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 |
|---|---|---|---|---|---|
| 51 | Wick Capital Partners, LLC | $508,809 | $189,818,007 | $29,478,467 | $219,296,474 |
| 52 | Valley Brook Capital Group, Inc. | $502,840 | $127,878,432 | $11,408,360 | $139,286,792 |
| 53 | The Marshall Financial Group, Inc | $501,827 | $735,715,156 | $12,006,963 | $747,722,119 |
| 54 | Stillwater Capital Advisors, LLC | $499,965 | $760,606,154 | $84,834,975 | $845,441,129 |
| 55 | Andesa Financial Management, Inc. | $498,691 | $306,824,605 | $30,290,346 | $337,114,951 |
| 56 | Robbins Financial Advisory Service Inc | $498,316 | $17,898,224 | $153,024,152 | $170,922,376 |
| 57 | Mighty Oak Strong America Investment Company | $465,591 | $245,840,829 | $8,837,298 | $254,678,127 |
| 58 | Domani Wealth, LLC | $460,052 | $1,367,418,454 | $15,039,134 | $1,382,457,588 |
| 59 | The Aranda Group Advisors, LLC | $444,604 | $1,397,156 | $174,666,075 | $176,063,231 |
| 60 | Lehman & Derafelo Financial Resources LLC | $438,551 | $919,640,410 | — | $919,640,410 |
| 61 | River Wealth Advisors LLC | $432,734 | $818,300,220 | — | $818,300,220 |
| 62 | Kades & Cheifetz, LLC | $432,032 | $378,027,638 | — | $378,027,638 |
| 63 | Sevenbridge Financial Group, LLC | $426,947 | $378,275,000 | — | $378,275,000 |
| 64 | FMA Advisory Inc | $424,986 | $474,253,804 | $10,655,723 | $484,909,527 |
| 65 | Atwater Malick, LLC | $416,919 | $311,021,341 | — | $311,021,341 |
| 66 | Trinity Wealth Management, LLC | $400,718 | $135,502,479 | $28,791,904 | $164,294,383 |
| 67 | COMPREHENSIVE FINANCIAL PLANNING INC | $400,579 | $123,182,244 | $35,847,646 | $159,029,890 |
| 68 | Morton Brown Family Wealth LLC | $399,226 | $179,651,667 | — | $179,651,667 |
| 69 | Convergent Financial Strategies LLC | $393,199 | — | $136,046,742 | $136,046,742 |
| 70 | Rockwood Wealth Management, LLC | $387,527 | $1,007,312,574 | $30,871,001 | $1,038,183,575 |
| 71 | Stonecrop Wealth Advisors, LLC | $385,036 | $193,374,653 | $1,453,706 | $194,828,359 |
| 72 | Bouvel Investment Partners, LLC | $380,997 | $230,523,564 | $3,789,336 | $234,312,900 |
| 73 | Rodgers & Associates, Ltd. | $372,313 | $1,172,414,107 | — | $1,172,414,107 |
| 74 | Forefront Wealth Management Inc. | $362,870 | $138,042,930 | $18,716,807 | $156,759,737 |
| 75 | Wealth Management Strategies, Inc. | $358,632 | $200,475,147 | — | $200,475,147 |
| 76 | Thrive Wealth Management, LLC | $324,638 | $518,330,582 | $38,098,990 | $556,429,572 |
| 77 | ISI Financial Group Inc | $316,403 | $610,025,923 | — | $610,025,923 |
| 78 | Crossgate Wealth Advisors, LLC | $315,550 | $186,815,387 | $1,568,248 | $188,383,635 |
| 79 | Legend Financial Advisors Inc | $314,554 | $300,554,170 | $10,539,717 | $311,093,887 |
| 80 | Addis & Hill, Incorporated | $313,565 | $111,315,633 | — | $111,315,633 |
| 81 | Northstar Financial Companies, Inc. | $312,322 | $200,032,719 | $5,163,018 | $205,195,737 |
| 82 | Alliance Wealth Advisors, LLC | $311,690 | $261,508,875 | $30,232,634 | $291,741,509 |
| 83 | Hoey Investments, Inc. | $311,165 | $312,098,208 | — | $312,098,208 |
| 84 | Christine Messmer, P.C. | $302,016 | $1,261,227 | $138,572,302 | $139,833,529 |
| 85 | Hyperion Partners, LLC | $296,779 | $203,684,302 | $6,731,867 | $210,416,169 |
| 86 | Professional Financial Advisors Inc | $292,669 | $309,640,698 | $13,173,753 | $322,814,451 |
| 87 | Planning Capital Management Corp. | $283,753 | $189,547,078 | — | $189,547,078 |
| 88 | Wealth Management Solutions LLC | $270,157 | $176,682,434 | — | $176,682,434 |
| 89 | Financial Advisory Services, LLC | $263,817 | $173,591,728 | — | $173,591,728 |
| 90 | Trunorth Financial Services, Inc. | $261,730 | $173,647,347 | $402,817 | $174,050,164 |
| 91 | PWA WEALTH MANAGEMENT | $260,321 | $574,457,612 | $591,704 | $575,049,316 |
| 92 | SEMUS WEALTH PARTNERS, LLC | $257,768 | $98,053,226 | $10,982,791 | $109,036,017 |
| 93 | Covered Bridge Advisors, LLC | $250,715 | $114,803,628 | $9,049,687 | $123,853,315 |
| 94 | Quattro Advisors L.L.C. | $241,724 | $338,232,326 | $19,277,278 | $357,509,604 |
| 95 | McClarren Financial Advisors, Inc. | $239,902 | $202,342,883 | $45,955,338 | $248,298,221 |
| 96 | Ballast Financial Advisors, LLC | $233,317 | $4,066,557 | $117,025,145 | $121,091,702 |
| 97 | Stewardship Advisors, LLC | $224,302 | $290,694,824 | — | $290,694,824 |
| 98 | Braun-Bostich & Associates Inc. | $207,886 | $190,631,376 | $2,078,752 | $192,710,128 |
| 99 | MFA Wealth Advisors, LLC | $207,457 | $327,974,515 | $5,201,966 | $333,176,481 |
| 100 | IAM Advisory LLC | $203,903 | $451,237,484 | — | $451,237,484 |
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.
