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
51Sevenbridge Financial Group, LLC$250,881$256,400,000$256,400,000
52Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
53Prowell Financial Management, LLC$1,676,445$233,025,815$233,025,815
54MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
55Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
56Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
57Atwater Malick, LLC$352,125$215,500,278$215,500,278
58McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
59SFG Investment Advisors, Inc.$375,673$211,504,040$211,504,040
60Hotaling Investment Management, LLC$516,342$194,603,572$16,063,953$210,667,525
61Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
62Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
63Wedgewood Investors Inc$566,968$180,862,882$180,862,882
64Stewardship Advisors, LLC$160,347$180,390,560$180,390,560
65Financial Coach$348,184$174,440,377$174,440,377
66PSI Capital Management$167,915$170,148,547$1,461,000$171,609,547
67Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
68Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
69Lifeguide Financial Advisors, LLC$107,746$162,137,965$4,222,465$166,360,430
70Aspire Wealth Architects$484,454$164,714,375$164,714,375
71Hoey Investments, Inc.$181,579$158,700,000$158,700,000
72B & L Asset Management$606,185$148,987,635$3,164,842$152,152,477
73Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
74Crossgate Wealth Advisors, LLC$245,966$140,238,771$1,191,721$141,430,492
75Wealth Management Solutions$214,451$140,465,302$140,465,302
76Entrust Financial, LLC$203,405$126,484,271$9,796,851$136,281,122
77Invariant Investment Management$166,043$134,453,643$1,535,872$135,989,515
78Oak Grove Capital, LLC$1,724,554$132,790,647$132,790,647
79Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
80Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
81Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
82Tucker Financial Services, Inc.$208,804$118,837,292$181,100$119,018,392
83Econ Wealth Management$123,249$112,896,342$112,896,342
84Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
85Morton Brown Family Wealth LLC$334,678$109,021,738$2,760,632$111,782,370
86Kapusta Financial Group$134,742$110,218,720$110,218,720
87Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
88Barnstone Advisors LLC$851,292$105,560,171$105,560,171
89Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
90Trinity Wealth Management, LLC$315,931$85,130,461$15,019,762$100,150,223
« Previous Page

Showing 51 to 90 of 90 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.