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
1Veritable Lp$5,011,173$16,895,398,816$453,282,471$17,348,681,287
2Mill Creek Capital Advisors$20,027,881$6,169,291,096$560,076,987$6,729,368,083
3Mill Creek Capital Advisors, Llc$20,027,881$6,169,291,096$560,076,987$6,729,368,083
4Hbks Wealth Advisors$312,252$3,903,130,584$70,275,352$3,973,405,936
5Waldron Private Wealth$11,250,772$2,505,040,976$3,881,137$2,508,922,113
6Sage Financial Group Inc.$737,200$1,951,197,480$244,183,786$2,195,381,266
7Radnor Financial Advisors, Llc$699,730$1,871,078,384$1,871,078,384
8Gibson Capital, Llc$2,096,833$1,725,280,126$98,964,956$1,824,245,082
9Rtd Financial Advisors Inc$732,121$1,607,219,986$21,017,512$1,628,237,498
10Lgl Partners, Llc$2,538,860$676,989,285$770,161,170$1,447,150,455
11Blb & B Advisors, Llc$589,086$1,263,340,094$158,123,254$1,421,463,348
12Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
13Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
14Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
15Domani Wealth, Llc$473,257$1,298,726,562$15,507,411$1,314,233,973
16Forbes Family Trust$7,131,676$379,100,501$754,835,929$1,133,936,430
17Prudent Management Associates$1,844,909$1,101,410,707$1,101,410,707
18Rodgers & Associates$336,038$1,050,118,206$1,050,118,206
19Rkl Wealth Management Llc$1,260,696$969,524,415$73,070,895$1,042,595,310
20Asset Planning Services Ltd.$612,999$860,465,650$6,314,967$866,780,617
21Lehman Financial Resources$463,596$811,755,999$811,755,999
22Baldwin Investment Management, Llc$870,026$465,326,899$335,966,620$801,293,519
23Dinuzzo Private Wealth, Inc.$317,311$780,267,999$780,267,999
24Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
25Aufman Associates Inc$3,363,564$723,166,215$723,166,215
26Stillwater Capital Advisors, Llc$430,453$619,536,966$87,267,458$706,804,424
27The Marshall Financial Group, Inc$454,891$656,921,156$10,403,351$667,324,507
28River Wealth Advisors Llc$380,204$639,882,519$639,882,519
29Pwa Wealth Management$260,321$574,457,612$591,704$575,049,316
30The Fairman Group, Llc$662,734$311,567,588$261,034,501$572,602,089
31Gkfo, Llc$2,826,449$256,182,374$306,281,042$562,463,416
32Isi Financial Group Inc$265,129$512,493,993$512,493,993
33Pennsylvania Capital Management Inc.$502,114$319,379,284$144,072,180$463,451,464
34Grant Street Asset Management Inc$453,015$422,360,486$26,124,562$448,485,048
35Youngs Advisory Group, Inc.$575,973$444,651,484$444,651,484
36Fma Advisory Inc$401,956$423,416,505$14,313,150$437,729,655
37Commonwealth Advisory Group, Ltd.$469,951$435,644,719$435,644,719
38Baldrige Asset Management$466,603$382,659,135$39,150,311$421,809,446
39Thrive Wealth Management, Llc$342,793$367,250,530$35,873,632$403,124,162
40Trebuchet Consulting, Llc$760,713$368,946,001$368,946,001
41Parsons Capital Management, Llc$256,510$368,604,360$368,604,360
42Riggs Asset Management Co Inc$483,181$346,728,980$3,577,278$350,306,258
43Kades & Cheifetz, Llc$387,948$335,186,700$335,186,700
44Sevenbridge Financial Group, Llc$284,444$320,000,000$320,000,000
45Smithbridge Asset Management Inc$1,533,045$291,981,520$19,226,529$311,208,049
46Andesa Financial Management, Inc.$450,380$271,088,974$36,970,706$308,059,680
47Obrien Greene & Co Inc$1,092,427$258,891,170$39,341,289$298,232,459
48Oak Grove Capital, Llc$1,135,323$292,913,251$292,913,251
49Mcmahon Financial Advisors, Llc$197,200$269,067,015$5,435,745$274,502,760
50Tgs Financial Advisors$335,232$268,325,046$4,889,121$273,214,167
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Showing 1 to 50 of 87 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.