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 |
|---|---|---|---|---|---|
| 51 | GIBSON CAPITAL, LLC | $2,478,442 | $2,257,765,886 | $136,409,108 | $2,394,174,994 |
| 52 | GKFO, LLC | $2,754,407 | $294,989,266 | $330,261,182 | $625,250,448 |
| 53 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $1,110,973 | $281,076,292 | — | $281,076,292 |
| 54 | GRANT STREET ASSET MANAGEMENT INC | $605,358 | $587,617,819 | $8,054,423 | $595,672,242 |
| 55 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | $1,551,416 | $1,985,812,000 | — | $1,985,812,000 |
| 56 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 57 | HENRY H. ARMSTRONG ASSOCIATES, INC. | $7,328,180 | $1,055,257,923 | — | $1,055,257,923 |
| 58 | HOEY INVESTMENTS, INC. | $350,909 | $386,000,442 | — | $386,000,442 |
| 59 | HOTALING INVESTMENT MANAGEMENT, LLC | $652,882 | $353,209,299 | — | $353,209,299 |
| 60 | HYPERION PARTNERS, LLC | $400,414 | $308,472,449 | $7,454,127 | $315,926,576 |
| 61 | IAM ADVISORY LLC | $216,602 | $526,125,315 | — | $526,125,315 |
| 62 | ISI FINANCIAL GROUP INC | $359,529 | $721,935,095 | — | $721,935,095 |
| 63 | KADES & CHEIFETZ, LLC | $511,330 | $421,335,696 | — | $421,335,696 |
| 64 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
| 65 | KAPUSTA FINANCIAL GROUP | $159,115 | — | $144,794,956 | $144,794,956 |
| 66 | KISTLER-TIFFANY ADVISORS | $789,548 | $1,141,036,700 | $14,862,221 | $1,155,898,921 |
| 67 | LEGEND FINANCIAL ADVISORS INC | $372,600 | $288,854,448 | $10,716,305 | $299,570,753 |
| 68 | LEHMAN FINANCIAL RESOURCES | $460,538 | $1,074,895,757 | — | $1,074,895,757 |
| 69 | LGL PARTNERS, LLC | $2,196,647 | $692,617,513 | $425,475,614 | $1,118,093,127 |
| 70 | LIFEGUIDE FINANCIAL ADVISORS, LLC | $154,982 | $339,474,303 | $2,570,738 | $342,045,041 |
| 71 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 72 | LOUNTZIS ASSET MANAGEMENT, LLC | $1,696,123 | $415,550,049 | — | $415,550,049 |
| 73 | MACRO ADVISORS, INC. | $147,235 | $183,560,341 | $7,698,311 | $191,258,652 |
| 74 | MB, LEVIS & ASSOCIATES,LLC | $601,851 | $345,462,211 | — | $345,462,211 |
| 75 | MCCLARREN FINANCIAL ADVISORS | $295,228 | $246,962,500 | $44,427,500 | $291,390,000 |
| 76 | MFA WEALTH ADVISORS, LLC | $221,470 | $393,830,692 | $5,257,824 | $399,088,516 |
| 77 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | $514,521 | $291,149,378 | $11,388,820 | $302,538,198 |
| 78 | MILL CREEK CAPITAL ADVISORS, LLC | $25,368,180 | $8,728,115,259 | $708,847,706 | $9,436,962,965 |
| 79 | MITCHELL SINKLER & STARR | $3,334,378 | $386,839,378 | $1,260,343,451 | $1,647,182,829 |
| 80 | MORTON BROWN FAMILY WEALTH LLC | $467,762 | $251,655,802 | — | $251,655,802 |
| 81 | NEWBRIDGE WEALTH MANAGEMENT | $133,188 | $115,740,000 | — | $115,740,000 |
| 82 | NORTHSTAR FINANCIAL COMPANIES, INC. | $318,869 | $225,437,000 | $9,888,000 | $235,325,000 |
| 83 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 84 | OARS CAPITAL | $524,394 | $372,319,599 | — | $372,319,599 |
| 85 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 86 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 87 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 88 | PITTSBURGH FINANCIAL PLANNERS, INC. | $291,329 | $20,499,647 | $93,992,596 | $114,492,243 |
| 89 | PLANNING CAPITAL MANAGEMENT CORP. | $359,163 | $269,372,285 | — | $269,372,285 |
| 90 | PROWELL FINANCIAL MANAGEMENT, LLC | $4,712,996 | $1,102,840,949 | — | $1,102,840,949 |
| 91 | PRUDENT MANAGEMENT ASSOCIATES | $1,983,619 | $1,221,909,235 | — | $1,221,909,235 |
| 92 | PSI CAPITAL MANAGEMENT | $223,673 | $260,370,936 | $1,997,161 | $262,368,097 |
| 93 | QUATTRO ADVISORS L.L.C. | $284,068 | $385,978,824 | $17,965,752 | $403,944,576 |
| 94 | RADNOR FINANCIAL ADVISORS, LLC | $1,087,476 | $2,789,751,419 | $24,637,054 | $2,814,388,473 |
| 95 | RIGGS ASSET MANAGEMENT CO INC | $585,098 | $441,811,892 | $9,298,630 | $451,110,522 |
| 96 | RIVER WEALTH ADVISORS LLC | $527,987 | $1,040,134,975 | — | $1,040,134,975 |
| 97 | RKL WEALTH MANAGEMENT LLC | $1,674,883 | $1,249,063,345 | $181,286,520 | $1,430,349,865 |
| 98 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 99 | ROBLE, BELKO AND COMPANY, INC. | $1,129,413 | $936,283,334 | — | $936,283,334 |
| 100 | ROCKWOOD WEALTH MANAGEMENT, LLC | $405,539 | $1,345,437,126 | $32,583,154 | $1,378,020,280 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
