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
1McAdam LLC$104,237$406,455,720$487,289$406,943,009
2Lifeguide Financial Advisors, LLC$107,746$162,137,965$4,222,465$166,360,430
3Econ Wealth Management$123,249$112,896,342$112,896,342
4Kapusta Financial Group$134,742$110,218,720$110,218,720
5McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
6Stewardship Advisors, LLC$160,347$180,390,560$180,390,560
7Invariant Investment Management$166,043$134,453,643$1,535,872$135,989,515
8PSI Capital Management$167,915$170,148,547$1,461,000$171,609,547
9Efficient Advisors$178,997$1,075,054,158$1,075,054,158
10Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
11Hoey Investments, Inc.$181,579$158,700,000$158,700,000
12Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
13Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
14Entrust Financial, LLC$203,405$126,484,271$9,796,851$136,281,122
15Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
16Tucker Financial Services, Inc.$208,804$118,837,292$181,100$119,018,392
17Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
18Wealth Management Solutions$214,451$140,465,302$140,465,302
19Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
20TGS Financial Advisors$239,310$274,488,624$274,488,624
21Crossgate Wealth Advisors, LLC$245,966$140,238,771$1,191,721$141,430,492
22Sevenbridge Financial Group, LLC$250,881$256,400,000$256,400,000
23ISI Financial Group Inc$253,257$441,174,313$441,174,313
24Rodgers & Associates$285,155$862,593,459$862,593,459
25HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
26Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
27Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
28Trinity Wealth Management, LLC$315,931$85,130,461$15,019,762$100,150,223
29Rockwood Wealth Management$318,577$597,025,840$75,171,961$672,197,801
30River Wealth Advisors LLC$321,691$491,543,888$491,543,888
31Kades & Cheifetz, LLC$327,755$288,424,584$288,424,584
32Thrive Wealth Management, LLC$329,306$247,648,216$30,944,696$278,592,912
33Morton Brown Family Wealth LLC$334,678$109,021,738$2,760,632$111,782,370
34Financial Coach$348,184$174,440,377$174,440,377
35Atwater Malick, LLC$352,125$215,500,278$215,500,278
36Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
37FMA Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
38SFG Investment Advisors, Inc.$375,673$211,504,040$211,504,040
39Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
40Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
41The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
42Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
43Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
44Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
45Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
46Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
47Stillwater Capital Advisors$431,625$713,295,965$105,927,581$819,223,546
48Apex Financial Advisors, Inc$443,361$259,521,938$8,268,183$267,790,121
49Towercrest Capital Management$446,773$391,614,735$10,927,509$402,542,244
50MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
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Showing 1 to 50 of 90 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 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.

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