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
146 Peaks LLC$666,256$163,899,000$163,899,000
2Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
3Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
4Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
5Apex Financial Advisors, Inc$690,338$360,182,548$3,625,594$363,808,142
6Archetype Advisors, LLC$195,479$100,085,333$100,085,333
7Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
8Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
9Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
10Atwater Malick, LLC$416,919$311,021,341$311,021,341
11Aufman Associates Inc$3,473,100$764,081,967$764,081,967
12Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
13B & L Asset Management, LLC$812,233$197,965,417$1,031,763$198,997,180
14Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
15Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
16Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
17Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
18Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
19BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
20Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
21Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
22Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
23Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
24CMG Capital Management Group, Inc.$271,461$206,575,079$25,524,140$232,099,219
25COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
26Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
27Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
28Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
29Covington Investment Advisors, Inc.$1,183,736$489,873,570$16,765,493$506,639,063
30Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
31Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
32DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
33Econ Financial Services Corporation$218,541$126,430,582$9,720,705$136,151,287
34Ellis Investment Partners, LLC$399,717$602,690,173$49,648,029$652,338,202
35Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
36Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
37Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
38EWA, LLC$133,756$198,806,844$623,631$199,430,475
39FC Advisory, LLC$415,224$222,975,352$222,975,352
40FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
41Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
42Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
43FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
44Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
45Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
46Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
47Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
48Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
49Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
50Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
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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.