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