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
1Wharton Business Group, LLC$25,161,514$2,803,786,654$265,918,071$3,069,704,725
2Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
3FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
4Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
5Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
6Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
7Aufman Associates Inc$3,473,100$764,081,967$764,081,967
8LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
9Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
10Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
11Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
12Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
13Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
14Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
15Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
16Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
17RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
18Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
19Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
20Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
21Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
22The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
23OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
24Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
25Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
26Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
27Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
28Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
29Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
30INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
31Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
32Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
33The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
34Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
3546 Peaks LLC$666,256$163,899,000$163,899,000
36Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
37BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
38Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
39Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
40Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
41Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
42Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
43Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
44Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
45Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
46Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
47MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
48WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
49Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
50SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.