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
51LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
52Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
53MB, Levis & Associates,LLC$541,226$303,627,589$303,627,589
54McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
55MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
56Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
57Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
58Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
59Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
60OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
61Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
62Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
63Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
64Planning Capital Management Corp.$283,753$189,547,078$189,547,078
65Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
66Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
67Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
68Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
69PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
70Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
71Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
72Riggs Asset Management Co Inc$545,427$391,108,996$4,871,251$395,980,247
73River Wealth Advisors LLC$432,734$818,300,220$818,300,220
74RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
75Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
76Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
77Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
78Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
79Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
80Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
81Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
82SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
83Sevenbridge Financial Group, LLC$426,947$378,275,000$378,275,000
84SFG Investment Advisors, Inc.$523,310$329,685,218$329,685,218
85Smithbridge Asset Management Inc$668,798$317,186,495$21,894,309$339,080,804
86Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
87Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
88Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
89The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
90The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
91The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
92The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
93Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
94Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
95Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
96Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
97Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
98Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
99Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
100Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
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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.