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

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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