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