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
51MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
52Atwater Malick, LLC$416,919$311,021,341$311,021,341
53Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
54Hoey Investments, Inc.$311,165$312,098,208$312,098,208
55Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
56SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
57MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
58Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
59Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
60Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
61Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
62Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
63Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
64Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
65IAM Advisory LLC$203,903$451,237,484$451,237,484
66Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
67FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
68Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
69Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
70Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
71Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
72Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
73Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
74PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
75ISI Financial Group Inc$316,403$610,025,923$610,025,923
76Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
77The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
78Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
79The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
80WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
81Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
82Aufman Associates Inc$3,473,100$764,081,967$764,081,967
83Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
84River Wealth Advisors LLC$432,734$818,300,220$818,300,220
85Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
86Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
87Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
88Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
89Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
90Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
91Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
92RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
93INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
94Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
95Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
96FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
97Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
98BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
99LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
100Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
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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 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.