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
51Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
52Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
53Apex Financial Advisors, Inc$690,338$360,182,548$3,625,594$363,808,142
54Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
55Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
56Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
57Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
58MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
59SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
60Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
61Hoey Investments, Inc.$311,165$312,098,208$312,098,208
62Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
63Atwater Malick, LLC$416,919$311,021,341$311,021,341
64MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
65Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
66Red Wave Investments LLC$481,590$301,956,790$301,956,790
67Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
68OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
69Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
70The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
71Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
72Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
73Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
74Lifeguide Financial Advisors, LLC$133,708$263,256,648$4,293,358$267,550,006
75Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
76Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
77Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
78McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
79Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
80Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
81CMG Capital Management Group, Inc.$271,461$206,575,079$25,524,140$232,099,219
82Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
83FC Advisory, LLC$415,224$222,975,352$222,975,352
84Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
85Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
86Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
87Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
88Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
89Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
90Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
91Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
92EWA, LLC$133,756$198,806,844$623,631$199,430,475
93B & L Asset Management, LLC$812,233$197,965,417$1,031,763$198,997,180
94Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
95Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
96Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
97Planning Capital Management Corp.$283,753$189,547,078$189,547,078
98Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
99Invariant Investment Management LLC$217,188$180,294,498$1,492,027$181,786,525
100Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
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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 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.