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
1Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
2Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
3Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
4Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
5Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
6Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
7Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
8LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
9BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
10Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
11FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
12Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
13Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
14INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
15RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
16Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
17Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
18Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
19Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
20Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
21Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
22Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
23River Wealth Advisors LLC$432,734$818,300,220$818,300,220
24Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
25Aufman Associates Inc$3,473,100$764,081,967$764,081,967
26Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
27WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
28The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
29Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
30The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
31Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
32ISI Financial Group Inc$316,403$610,025,923$610,025,923
33PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
34Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
35Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
36Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
37Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
38Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
39Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
40FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
41Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
42IAM Advisory LLC$203,903$451,237,484$451,237,484
43Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
44Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
45Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
46Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
47Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
48Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
49Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
50MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
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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 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.