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
1Veritable LP$4,796,223$14,676,083,440$345,686,766$15,021,770,206
2Mill Creek Capital Advisors, Llc$16,685,607$5,083,322,190$539,727,276$5,623,049,466
3HBKS Wealth Advisors$288,975$3,351,534,216$96,509,718$3,448,043,934
4Miller Investment Management, Lp$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
5Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
6Rkl Wealth Management Llc$1,005,718$1,001,514,564$2,192,140$1,003,706,704
7Prudent Management Associates$1,702,870$1,002,990,620$1,002,990,620
8Rodgers & Associates$285,155$862,593,459$862,593,459
9Dinuzzo Index Advisors, Inc.$283,621$716,426,000$716,426,000
10Rockwood Wealth Management, Llc$318,577$597,025,840$75,171,961$672,197,801
11River Wealth Advisors Llc$321,691$491,543,888$491,543,888
12Ellis Investment Partners, Llc$368,779$439,399,780$31,530,684$470,930,464
13Grant Street Asset Management Inc$453,015$422,360,486$26,124,562$448,485,048
14Isi Financial Group Inc$253,257$441,174,313$441,174,313
15Fma Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
16Commonwealth Advisory Group, Ltd.$402,326$361,690,863$361,690,863
17Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
18Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
19Thrive Wealth Management, Llc$329,306$247,648,216$30,944,696$278,592,912
20Sevenbridge Financial Group, Llc$250,881$256,400,000$256,400,000
21Persimmon Capital Management Lp$2,576,279$101,737,000$119,823,000$221,560,000
22Stone House Investment Management, Llc$195,658$218,158,447$218,158,447
23Atwater Malick$352,125$215,500,278$215,500,278
24Mcmahon Financial Advisors, Llc$141,394$207,875,610$4,922,868$212,798,478
25Bishop & Company Investment Management, Llc$426,579$190,680,707$190,680,707
26Wedgewood Investors Inc$566,968$180,862,882$180,862,882
27Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
28Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
29Alliance Wealth Advisors, Llc$215,252$154,309,176$3,255,482$157,564,658
30Wealth Management Solutions$214,451$140,465,302$140,465,302
31Financial Advisory Services, Llc$204,769$131,052,214$131,052,214
32Atlas Wealth Partners Llc$181,349$124,586,519$124,586,519
33Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
34Hyperion Partners, Llc$201,359$119,003,273$119,003,273
35Planning Capital Management Corp.$246,975$115,337,186$115,337,186
36Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
37Wick Capital Partners, Llc$358,477$111,127,959$111,127,959
38Valley Brook Capital Group$431,389$99,293,126$7,260,042$106,553,168
39Trinity Wealth Management, Llc$315,931$85,130,461$15,019,762$100,150,223

Showing 1 to 39 of 39 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.