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

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.