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
1Commonwealth Advisory Group, Ltd.$469,951$435,644,719$435,644,719
2Kapusta Financial Group$151,030$126,411,927$126,411,927
3The Aranda Group Advisors, Llc$406,871$145,252,852$145,252,852
4Trebuchet Consulting, Llc$760,713$368,946,001$368,946,001
5Robbins Wealth Management$428,963$10,125,723$137,437,556$147,563,279
6Bluesphere Advisors Llc$238,095$80,000,000$45,000,000$125,000,000
746 Peaks Investment Advisory Group$405,913$98,631,225$4,064,673$102,695,898
8Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
9Persimmon Capital Management Lp$2,607,161$103,217,000$139,249,000$242,466,000
10Flagship Capital Management Inc$891,525$105,200,000$105,200,000
11Trinity Wealth Management, Llc$405,563$113,819,457$22,855,147$136,674,604
12Planning Capital Management Corp.$246,975$115,337,186$115,337,186
13Comprehensive Financial Planning Inc$358,703$115,451,526$6,866,173$122,317,699
14Wealth Management Strategies, Inc.$241,098$115,967,924$115,967,924
15Forefront Wealth Management$323,401$117,578,948$14,692,023$132,270,971
16Wick Capital Partners, Llc$409,150$123,370,065$27,606,390$150,976,455
17Barnstone Advisors Llc$1,018,228$129,315,000$129,315,000
18Atlas Wealth Partners Llc$184,328$131,241,540$131,241,540
19Morton Brown Family Wealth Llc$382,636$139,894,750$150,076$140,044,826
20Hyperion Partners, Llc$264,067$155,387,550$6,749,393$162,136,943
21Crossgate Wealth Advisors, Llc$292,212$159,834,444$1,466,426$161,300,870
22Wealth Management Solutions$236,357$160,486,208$160,486,208
23Aspire Wealth Architects$435,499$162,409,169$12,226,062$174,635,231
24B & L Asset Management, Llc$700,734$168,708,938$3,671,715$172,380,653
25Psi Capital Management$178,817$189,894,026$1,619,024$191,513,050
26Wedgewood Investors Inc$644,367$196,531,882$196,531,882
27Financial Advisory Services, Llc$273,401$197,122,149$197,122,149
28Mighty Oak Strong America Investment Company$374,567$198,503,827$7,133,259$205,637,086
29Wright Associates$2,130,348$200,252,721$200,252,721
30Braun-Bostich & Associates Inc.$242,961$201,962,350$1,639,183$203,601,533
31Warren Financial Service$738,277$206,727,449$3,681,540$210,408,989
32Hoey Investments, Inc.$240,462$208,000,000$208,000,000
33Godshalk Welsh Capital Management, Inc.$887,522$232,530,872$232,530,872
34Alliance Wealth Advisors, Llc$269,510$239,863,522$239,863,522
35Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
36Hotaling Investment Management, Llc$538,042$247,499,327$247,499,327
37Gkfo, Llc$2,826,449$256,182,374$306,281,042$562,463,416
38Obrien Greene & Co Inc$1,092,427$258,891,170$39,341,289$298,232,459
39Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
40Sfg Investment Advisors, Inc.$450,096$263,275,516$480,571$263,756,087
41Tgs Financial Advisors$335,232$268,325,046$4,889,121$273,214,167
42Mcmahon Financial Advisors, Llc$197,200$269,067,015$5,435,745$274,502,760
43Mb, Levis & Associates,Llc$512,236$270,972,956$270,972,956
44Andesa Financial Management, Inc.$450,380$271,088,974$36,970,706$308,059,680
45Smithbridge Asset Management Inc$1,533,045$291,981,520$19,226,529$311,208,049
46Oak Grove Capital, Llc$1,135,323$292,913,251$292,913,251
47The Fairman Group, Llc$662,734$311,567,588$261,034,501$572,602,089
48Pennsylvania Capital Management Inc.$502,114$319,379,284$144,072,180$463,451,464
49Sevenbridge Financial Group, Llc$284,444$320,000,000$320,000,000
50Kades & Cheifetz, Llc$387,948$335,186,700$335,186,700
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Showing 1 to 50 of 87 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.