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
1FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
2LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
3Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
4Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
5Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
6Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
7The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
8Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
9Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
10Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
11The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
12Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
13BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
14Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
15Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
16RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
17Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
18Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
19Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
20Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
21Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
22Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
23Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
24McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
25Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
26Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
27COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
28Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
29Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
30Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
31Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
32Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
33Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
34Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
35WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
36Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
37Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
38Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
39Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
40Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
41Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
42Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
43Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
44The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
45Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
46The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
47SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
48FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
49Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
50Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
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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.