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
1Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
2Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
3FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
4Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
5Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
6Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
7Aufman Associates Inc$3,473,100$764,081,967$764,081,967
8Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
9LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
10Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
11Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
12Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
13Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
14Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
15Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
16Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
17Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
18RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
19LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
20Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
21Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
22Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
23Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
24The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
25Covington Investment Advisors, Inc.$1,183,736$489,873,570$16,765,493$506,639,063
26OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
27Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
28Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
29Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
30Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
31Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
32Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
33INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
34B & L Asset Management, LLC$812,233$197,965,417$1,031,763$198,997,180
35Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
36DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
37Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
38Apex Financial Advisors, Inc$690,338$360,182,548$3,625,594$363,808,142
39The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
40Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
4146 Peaks LLC$666,256$163,899,000$163,899,000
42Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
43BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
44Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
45Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
46Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
47Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
48Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
49Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
50Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
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Showing 1 to 50 of 127 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 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.