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 INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
2ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
3ALLIANCE WEALTH ADVISORS, LLC$269,510$239,863,522$239,863,522
4ANDESA FINANCIAL MANAGEMENT, INC.$450,380$271,088,974$36,970,706$308,059,680
5APEX FINANCIAL ADVISORS, INC$589,163$303,510,359$8,156,686$311,667,045
6ARIN RISK ADVISORS LLC$6,643,836$485,000,000$485,000,000
7ASPIRE WEALTH ARCHITECTS$435,499$162,409,169$12,226,062$174,635,231
8ASSET PLANNING SERVICES LTD.$612,999$860,465,650$6,314,967$866,780,617
9ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
10ATWATER MALICK$392,982$282,947,287$282,947,287
11AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
12B & L ASSET MANAGEMENT, LLC$700,734$168,708,938$3,671,715$172,380,653
13BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
14BALDWIN INVESTMENT MANAGEMENT, LLC$870,026$465,326,899$335,966,620$801,293,519
15BARNSTONE ADVISORS LLC$1,018,228$129,315,000$129,315,000
16BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC$568,729$245,122,257$245,122,257
17BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
18BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
19CHANCELLOR FINANCIAL GROUP WB LP$204,274$98,112,570$27,107,527$125,220,097
20CHRISTINE MESSMER, P.C.$714,000$1,305,106$115,790,923$117,096,029
21CMG CAPITAL MANAGEMENT GROUP, INC.$195,818$249,613,300$53,121,047$302,734,347
22COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
23CONSERVEST CAPITAL ADVISORS INC$5,768,557$1,315,230,917$1,315,230,917
24COVERED BRIDGE ADVISORS, LLC$214,183$93,208,162$22,665,045$115,873,207
25COVINGTON INVESTMENT ADVISORS, INC.$1,164,307$435,427,519$12,830,785$448,258,304
26CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
27DOMANI WEALTH, LLC$473,257$1,298,726,562$15,507,411$1,314,233,973
28DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
29ECON WEALTH MANAGEMENT$176,900$117,107,706$117,107,706
30ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
31ENTRUST FINANCIAL LLC$201,192$155,173,389$13,224,031$168,397,420
32EWA, LLC$171,087$156,202,208$156,202,208
33FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
34FINANCIAL COACH$378,192$191,743,212$191,743,212
35FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
36FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
37FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
38FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
39GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
40GKFO, LLC$2,826,449$256,182,374$306,281,042$562,463,416
41GODSHALK WELSH CAPITAL MANAGEMENT, INC.$887,522$232,530,872$232,530,872
42GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
43GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
44HENRY H. ARMSTRONG ASSOCIATES, INC.$5,824,330$797,034,036$899,156$797,933,192
45HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
46HOTALING INVESTMENT MANAGEMENT, LLC$538,042$247,499,327$247,499,327
47HYPERION PARTNERS, LLC$264,067$155,387,550$6,749,393$162,136,943
48IAM ADVISORY LLC$177,961$349,221,319$7,768,408$356,989,727
49INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
50INVARIANT INVESTMENT MANAGEMENT$201,776$146,965,983$1,742,937$148,708,920
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Showing 1 to 50 of 116 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 Sabrina Straub.

*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.