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

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.