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
101Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
102OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
103Covington Investment Advisors, Inc.$1,183,736$489,873,570$16,765,493$506,639,063
104The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
105Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
106Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
107Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
108Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
109LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
110RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
111Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
112Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
113Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
114Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
115Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
116Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
117Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
118Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
119LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
120Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
121Aufman Associates Inc$3,473,100$764,081,967$764,081,967
122Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
123Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
124Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
125FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
126Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
127Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
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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.

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*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.