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
1Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
2Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
3Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
4Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
5Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
6LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
7Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
8Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
9LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
10BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
11Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
12FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
13Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
14Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
15DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
16INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
17RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
18Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
19Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
20Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
21Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
22Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
23Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
24Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
25River Wealth Advisors LLC$432,734$818,300,220$818,300,220
26Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
27Aufman Associates Inc$3,473,100$764,081,967$764,081,967
28Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
29WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
30The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
31Traynor Capital Management, Inc.$373,271$608,240,360$117,772,448$726,012,808
32Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
33Ellis Investment Partners, LLC$399,717$602,690,173$49,648,029$652,338,202
34The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
35Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
36ISI Financial Group Inc$316,403$610,025,923$610,025,923
37PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
38Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
39Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
40Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
41Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
42Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
43Covington Investment Advisors, Inc.$1,183,736$489,873,570$16,765,493$506,639,063
44Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
45Towercrest Capital Management, LLC$468,781$496,907,478$496,907,478
46FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
47Parsons Capital Management, LLC$325,118$467,195,101$467,195,101
48Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
49IAM Advisory LLC$203,903$451,237,484$451,237,484
50Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
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Showing 1 to 50 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.