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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
2Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
3Waldron Private Wealth$11,250,772$2,505,040,976$3,881,137$2,508,922,113
4Forbes Family Trust$7,131,676$379,100,501$754,835,929$1,133,936,430
5Arin Risk Advisors Llc$6,643,836$485,000,000$485,000,000
6Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
7Veritable Lp$5,011,173$16,895,398,816$453,282,471$17,348,681,287
8Aufman Associates Inc$3,363,564$723,166,215$723,166,215
9Gkfo, Llc$2,826,449$256,182,374$306,281,042$562,463,416
10Persimmon Capital Management Lp$2,607,161$103,217,000$139,249,000$242,466,000
11Lgl Partners, Llc$2,538,860$676,989,285$770,161,170$1,447,150,455
12Wright Associates$2,130,348$200,252,721$200,252,721
13Gibson Capital, Llc$2,096,833$1,725,280,126$98,964,956$1,824,245,082
14Prudent Management Associates$1,844,909$1,101,410,707$1,101,410,707
15Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
16Smithbridge Asset Management Inc$1,533,045$291,981,520$19,226,529$311,208,049
17Logan Capital Management, Inc.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
18Rkl Wealth Management Llc$1,260,696$969,524,415$73,070,895$1,042,595,310
19Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
20Covington Investment Advisors, Inc.$1,164,307$435,427,519$12,830,785$448,258,304
21Oak Grove Capital, Llc$1,135,323$292,913,251$292,913,251
22Obrien Greene & Co Inc$1,092,427$258,891,170$39,341,289$298,232,459
23Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
24Barnstone Advisors Llc$1,018,228$129,315,000$129,315,000
25Cookson Peirce Wealth Management$1,016,464$1,255,332,677$1,255,332,677
26Traynor Capital Management$1,000,000$410,000,000$70,000,000$480,000,000
27Flagship Capital Management Inc$891,525$105,200,000$105,200,000
28Godshalk Welsh Capital Management, Inc.$887,522$232,530,872$232,530,872
29Baldwin Investment Management, Llc$870,026$465,326,899$335,966,620$801,293,519
30Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
31Trebuchet Consulting, Llc$760,713$368,946,001$368,946,001
32Warren Financial Service$738,277$206,727,449$3,681,540$210,408,989
33Sage Financial Group Inc.$737,200$1,951,197,480$244,183,786$2,195,381,266
34Rtd Financial Advisors Inc$732,121$1,607,219,986$21,017,512$1,628,237,498
35Dt Investment Partners, Llc$715,924$1,330,799,689$21,579,992$1,352,379,681
36B & L Asset Management, Llc$700,734$168,708,938$3,671,715$172,380,653
37Radnor Financial Advisors, Llc$699,730$1,871,078,384$1,871,078,384
38The Fairman Group, Llc$662,734$311,567,588$261,034,501$572,602,089
39Wedgewood Investors Inc$644,367$196,531,882$196,531,882
40Asset Planning Services Ltd.$612,999$860,465,650$6,314,967$866,780,617
41Apex Financial Advisors, Inc$589,163$303,510,359$8,156,686$311,667,045
42Blb & B Advisors, Llc$589,086$1,263,340,094$158,123,254$1,421,463,348
43Youngs Advisory Group, Inc.$575,973$444,651,484$444,651,484
44Hotaling Investment Management, Llc$538,042$247,499,327$247,499,327
45Mb, Levis & Associates,Llc$512,236$270,972,956$270,972,956
46Pennsylvania Capital Management Inc.$502,114$319,379,284$144,072,180$463,451,464
47Riggs Asset Management Co Inc$483,181$346,728,980$3,577,278$350,306,258
48Towercrest Capital Management, Llc$474,473$449,966,790$11,220,966$461,187,756
49Domani Wealth, Llc$473,257$1,298,726,562$15,507,411$1,314,233,973
50Commonwealth Advisory Group, Ltd.$469,951$435,644,719$435,644,719
Next Page »

Showing 1 to 50 of 108 entries

Page 1 | 2 | 3

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.