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
1ISI Financial Group Inc$316,403$610,025,923$610,025,923
2Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
3Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
4Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
5Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
6Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
7Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
8MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
9River Wealth Advisors LLC$432,734$818,300,220$818,300,220
10Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
11Hoey Investments, Inc.$311,165$312,098,208$312,098,208
12Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
13Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
14Aufman Associates Inc$3,473,100$764,081,967$764,081,967
15Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
16Atwater Malick, LLC$416,919$311,021,341$311,021,341
1746 Peaks LLC$666,256$163,899,000$163,899,000
18IAM Advisory LLC$203,903$451,237,484$451,237,484
19Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
20Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
21Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
22Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
23Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
24OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
25Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
26Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
27Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
28Planning Capital Management Corp.$283,753$189,547,078$189,547,078
29Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
30Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
31Archetype Advisors, LLC$195,479$100,085,333$100,085,333
32SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
33Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
34Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
35Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
36Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
37Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
38Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
39PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
40EWA, LLC$133,756$198,806,844$623,631$199,430,475
41Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
42Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
43Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
44Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
45Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
46INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
47Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
48Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
49Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
50Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
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Showing 1 to 50 of 106 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 Carline Murphy.

*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.