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
51Ellis Investment Partners, LLC$399,717$602,690,173$49,648,029$652,338,202
52COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
53Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
54FC Advisory, LLC$415,224$222,975,352$222,975,352
55Atwater Malick, LLC$416,919$311,021,341$311,021,341
56FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
57Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
58Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
59River Wealth Advisors LLC$432,734$818,300,220$818,300,220
60Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
61The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
62Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
63Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
64Towercrest Capital Management, LLC$468,781$496,907,478$496,907,478
65Red Wave Investments LLC$481,590$301,956,790$301,956,790
66Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
67Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
68Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
69The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
70Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
71Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
72SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
73Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
74WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
75MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
76Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
77Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
78Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
79Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
80Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
81Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
82Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
83Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
84Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
85BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
86Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
8746 Peaks LLC$666,256$163,899,000$163,899,000
88Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
89The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
90Apex Financial Advisors, Inc$690,338$360,182,548$3,625,594$363,808,142
91Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
92DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
93Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
94B & L Asset Management, LLC$812,233$197,965,417$1,031,763$198,997,180
95INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
96Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
97Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
98Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
99Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
100Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
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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.