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 INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
2ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
3ALLIANCE WEALTH ADVISORS, LLC$269,510$239,863,522$239,863,522
4ANDESA FINANCIAL MANAGEMENT, INC.$450,380$271,088,974$36,970,706$308,059,680
5ASPIRE WEALTH ARCHITECTS$435,499$162,409,169$12,226,062$174,635,231
6ASSET PLANNING SERVICES LTD.$612,999$860,465,650$6,314,967$866,780,617
7ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
8ATWATER MALICK$392,982$282,947,287$282,947,287
9AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
10B & L ASSET MANAGEMENT, LLC$700,734$168,708,938$3,671,715$172,380,653
11BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
12BALDWIN INVESTMENT MANAGEMENT, LLC$870,026$465,326,899$335,966,620$801,293,519
13BARNSTONE ADVISORS LLC$1,018,228$129,315,000$129,315,000
14BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC$568,729$245,122,257$245,122,257
15BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
16BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
17CHRISTINE MESSMER, P.C.$714,000$1,305,106$115,790,923$117,096,029
18COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
19CONSERVEST CAPITAL ADVISORS INC$5,768,557$1,315,230,917$1,315,230,917
20CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
21DOMANI WEALTH, LLC$473,257$1,298,726,562$15,507,411$1,314,233,973
22ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
23EWA, LLC$171,087$156,202,208$156,202,208
24FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
25FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
26FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
27FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
28FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
29GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
30GKFO, LLC$2,826,449$256,182,374$306,281,042$562,463,416
31GODSHALK WELSH CAPITAL MANAGEMENT, INC.$887,522$232,530,872$232,530,872
32GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
33GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
34HENRY H. ARMSTRONG ASSOCIATES, INC.$5,824,330$797,034,036$899,156$797,933,192
35HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
36HOTALING INVESTMENT MANAGEMENT, LLC$538,042$247,499,327$247,499,327
37HYPERION PARTNERS, LLC$264,067$155,387,550$6,749,393$162,136,943
38INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
39ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
40KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
41KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
42LEGEND FINANCIAL ADVISORS INC$310,232$292,253,494$12,084,160$304,337,654
43LEHMAN FINANCIAL RESOURCES$463,596$811,755,999$811,755,999
44LGL PARTNERS, LLC$2,380,687$666,858,444$713,940,300$1,380,798,744
45MB, LEVIS & ASSOCIATES,LLC$512,236$270,972,956$270,972,956
46MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
47MCMAHON FINANCIAL ADVISORS, LLC$197,200$269,067,015$5,435,745$274,502,760
48MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$374,567$198,503,827$7,133,259$205,637,086
49MILL CREEK CAPITAL ADVISORS, LLC$20,027,881$6,169,291,096$560,076,987$6,729,368,083
50MORTON BROWN FAMILY WEALTH LLC$382,636$139,894,750$150,076$140,044,826
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Showing 1 to 50 of 97 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 Sabrina Straub.

*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.