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
1Trinity Wealth Management, LLC$315,931$85,130,461$15,019,762$100,150,223
2Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
3Barnstone Advisors LLC$851,292$105,560,171$105,560,171
4Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
5Kapusta Financial Group$134,742$110,218,720$110,218,720
6Morton Brown Family Wealth LLC$334,678$109,021,738$2,760,632$111,782,370
7Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
8Econ Wealth Management$123,249$112,896,342$112,896,342
9Tucker Financial Services, Inc.$208,804$118,837,292$181,100$119,018,392
10Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
11Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
12Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
13Oak Grove Capital, LLC$1,724,554$132,790,647$132,790,647
14Invariant Investment Management$166,043$134,453,643$1,535,872$135,989,515
15Entrust Financial, LLC$203,405$126,484,271$9,796,851$136,281,122
16Wealth Management Solutions$214,451$140,465,302$140,465,302
17Crossgate Wealth Advisors, LLC$245,966$140,238,771$1,191,721$141,430,492
18Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
19B & L Asset Management$606,185$148,987,635$3,164,842$152,152,477
20Hoey Investments, Inc.$181,579$158,700,000$158,700,000
21Aspire Wealth Architects$484,454$164,714,375$164,714,375
22Lifeguide Financial Advisors, LLC$107,746$162,137,965$4,222,465$166,360,430
23Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
24Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
25PSI Capital Management$167,915$170,148,547$1,461,000$171,609,547
26Financial Coach$348,184$174,440,377$174,440,377
27Stewardship Advisors, LLC$160,347$180,390,560$180,390,560
28Wedgewood Investors Inc$566,968$180,862,882$180,862,882
29Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
30Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
31Hotaling Investment Management, LLC$516,342$194,603,572$16,063,953$210,667,525
32SFG Investment Advisors, Inc.$375,673$211,504,040$211,504,040
33McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
34Atwater Malick, LLC$352,125$215,500,278$215,500,278
35Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
36Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
37MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
38Prowell Financial Management, LLC$1,676,445$233,025,815$233,025,815
39Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
40Sevenbridge Financial Group, LLC$250,881$256,400,000$256,400,000
41Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
42Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
43Apex Financial Advisors, Inc$443,361$259,521,938$8,268,183$267,790,121
44TGS Financial Advisors$239,310$274,488,624$274,488,624
45Thrive Wealth Management, LLC$329,306$247,648,216$30,944,696$278,592,912
46Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
47Kades & Cheifetz, LLC$327,755$288,424,584$288,424,584
48Trebuchet Consulting$686,184$288,883,503$288,883,503
49Traynor Capital Management$626,168$290,000,000$45,000,000$335,000,000
50Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
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Showing 1 to 50 of 90 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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