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
51ANDESA FINANCIAL MANAGEMENT, INC.$450,380$271,088,974$36,970,706$308,059,680
52ATWATER MALICK$392,982$282,947,287$282,947,287
53SMITHBRIDGE ASSET MANAGEMENT INC$1,533,045$291,981,520$19,226,529$311,208,049
54LEGEND FINANCIAL ADVISORS INC$310,232$292,253,494$12,084,160$304,337,654
55OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
56THE FAIRMAN GROUP, LLC$662,734$311,567,588$261,034,501$572,602,089
57PENNSYLVANIA CAPITAL MANAGEMENT INC.$502,114$319,379,284$144,072,180$463,451,464
58SEVENBRIDGE FINANCIAL GROUP, LLC$284,444$320,000,000$320,000,000
59KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
60RIGGS ASSET MANAGEMENT CO INC$483,181$346,728,980$3,577,278$350,306,258
61THRIVE WEALTH MANAGEMENT, LLC$342,793$367,250,530$35,873,632$403,124,162
62PARSONS CAPITAL MANAGEMENT, LLC$256,510$368,604,360$368,604,360
63BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
64FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
65YOUNGS ADVISORY GROUP, INC.$575,973$444,651,484$444,651,484
66BALDWIN INVESTMENT MANAGEMENT, LLC$870,026$465,326,899$335,966,620$801,293,519
67FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
68GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
69ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
70ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
71PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
72STILLWATER CAPITAL ADVISORS, LLC$430,453$619,536,966$87,267,458$706,804,424
73RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
74THE MARSHALL FINANCIAL GROUP, INC$454,891$656,921,156$10,403,351$667,324,507
75LGL PARTNERS, LLC$2,380,687$666,858,444$713,940,300$1,380,798,744
76AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
77ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
78WEST CAPITAL MANAGEMENT$416,187$761,129,724$32,955,887$794,085,611
79ROCKWOOD WEALTH MANAGEMENT, LLC$374,043$784,652,606$22,532,749$807,185,355
80HENRY H. ARMSTRONG ASSOCIATES, INC.$5,824,330$797,034,036$899,156$797,933,192
81LEHMAN FINANCIAL RESOURCES$463,596$811,755,999$811,755,999
82ASSET PLANNING SERVICES LTD.$612,999$860,465,650$6,314,967$866,780,617
83RKL WEALTH MANAGEMENT LLC$1,260,696$969,524,415$73,070,895$1,042,595,310
84RODGERS & ASSOCIATES$336,038$1,050,118,206$1,050,118,206
85PRUDENT MANAGEMENT ASSOCIATES$1,844,909$1,101,410,707$1,101,410,707
86BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
87DOMANI WEALTH, LLC$473,257$1,298,726,562$15,507,411$1,314,233,973
88CONSERVEST CAPITAL ADVISORS INC$5,768,557$1,315,230,917$1,315,230,917
89INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
90GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
91ROFFMAN MILLER ASSOCIATES INC$1,438,914$1,708,232,445$27,098,435$1,735,330,880
92GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
93RADNOR FINANCIAL ADVISORS, LLC$699,730$1,871,078,384$1,871,078,384
94SAGE FINANCIAL GROUP INC.$737,200$1,951,197,480$244,183,786$2,195,381,266
95WHARTON BUSINESS GROUP, LLC$21,127,956$2,133,871,126$211,332,005$2,345,203,131
96WALDRON PRIVATE WEALTH$11,250,772$2,505,040,976$3,881,137$2,508,922,113
97MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
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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.