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
146 Peaks LLC$666,256$163,899,000$163,899,000
2Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
3Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
4Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
5Archetype Advisors, LLC$195,479$100,085,333$100,085,333
6Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
7Atwater Malick, LLC$416,919$311,021,341$311,021,341
8Aufman Associates Inc$3,473,100$764,081,967$764,081,967
9Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
10Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
11Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
12Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
13Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
14Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
15BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
16Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
17Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
18Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
19COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
20Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
21Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
22Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
23Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
24Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
25Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
26Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
27EWA, LLC$133,756$198,806,844$623,631$199,430,475
28FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
29Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
30Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
31FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
32Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
33Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
34Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
35Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
36Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
37Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
38Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
39Hoey Investments, Inc.$311,165$312,098,208$312,098,208
40Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
41Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
42IAM Advisory LLC$203,903$451,237,484$451,237,484
43INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
44ISI Financial Group Inc$316,403$610,025,923$610,025,923
45Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
46Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
47Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
48Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
49Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
50Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
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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 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.