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
1Radnor Financial Advisors, Llc$628,244$1,600,764,456$1,600,764,456
2Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
3Conservest Capital Advisors Inc$4,706,442$1,082,481,560$1,082,481,560
4Lehman Financial Resources$438,640$718,492,722$718,492,722
5Roble, Belko And Company, Inc.$932,139$611,482,883$611,482,883
6Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
7Kades & Cheifetz, Llc$327,755$288,424,584$288,424,584
8Tgs Financial Advisors$239,310$274,488,624$274,488,624
9Prowell Financial Management, Llc$1,676,445$233,025,815$233,025,815
10Mb, Levis & Associates,Llc$451,664$231,703,599$231,703,599
11Sfg Investment Advisors, Inc.$375,673$211,504,040$211,504,040
12Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
13Aspire Wealth Architects$484,454$164,714,375$164,714,375
14Hoey Investments, Inc.$181,579$158,700,000$158,700,000
15Wright Associates$1,759,774$158,379,646$158,379,646
16Oak Grove Capital, Llc$1,724,554$132,790,647$132,790,647
17Barnstone Advisors Llc$851,292$105,560,171$105,560,171
18Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
19Crossgate Wealth Advisors, Llc$245,966$140,238,771$1,191,721$141,430,492
20Independence Advisors, Llc$680,797$921,099,497$2,061,764$923,161,261
21Morton Brown Family Wealth Llc$334,678$109,021,738$2,760,632$111,782,370
22B & L Asset Management, Llc$606,185$148,987,635$3,164,842$152,152,477
23Riggs Asset Management Co Inc$438,194$316,203,816$3,677,641$319,881,457
24Waldron Private Wealth$9,978,282$1,830,837,051$5,166,881$1,836,003,932
25Mighty Oak Strong America Investment Company$340,002$177,685,957$6,255,383$183,941,340
26The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
27Forefront Wealth Management$320,071$105,759,366$12,987,088$118,746,454
28Asset Planning Services Ltd.$471,513$748,209,908$13,755,239$761,965,147
29Domani Wealth, Llc$1,160,947$1,055,910,065$15,644,037$1,071,554,102
30Hotaling Investment Management, Llc$516,342$194,603,572$16,063,953$210,667,525
31Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
32Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
33Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
34Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
35Pennsylvania Capital Management Inc.$395,897$263,023,167$83,782,332$346,805,499
36Gibson Capital, Llc$1,819,439$1,496,869,837$89,680,852$1,586,550,689
37Stillwater Capital Advisors, Llc$431,625$713,295,965$105,927,581$819,223,546
38Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
39Rootstock Advisors$1,663,479$141,387,044$209,607,031$350,994,075
40Sage Financial Group Inc.$638,288$1,620,960,126$217,308,598$1,838,268,724
41The Fairman Group, Llc$574,236$241,646,943$229,800,982$471,447,925
42Wharton Business Group, Llc$8,084,454$2,097,991,451$230,331,242$2,328,322,693
43Trebuchet Consulting, Llc$686,184$288,883,503$288,883,503
44Baldwin Investment Management, Llc$737,201$393,582,804$308,969,805$702,552,609
45Gkfo, Llc$3,028,494$181,994,506$326,792,551$508,787,057
46Forbes Family Trust$9,109,256$493,264,504$891,342,390$1,384,606,894
47Lgl Partners, Llc$4,431,076$642,519,389$1,129,910,885$1,772,430,274

Showing 1 to 47 of 47 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.


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