GROUP | $571,541 | $182,321,461 | — | $182,321,461 |
| 28 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 29 | MACRO ADVISORS, INC. | $147,235 | $183,560,341 | $7,698,311 | $191,258,652 |
| 30 | THE ARANDA GROUP ADVISORS, LLC | $502,598 | $111,980,736 | $88,053,413 | $200,034,149 |
| 31 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
| 32 | TRINITY WEALTH MANAGEMENT, LLC | $426,939 | $168,190,878 | $34,605,151 | $202,796,029 |
| 33 | CHB INVESTMENT GROUP, LLC | $314,714 | $199,721,697 | $7,360,305 | $207,082,002 |
| 34 | BRAUN-BOSTICH & ASSOCIATES INC. | $210,785 | $209,072,856 | $2,976,401 | $212,049,257 |
| 35 | SENSENIG CAPITAL ADVISORS, INC. | $610,309 | $119,005,056 | $93,382,462 | $212,387,518 |
| 36 | FOREFRONT WEALTH MANAGEMENT | $517,247 | $191,251,658 | $23,923,186 | $215,174,844 |
| 37 | CROSSGATE WEALTH ADVISORS, LLC | $318,458 | $214,379,135 | $1,853,858 | $216,232,993 |
| 38 | WEDGEWOOD INVESTORS INC | $750,843 | $215,040,887 | $1,201,790 | $216,242,677 |
| 39 | EWA, LLC | $157,517 | $22,541,794 | $210,111,545 | $232,653,339 |
| 40 | ASPIRE WEALTH ARCHITECTS | $529,018 | $210,196,850 | $22,571,211 | $232,768,061 |
| 41 | BALLAST FINANCIAL ADVISORS, LLC | $213,989 | $90,896,370 | $142,993,760 | $233,890,130 |
| 42 | NORTHSTAR FINANCIAL COMPANIES, INC. | $318,869 | $225,437,000 | $9,888,000 | $235,325,000 |
| 43 | ENTRUST FINANCIAL LLC | $262,535 | $219,953,025 | $15,803,591 | $235,756,616 |
| 44 | STONECROP WEALTH ADVISORS, LLC | $427,229 | $234,429,857 | $1,827,558 | $236,257,415 |
| 45 | WMS WEALTH PLANNERS | $386,182 | $236,343,377 | — | $236,343,377 |
| 46 | MORTON BROWN FAMILY WEALTH LLC | $467,762 | $251,655,802 | — | $251,655,802 |
| 47 | PSI CAPITAL MANAGEMENT | $223,673 | $260,370,936 | $1,997,161 | $262,368,097 |
| 48 | COMPREHENSIVE FINANCIAL PLANNING INC | $573,004 | $231,995,944 | $32,159,019 | $264,154,963 |
| 49 | FINANCIAL COACH | $456,631 | $268,955,376 | — | $268,955,376 |
| 50 | PLANNING CAPITAL MANAGEMENT CORP. | $359,163 | $269,372,285 | — | $269,372,285 |
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.
