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
1Veritable Lp$5,011,173$16,895,398,816$453,282,471$17,348,681,287
2Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
3Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
4Hbks Wealth Advisors$312,252$3,903,130,584$70,275,352$3,973,405,936
5Waldron Private Wealth$11,250,772$2,505,040,976$3,881,137$2,508,922,113
6Sage Financial Group Inc.$737,200$1,951,197,480$244,183,786$2,195,381,266
7Logan Capital Management, Inc.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
8Radnor Financial Advisors, Llc$699,730$1,871,078,384$1,871,078,384
9Gibson Capital, Llc$2,096,833$1,725,280,126$98,964,956$1,824,245,082
10Rtd Financial Advisors Inc$732,121$1,607,219,986$21,017,512$1,628,237,498
11Lgl Partners, Llc$2,538,860$676,989,285$770,161,170$1,447,150,455
12Blb & B Advisors, Llc$589,086$1,263,340,094$158,123,254$1,421,463,348
13Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
14Dt Investment Partners, Llc$715,924$1,330,799,689$21,579,992$1,352,379,681
15Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
16Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
17Domani Wealth, Llc$473,257$1,298,726,562$15,507,411$1,314,233,973
18Efficient Advisors$200,736$1,279,952,666$6,762,074$1,286,714,740
19Cookson Peirce Wealth Management$1,016,464$1,255,332,677$1,255,332,677
20Forbes Family Trust$7,131,676$379,100,501$754,835,929$1,133,936,430
21Prudent Management Associates$1,844,909$1,101,410,707$1,101,410,707
22Rodgers & Associates$336,038$1,050,118,206$1,050,118,206
23Rkl Wealth Management Llc$1,260,696$969,524,415$73,070,895$1,042,595,310
24Asset Planning Services Ltd.$612,999$860,465,650$6,314,967$866,780,617
25Lehman Financial Resources$463,596$811,755,999$811,755,999
26Baldwin Investment Management, Llc$870,026$465,326,899$335,966,620$801,293,519
27Dinuzzo Private Wealth, Inc.$317,311$780,267,999$780,267,999
28Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
29Aufman Associates Inc$3,363,564$723,166,215$723,166,215
30Stillwater Capital Advisors, Llc$430,453$619,536,966$87,267,458$706,804,424
31The Marshall Financial Group, Inc$454,891$656,921,156$10,403,351$667,324,507
32River Wealth Advisors Llc$380,204$639,882,519$639,882,519
33Mcadam Llc$129,823$599,448,895$594,752$600,043,647
34Pwa Wealth Management$260,321$574,457,612$591,704$575,049,316
35The Fairman Group, Llc$662,734$311,567,588$261,034,501$572,602,089
36Gkfo, Llc$2,826,449$256,182,374$306,281,042$562,463,416
37Isi Financial Group Inc$265,129$512,493,993$512,493,993
38Arin Risk Advisors Llc$6,643,836$485,000,000$485,000,000
39Traynor Capital Management$1,000,000$410,000,000$70,000,000$480,000,000
40Pennsylvania Capital Management Inc.$502,114$319,379,284$144,072,180$463,451,464
41Towercrest Capital Management, Llc$474,473$449,966,790$11,220,966$461,187,756
42Grant Street Asset Management Inc$453,015$422,360,486$26,124,562$448,485,048
43Covington Investment Advisors, Inc.$1,164,307$435,427,519$12,830,785$448,258,304
44Youngs Advisory Group, Inc.$575,973$444,651,484$444,651,484
45Fma Advisory Inc$401,956$423,416,505$14,313,150$437,729,655
46Commonwealth Advisory Group, Ltd.$469,951$435,644,719$435,644,719
47Baldrige Asset Management$466,603$382,659,135$39,150,311$421,809,446
48Thrive Wealth Management, Llc$342,793$367,250,530$35,873,632$403,124,162
49Trebuchet Consulting, Llc$760,713$368,946,001$368,946,001
50Parsons Capital Management, Llc$256,510$368,604,360$368,604,360
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Showing 1 to 50 of 108 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.