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

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.