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

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 2,206 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.