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
10Aufman Associates Inc$3,363,564$723,166,215$723,166,215
11B & L Asset Management, Llc$700,734$168,708,938$3,671,715$172,380,653
12Baldrige Asset Management$466,603$382,659,135$39,150,311$421,809,446
13Baldwin Investment Management, Llc$870,026$465,326,899$335,966,620$801,293,519
14Barnstone Advisors Llc$1,018,228$129,315,000$129,315,000
15Blb & B Advisors, Llc$589,086$1,263,340,094$158,123,254$1,421,463,348
16Bluesphere Advisors Llc$238,095$80,000,000$45,000,000$125,000,000
17Braun-Bostich & Associates Inc.$242,961$201,962,350$1,639,183$203,601,533
18Cmg Capital Management Group, Inc.$195,818$249,613,300$53,121,047$302,734,347
19Commonwealth Advisory Group, Ltd.$469,951$435,644,719$435,644,719
20Comprehensive Financial Planning Inc$358,703$115,451,526$6,866,173$122,317,699
21Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
22Cookson Peirce Wealth Management$1,016,464$1,255,332,677$1,255,332,677
23Covered Bridge Advisors, Llc$214,183$93,208,162$22,665,045$115,873,207
24Covington Investment Advisors, Inc.$1,164,307$435,427,519$12,830,785$448,258,304
25Crossgate Wealth Advisors, Llc$292,212$159,834,444$1,466,426$161,300,870
26Dinuzzo Private Wealth, Inc.$317,311$780,267,999$780,267,999
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
30Econ Wealth Management$176,900$117,107,706$117,107,706
31Efficient Advisors$200,736$1,279,952,666$6,762,074$1,286,714,740
32Entrust Financial Llc$201,192$155,173,389$13,224,031$168,397,420
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$7,131,676$379,100,501$754,835,929$1,133,936,430
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$453,015$422,360,486$26,124,562$448,485,048
43Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
44Hbks Wealth Advisors$312,252$3,903,130,584$70,275,352$3,973,405,936
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
48Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
49Invariant Investment Management$201,776$146,965,983$1,742,937$148,708,920
50Isi Financial Group Inc$265,129$512,493,993$512,493,993
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Showing 1 to 50 of 108 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.