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
1Mill Creek Capital Advisors$16,685,607$5,083,322,190$539,727,276$5,623,049,466
2Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
3Wharton Business Group, LLC$8,084,454$2,097,991,451$230,331,242$2,328,322,693
4Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
5Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
6LGL Partners, LLC$4,431,076$642,519,389$1,129,910,885$1,772,430,274
7Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
8Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
9GKFO$3,028,494$181,994,506$326,792,551$508,787,057
10Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
11Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
12Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
13Roof Advisory Group, Inc.$1,992,686$444,109,212$32,142,643$476,251,855
14Oak Grove Capital, LLC$1,724,554$132,790,647$132,790,647
15Prowell Financial Management, LLC$1,676,445$233,025,815$233,025,815
16Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
17Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
18Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
19Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
20Domani Wealth$1,160,947$1,055,910,065$15,644,037$1,071,554,102
21Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
22RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
23Covington Investment Advisors, Inc.$955,819$340,943,939$9,841,684$350,785,623
24Roble, Belko and Company, Inc.$932,139$611,482,883$611,482,883
25Barnstone Advisors LLC$851,292$105,560,171$105,560,171
26Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
27Baldwin Investment Management$737,201$393,582,804$308,969,805$702,552,609
28Trebuchet Consulting$686,184$288,883,503$288,883,503
29Independence Advisors$680,797$921,099,497$2,061,764$923,161,261
30Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
31Radnor Financial Advisors, LLC$628,244$1,600,764,456$1,600,764,456
32Traynor Capital Management$626,168$290,000,000$45,000,000$335,000,000
33Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
34B & L Asset Management$606,185$148,987,635$3,164,842$152,152,477
35The Fairman Group$574,236$241,646,943$229,800,982$471,447,925
36Wedgewood Investors Inc$566,968$180,862,882$180,862,882
37Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
38Hotaling Investment Management, LLC$516,342$194,603,572$16,063,953$210,667,525
39Aspire Wealth Architects$484,454$164,714,375$164,714,375
40Asset Planning Services Ltd..$471,513$748,209,908$13,755,239$761,965,147
41MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
42Towercrest Capital Management$446,773$391,614,735$10,927,509$402,542,244
43Apex Financial Advisors, Inc$443,361$259,521,938$8,268,183$267,790,121
44Stillwater Capital Advisors$431,625$713,295,965$105,927,581$819,223,546
45Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
46Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
47Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
48Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
49Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
50The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
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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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