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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
2WALDRON PRIVATE WEALTH$11,250,772$2,505,040,976$3,881,137$2,508,922,113
3WHARTON BUSINESS GROUP, LLC$21,127,956$2,133,871,126$211,332,005$2,345,203,131
4SAGE FINANCIAL GROUP INC.$737,200$1,951,197,480$244,183,786$2,195,381,266
5LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
6RADNOR FINANCIAL ADVISORS, LLC$699,730$1,871,078,384$1,871,078,384
7GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
8ROFFMAN MILLER ASSOCIATES INC$1,438,914$1,708,232,445$27,098,435$1,735,330,880
9BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
10GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
11LGL PARTNERS, LLC$2,380,687$666,858,444$713,940,300$1,380,798,744
12DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
13INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
14CONSERVEST CAPITAL ADVISORS INC$5,768,557$1,315,230,917$1,315,230,917
15DOMANI WEALTH, LLC$473,257$1,298,726,562$15,507,411$1,314,233,973
16FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
17PRUDENT MANAGEMENT ASSOCIATES$1,844,909$1,101,410,707$1,101,410,707
18RODGERS & ASSOCIATES$336,038$1,050,118,206$1,050,118,206
19RKL WEALTH MANAGEMENT LLC$1,260,696$969,524,415$73,070,895$1,042,595,310
20ASSET PLANNING SERVICES LTD.$612,999$860,465,650$6,314,967$866,780,617
21LEHMAN FINANCIAL RESOURCES$463,596$811,755,999$811,755,999
22ROCKWOOD WEALTH MANAGEMENT, LLC$374,043$784,652,606$22,532,749$807,185,355
23BALDWIN INVESTMENT MANAGEMENT, LLC$870,026$465,326,899$335,966,620$801,293,519
24HENRY H. ARMSTRONG ASSOCIATES, INC.$5,824,330$797,034,036$899,156$797,933,192
25WEST CAPITAL MANAGEMENT$416,187$761,129,724$32,955,887$794,085,611
26ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
27AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
28STILLWATER CAPITAL ADVISORS, LLC$430,453$619,536,966$87,267,458$706,804,424
29THE MARSHALL FINANCIAL GROUP, INC$454,891$656,921,156$10,403,351$667,324,507
30RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
31ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
32PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
33THE FAIRMAN GROUP, LLC$662,734$311,567,588$261,034,501$572,602,089
34GKFO, LLC$2,826,449$256,182,374$306,281,042$562,463,416
35ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
36GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
37ARIN RISK ADVISORS LLC$6,643,836$485,000,000$485,000,000
38TRAYNOR CAPITAL MANAGEMENT$1,000,000$410,000,000$70,000,000$480,000,000
39PENNSYLVANIA CAPITAL MANAGEMENT INC.$502,114$319,379,284$144,072,180$463,451,464
40TOWERCREST CAPITAL MANAGEMENT, LLC$474,473$449,966,790$11,220,966$461,187,756
41COVINGTON INVESTMENT ADVISORS, INC.$1,164,307$435,427,519$12,830,785$448,258,304
42YOUNGS ADVISORY GROUP, INC.$575,973$444,651,484$444,651,484
43FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
44BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
45THRIVE WEALTH MANAGEMENT, LLC$342,793$367,250,530$35,873,632$403,124,162
46ROOTSTOCK ADVISORS$1,676,329$163,077,304$209,067,638$372,144,942
47TREBUCHET CONSULTING, LLC$760,713$368,946,001$368,946,001
48PARSONS CAPITAL MANAGEMENT, LLC$256,510$368,604,360$368,604,360
49IAM ADVISORY LLC$177,961$349,221,319$7,768,408$356,989,727
50RIGGS ASSET MANAGEMENT CO INC$483,181$346,728,980$3,577,278$350,306,258
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*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.