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$265,129$512,493,993$512,493,993
2ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
3KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
4WEDGEWOOD INVESTORS INC$644,367$196,531,882$196,531,882
5PRUDENT MANAGEMENT ASSOCIATES$1,844,909$1,101,410,707$1,101,410,707
6RADNOR FINANCIAL ADVISORS, LLC$699,730$1,871,078,384$1,871,078,384
7ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
8YOUNGS ADVISORY GROUP, INC.$575,973$444,651,484$444,651,484
9BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC$568,729$245,122,257$245,122,257
10ALLIANCE WEALTH ADVISORS, LLC$269,510$239,863,522$239,863,522
11MB, LEVIS & ASSOCIATES,LLC$512,236$270,972,956$270,972,956
12RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
13PARSONS CAPITAL MANAGEMENT, LLC$256,510$368,604,360$368,604,360
14ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
15HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
16BARNSTONE ADVISORS LLC$1,018,228$129,315,000$129,315,000
17SEVENBRIDGE FINANCIAL GROUP, LLC$284,444$320,000,000$320,000,000
18AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
19FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
20ATWATER MALICK$392,982$282,947,287$282,947,287
21GODSHALK WELSH CAPITAL MANAGEMENT, INC.$887,522$232,530,872$232,530,872
22HOTALING INVESTMENT MANAGEMENT, LLC$538,042$247,499,327$247,499,327
23CONSERVEST CAPITAL ADVISORS INC$5,768,557$1,315,230,917$1,315,230,917
24GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
25EWA, LLC$171,087$156,202,208$156,202,208
26OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
27FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
28WRIGHT ASSOCIATES$2,130,348$200,252,721$200,252,721
29STONECROP WEALTH ADVISORS, LLC$311,728$140,589,543$140,589,543
30PLANNING CAPITAL MANAGEMENT CORP.$256,101$132,660,524$132,660,524
31PROWELL FINANCIAL MANAGEMENT, LLC$1,761,526$260,705,809$260,705,809
32RODGERS & ASSOCIATES$336,038$1,050,118,206$1,050,118,206
33WEALTH MANAGEMENT STRATEGIES, INC.$241,098$115,967,924$115,967,924
34LEHMAN FINANCIAL RESOURCES$463,596$811,755,999$811,755,999
35WEALTH MANAGEMENT SOLUTIONS$236,357$160,486,208$160,486,208
36MORTON BROWN FAMILY WEALTH LLC$382,636$139,894,750$150,076$140,044,826
37GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
38SFG INVESTMENT ADVISORS, INC.$450,096$263,275,516$480,571$263,756,087
39PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
40HENRY H. ARMSTRONG ASSOCIATES, INC.$5,824,330$797,034,036$899,156$797,933,192
41CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
42PSI CAPITAL MANAGEMENT$178,817$189,894,026$1,619,024$191,513,050
43BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
44INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
45RIGGS ASSET MANAGEMENT CO INC$483,181$346,728,980$3,577,278$350,306,258
46B & L ASSET MANAGEMENT, LLC$700,734$168,708,938$3,671,715$172,380,653
47WARREN FINANCIAL SERVICE$738,277$206,727,449$3,681,540$210,408,989
48WALDRON PRIVATE WEALTH$11,250,772$2,505,040,976$3,881,137$2,508,922,113
4946 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
50NORTHSTAR FINANCIAL COMPANIES, INC.$343,217$142,305,000$4,592,000$146,897,000
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Showing 1 to 50 of 97 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.