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 |
|---|---|---|---|---|---|
| 51 | MB, Levis & Associates,LLC | $541,226 | $303,627,589 | — | $303,627,589 |
| 52 | Atwater Malick, LLC | $416,919 | $311,021,341 | — | $311,021,341 |
| 53 | Legend Financial Advisors Inc | $314,554 | $300,554,170 | $10,539,717 | $311,093,887 |
| 54 | Hoey Investments, Inc. | $311,165 | $312,098,208 | — | $312,098,208 |
| 55 | Professional Financial Advisors Inc | $292,669 | $309,640,698 | $13,173,753 | $322,814,451 |
| 56 | SFG Investment Advisors, Inc. | $523,310 | $329,685,218 | — | $329,685,218 |
| 57 | MFA Wealth Advisors, LLC | $207,457 | $327,974,515 | $5,201,966 | $333,176,481 |
| 58 | Andesa Financial Management, Inc. | $498,691 | $306,824,605 | $30,290,346 | $337,114,951 |
| 59 | Obrien Greene & Co Inc | $1,281,678 | $304,275,906 | $34,087,105 | $338,363,011 |
| 60 | Smithbridge Asset Management Inc | $668,798 | $317,186,495 | $21,894,309 | $339,080,804 |
| 61 | Quattro Advisors L.L.C. | $241,724 | $338,232,326 | $19,277,278 | $357,509,604 |
| 62 | Kades & Cheifetz, LLC | $432,032 | $378,027,638 | — | $378,027,638 |
| 63 | Sevenbridge Financial Group, LLC | $426,947 | $378,275,000 | — | $378,275,000 |
| 64 | Riggs Asset Management Co Inc | $545,427 | $391,108,996 | $4,871,251 | $395,980,247 |
| 65 | IAM Advisory LLC | $203,903 | $451,237,484 | — | $451,237,484 |
| 66 | Rootstock Investment Management, LLC. | $2,169,043 | $215,856,940 | $250,487,348 | $466,344,288 |
| 67 | FMA Advisory Inc | $424,986 | $474,253,804 | $10,655,723 | $484,909,527 |
| 68 | Youngs Advisory Group, Inc. | $601,907 | $502,592,283 | — | $502,592,283 |
| 69 | Grant Street Asset Management Inc | $552,261 | $514,601,236 | $3,972,210 | $518,573,446 |
| 70 | Trebuchet Consulting, LLC | $563,484 | — | $532,492,074 | $532,492,074 |
| 71 | Thrive Wealth Management, LLC | $324,638 | $518,330,582 | $38,098,990 | $556,429,572 |
| 72 | Gkfo, LLC | $2,840,973 | $262,442,904 | $308,592,586 | $571,035,490 |
| 73 | Baldrige Asset Management LLC | $616,708 | $529,266,825 | $45,504,761 | $574,771,586 |
| 74 | PWA WEALTH MANAGEMENT | $260,321 | $574,457,612 | $591,704 | $575,049,316 |
| 75 | ISI Financial Group Inc | $316,403 | $610,025,923 | — | $610,025,923 |
| 76 | Pennsylvania Capital Management Inc. | $658,554 | $467,873,398 | $162,362,749 | $630,236,147 |
| 77 | The Fairman Group, LLC | $690,169 | $354,006,939 | $281,638,400 | $635,645,339 |
| 78 | Prowell Financial Management, LLC | $3,537,768 | $686,326,980 | — | $686,326,980 |
| 79 | The Marshall Financial Group, Inc | $501,827 | $735,715,156 | $12,006,963 | $747,722,119 |
| 80 | WSFS Capital Management, LLC | $538,827 | $734,688,425 | $22,363,589 | $757,052,014 |
| 81 | Roble, Belko And Company, Inc. | $988,541 | $761,176,655 | — | $761,176,655 |
| 82 | Aufman Associates Inc | $3,473,100 | $764,081,967 | — | $764,081,967 |
| 83 | Asset Planning Services Ltd. | $649,881 | $811,180,307 | $4,420,676 | $815,600,983 |
| 84 | River Wealth Advisors LLC | $432,734 | $818,300,220 | — | $818,300,220 |
| 85 | Stillwater Capital Advisors, LLC | $499,965 | $760,606,154 | $84,834,975 | $845,441,129 |
| 86 | Henry H. Armstrong Associates, Inc. | $5,994,283 | $856,301,374 | $881,121 | $857,182,495 |
| 87 | Lehman & Derafelo Financial Resources LLC | $438,551 | $919,640,410 | — | $919,640,410 |
| 88 | Baldwin Investment Management, LLC | $908,577 | $627,573,609 | $378,221,196 | $1,005,794,805 |
| 89 | Rockwood Wealth Management, LLC | $387,527 | $1,007,312,574 | $30,871,001 | $1,038,183,575 |
| 90 | Prudent Management Associates | $1,895,823 | $1,101,473,105 | — | $1,101,473,105 |
| 91 | Rodgers & Associates, Ltd. | $372,313 | $1,172,414,107 | — | $1,172,414,107 |
| 92 | RKL Wealth Management LLC | $1,469,687 | $1,081,997,708 | $145,190,550 | $1,227,188,258 |
| 93 | INDEPENDENCE ADVISORS, LLC | $862,098 | $1,320,937,720 | $2,382,718 | $1,323,320,438 |
| 94 | Domani Wealth, LLC | $460,052 | $1,367,418,454 | $15,039,134 | $1,382,457,588 |
| 95 | Conservest Capital Advisors Inc | $6,071,203 | $1,414,590,407 | — | $1,414,590,407 |
| 96 | FFT Wealth Management LLC | $9,098,447 | $255,012,676 | $1,191,640,472 | $1,446,653,148 |
| 97 | Guyasuta Investment Advisors, Incorporated | $1,402,127 | $1,634,880,000 | — | $1,634,880,000 |
| 98 | BLB & B Advisors, LLC | $654,686 | $1,527,079,327 | $161,356,239 | $1,688,435,566 |
| 99 | LGL Partners, LLC | $3,002,958 | $1,007,004,373 | $734,711,370 | $1,741,715,743 |
| 100 | Roffman Milller Associates Inc | $1,544,542 | $1,905,691,111 | $26,531,145 | $1,932,222,256 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
