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
51Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
52Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
53MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
54WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
55Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
56SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
57Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
58Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
59The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
60Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
61Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
62Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
63Red Wave Investments LLC$481,590$301,956,790$301,956,790
64Towercrest Capital Management, LLC$468,781$496,907,478$496,907,478
65Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
66Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
67The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
68Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
69River Wealth Advisors LLC$432,734$818,300,220$818,300,220
70Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
71Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
72FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
73Atwater Malick, LLC$416,919$311,021,341$311,021,341
74FC Advisory, LLC$415,224$222,975,352$222,975,352
75Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
76COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
77Ellis Investment Partners, LLC$399,717$602,690,173$49,648,029$652,338,202
78Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
79Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
80Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
81Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
82Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
83Traynor Capital Management, Inc.$373,271$608,240,360$117,772,448$726,012,808
84Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
85Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
86Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
87Parsons Capital Management, LLC$325,118$467,195,101$467,195,101
88Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
89ISI Financial Group Inc$316,403$610,025,923$610,025,923
90Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
91Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
92Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
93Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
94Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
95Hoey Investments, Inc.$311,165$312,098,208$312,098,208
96Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
97Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
98Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
99Planning Capital Management Corp.$283,753$189,547,078$189,547,078
100CMG Capital Management Group, Inc.$271,461$206,575,079$25,524,140$232,099,219
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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.