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
1Kapusta Financial Group$151,030$126,411,927$126,411,927
2Psi Capital Management$178,817$189,894,026$1,619,024$191,513,050
3Atlas Wealth Partners Llc$184,328$131,241,540$131,241,540
4Mcmahon Financial Advisors, Llc$197,200$269,067,015$5,435,745$274,502,760
5Wealth Management Solutions$236,357$160,486,208$160,486,208
6Bluesphere Advisors Llc$238,095$80,000,000$45,000,000$125,000,000
7Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
8Hoey Investments, Inc.$240,462$208,000,000$208,000,000
9Wealth Management Strategies, Inc.$241,098$115,967,924$115,967,924
10Braun-Bostich & Associates Inc.$242,961$201,962,350$1,639,183$203,601,533
11Planning Capital Management Corp.$246,975$115,337,186$115,337,186
12Parsons Capital Management, Llc$256,510$368,604,360$368,604,360
13Pwa Wealth Management$260,321$574,457,612$591,704$575,049,316
14Hyperion Partners, Llc$264,067$155,387,550$6,749,393$162,136,943
15Isi Financial Group Inc$265,129$512,493,993$512,493,993
16Alliance Wealth Advisors, Llc$269,510$239,863,522$239,863,522
17Financial Advisory Services, Llc$273,401$197,122,149$197,122,149
18Sevenbridge Financial Group, Llc$284,444$320,000,000$320,000,000
19Crossgate Wealth Advisors, Llc$292,212$159,834,444$1,466,426$161,300,870
20Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
21Hbks Wealth Advisors$312,252$3,903,130,584$70,275,352$3,973,405,936
22Dinuzzo Private Wealth, Inc.$317,311$780,267,999$780,267,999
23Forefront Wealth Management$323,401$117,578,948$14,692,023$132,270,971
24Tgs Financial Advisors$335,232$268,325,046$4,889,121$273,214,167
25Rodgers & Associates$336,038$1,050,118,206$1,050,118,206
26Thrive Wealth Management, Llc$342,793$367,250,530$35,873,632$403,124,162
27Comprehensive Financial Planning Inc$358,703$115,451,526$6,866,173$122,317,699
28Mighty Oak Strong America Investment Company$374,567$198,503,827$7,133,259$205,637,086
29River Wealth Advisors Llc$380,204$639,882,519$639,882,519
30Morton Brown Family Wealth Llc$382,636$139,894,750$150,076$140,044,826
31Kades & Cheifetz, Llc$387,948$335,186,700$335,186,700
32Fma Advisory Inc$401,956$423,416,505$14,313,150$437,729,655
33Trinity Wealth Management, Llc$405,563$113,819,457$22,855,147$136,674,604
3446 Peaks Investment Advisory Group$405,913$98,631,225$4,064,673$102,695,898
35The Aranda Group Advisors, Llc$406,871$145,252,852$145,252,852
36Wick Capital Partners, Llc$409,150$123,370,065$27,606,390$150,976,455
37Robbins Wealth Management$428,963$10,125,723$137,437,556$147,563,279
38Stillwater Capital Advisors, Llc$430,453$619,536,966$87,267,458$706,804,424
39Aspire Wealth Architects$435,499$162,409,169$12,226,062$174,635,231
40Sfg Investment Advisors, Inc.$450,096$263,275,516$480,571$263,756,087
41Andesa Financial Management, Inc.$450,380$271,088,974$36,970,706$308,059,680
42Grant Street Asset Management Inc$453,015$422,360,486$26,124,562$448,485,048
43The Marshall Financial Group, Inc$454,891$656,921,156$10,403,351$667,324,507
44Lehman Financial Resources$463,596$811,755,999$811,755,999
45Baldrige Asset Management$466,603$382,659,135$39,150,311$421,809,446
46Commonwealth Advisory Group, Ltd.$469,951$435,644,719$435,644,719
47Domani Wealth, Llc$473,257$1,298,726,562$15,507,411$1,314,233,973
48Riggs Asset Management Co Inc$483,181$346,728,980$3,577,278$350,306,258
49Pennsylvania Capital Management Inc.$502,114$319,379,284$144,072,180$463,451,464
50Mb, Levis & Associates,Llc$512,236$270,972,956$270,972,956
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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.