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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
2Apex Financial Advisors, Inc$443,361$259,521,938$8,268,183$267,790,121
3Aspire Wealth Architects$484,454$164,714,375$164,714,375
4Asset Planning Services Ltd..$471,513$748,209,908$13,755,239$761,965,147
5Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
6Atwater Malick, LLC$352,125$215,500,278$215,500,278
7Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
8B & L Asset Management$606,185$148,987,635$3,164,842$152,152,477
9Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
10Baldwin Investment Management$737,201$393,582,804$308,969,805$702,552,609
11Barnstone Advisors LLC$851,292$105,560,171$105,560,171
12Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
13Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
14Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
15Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
16Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
17Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
18Covington Investment Advisors, Inc.$955,819$340,943,939$9,841,684$350,785,623
19Crossgate Wealth Advisors, LLC$245,966$140,238,771$1,191,721$141,430,492
20Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
21Domani Wealth$1,160,947$1,055,910,065$15,644,037$1,071,554,102
22Econ Wealth Management$123,249$112,896,342$112,896,342
23Efficient Advisors$178,997$1,075,054,158$1,075,054,158
24Entrust Financial, LLC$203,405$126,484,271$9,796,851$136,281,122
25Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
26Financial Coach$348,184$174,440,377$174,440,377
27FMA Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
28GKFO$3,028,494$181,994,506$326,792,551$508,787,057
29Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
30Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
31HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
32Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
33Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
34Hoey Investments, Inc.$181,579$158,700,000$158,700,000
35Hotaling Investment Management, LLC$516,342$194,603,572$16,063,953$210,667,525
36Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
37Independence Advisors$680,797$921,099,497$2,061,764$923,161,261
38Invariant Investment Management$166,043$134,453,643$1,535,872$135,989,515
39ISI Financial Group Inc$253,257$441,174,313$441,174,313
40Kades & Cheifetz, LLC$327,755$288,424,584$288,424,584
41Kapusta Financial Group$134,742$110,218,720$110,218,720
42Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
43LGL Partners, LLC$4,431,076$642,519,389$1,129,910,885$1,772,430,274
44Lifeguide Financial Advisors, LLC$107,746$162,137,965$4,222,465$166,360,430
45MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
46McAdam LLC$104,237$406,455,720$487,289$406,943,009
47McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
48Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
49Mill Creek Capital Advisors$16,685,607$5,083,322,190$539,727,276$5,623,049,466
50Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
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Showing 1 to 50 of 90 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 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.

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