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
1Trebuchet Consulting$686,184$288,883,503$288,883,503
2Barnstone Advisors LLC$851,292$105,560,171$105,560,171
3Morton Brown Family Wealth LLC$334,678$109,021,738$2,760,632$111,782,370
4Oak Grove Capital, LLC$1,724,554$132,790,647$132,790,647
5Crossgate Wealth Advisors, LLC$245,966$140,238,771$1,191,721$141,430,492
6B & L Asset Management$606,185$148,987,635$3,164,842$152,152,477
7Hoey Investments, Inc.$181,579$158,700,000$158,700,000
8Aspire Wealth Architects$484,454$164,714,375$164,714,375
9GKFO$3,028,494$181,994,506$326,792,551$508,787,057
10Hotaling Investment Management, LLC$516,342$194,603,572$16,063,953$210,667,525
11Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
12SFG Investment Advisors, Inc.$375,673$211,504,040$211,504,040
13Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
14MB, Levis & Associates,LLC$451,664$231,703,599$231,703,599
15Prowell Financial Management, LLC$1,676,445$233,025,815$233,025,815
16Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
17The Fairman Group$574,236$241,646,943$229,800,982$471,447,925
18Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
19Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
20TGS Financial Advisors$239,310$274,488,624$274,488,624
21Kades & Cheifetz, LLC$327,755$288,424,584$288,424,584
22Baldwin Investment Management$737,201$393,582,804$308,969,805$702,552,609
23Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
24Roof Advisory Group, Inc.$1,992,686$444,109,212$32,142,643$476,251,855
25The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
26Roble, Belko and Company, Inc.$932,139$611,482,883$611,482,883
27Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
28LGL Partners, LLC$4,431,076$642,519,389$1,129,910,885$1,772,430,274
29Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
30Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
31Stillwater Capital Advisors$431,625$713,295,965$105,927,581$819,223,546
32Asset Planning Services Ltd..$471,513$748,209,908$13,755,239$761,965,147
33Independence Advisors$680,797$921,099,497$2,061,764$923,161,261
34Domani Wealth$1,160,947$1,055,910,065$15,644,037$1,071,554,102
35Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
36Radnor Financial Advisors, LLC$628,244$1,600,764,456$1,600,764,456
37Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
38Wharton Business Group, LLC$8,084,454$2,097,991,451$230,331,242$2,328,322,693

Showing 1 to 38 of 38 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.

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