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
1MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
2WALDRON PRIVATE WEALTH$11,250,772$2,505,040,976$3,881,137$2,508,922,113
3WHARTON BUSINESS GROUP, LLC$21,127,956$2,133,871,126$211,332,005$2,345,203,131
4SAGE FINANCIAL GROUP INC.$737,200$1,951,197,480$244,183,786$2,195,381,266
5RADNOR FINANCIAL ADVISORS, LLC$699,730$1,871,078,384$1,871,078,384
6GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
7ROFFMAN MILLER ASSOCIATES INC$1,438,914$1,708,232,445$27,098,435$1,735,330,880
8GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
9INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
10CONSERVEST CAPITAL ADVISORS INC$5,768,557$1,315,230,917$1,315,230,917
11DOMANI WEALTH, LLC$473,257$1,298,726,562$15,507,411$1,314,233,973
12BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
13PRUDENT MANAGEMENT ASSOCIATES$1,844,909$1,101,410,707$1,101,410,707
14RODGERS & ASSOCIATES$336,038$1,050,118,206$1,050,118,206
15RKL WEALTH MANAGEMENT LLC$1,260,696$969,524,415$73,070,895$1,042,595,310
16ASSET PLANNING SERVICES LTD.$612,999$860,465,650$6,314,967$866,780,617
17LEHMAN FINANCIAL RESOURCES$463,596$811,755,999$811,755,999
18HENRY H. ARMSTRONG ASSOCIATES, INC.$5,824,330$797,034,036$899,156$797,933,192
19ROCKWOOD WEALTH MANAGEMENT, LLC$374,043$784,652,606$22,532,749$807,185,355
20WEST CAPITAL MANAGEMENT$416,187$761,129,724$32,955,887$794,085,611
21ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
22AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
23LGL PARTNERS, LLC$2,380,687$666,858,444$713,940,300$1,380,798,744
24THE MARSHALL FINANCIAL GROUP, INC$454,891$656,921,156$10,403,351$667,324,507
25RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
26STILLWATER CAPITAL ADVISORS, LLC$430,453$619,536,966$87,267,458$706,804,424
27PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
28ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
29ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
30GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
31FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
32BALDWIN INVESTMENT MANAGEMENT, LLC$870,026$465,326,899$335,966,620$801,293,519
33YOUNGS ADVISORY GROUP, INC.$575,973$444,651,484$444,651,484
34FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
35BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
36PARSONS CAPITAL MANAGEMENT, LLC$256,510$368,604,360$368,604,360
37THRIVE WEALTH MANAGEMENT, LLC$342,793$367,250,530$35,873,632$403,124,162
38RIGGS ASSET MANAGEMENT CO INC$483,181$346,728,980$3,577,278$350,306,258
39KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
40SEVENBRIDGE FINANCIAL GROUP, LLC$284,444$320,000,000$320,000,000
41PENNSYLVANIA CAPITAL MANAGEMENT INC.$502,114$319,379,284$144,072,180$463,451,464
42THE FAIRMAN GROUP, LLC$662,734$311,567,588$261,034,501$572,602,089
43OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
44LEGEND FINANCIAL ADVISORS INC$310,232$292,253,494$12,084,160$304,337,654
45SMITHBRIDGE ASSET MANAGEMENT INC$1,533,045$291,981,520$19,226,529$311,208,049
46ATWATER MALICK$392,982$282,947,287$282,947,287
47ANDESA FINANCIAL MANAGEMENT, INC.$450,380$271,088,974$36,970,706$308,059,680
48MB, LEVIS & ASSOCIATES,LLC$512,236$270,972,956$270,972,956
49MCMAHON FINANCIAL ADVISORS, LLC$197,200$269,067,015$5,435,745$274,502,760
50TGS FINANCIAL ADVISORS$335,232$268,325,046$4,889,121$273,214,167
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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.