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 |
|---|---|---|---|---|---|
| 1 | MILL CREEK CAPITAL ADVISORS, LLC | $25,368,180 | $8,728,115,259 | $708,847,706 | $9,436,962,965 |
| 2 | COHO PARTNERS, LTD. | $5,397,569 | $6,660,600,000 | — | $6,660,600,000 |
| 3 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 4 | WHARTON BUSINESS GROUP, LLC | $9,969,720 | $3,152,023,592 | $287,529,662 | $3,439,553,254 |
| 5 | SAGE FINANCIAL GROUP INC. | $861,694 | $2,771,034,162 | $244,895,036 | $3,015,929,198 |
| 6 | CONFLUENCE FINANCIAL PARTNERS | $405,134 | $2,339,588,415 | $168,998,347 | $2,508,586,762 |
| 7 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 8 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 9 | CONSERVEST CAPITAL ADVISORS INC | $6,183,034 | $1,589,039,759 | — | $1,589,039,759 |
| 10 | ROCKWOOD WEALTH MANAGEMENT, LLC | $405,539 | $1,345,437,126 | $32,583,154 | $1,378,020,280 |
| 11 | BILL FEW ASSOCIATES, INC. | $318,000 | $1,251,432,853 | $451,139,339 | $1,702,572,192 |
| 12 | RKL WEALTH MANAGEMENT LLC | $1,674,883 | $1,249,063,345 | $181,286,520 | $1,430,349,865 |
| 13 | PROWELL FINANCIAL MANAGEMENT, LLC | $4,712,996 | $1,102,840,949 | — | $1,102,840,949 |
| 14 | LEHMAN FINANCIAL RESOURCES | $460,538 | $1,074,895,757 | — | $1,074,895,757 |
| 15 | HENRY H. ARMSTRONG ASSOCIATES, INC. | $7,328,180 | $1,055,257,923 | — | $1,055,257,923 |
| 16 | ROBLE, BELKO AND COMPANY, INC. | $1,129,413 | $936,283,334 | — | $936,283,334 |
| 17 | AUFMAN ASSOCIATES INC | $3,603,723 | $875,704,723 | — | $875,704,723 |
| 18 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 19 | ISI FINANCIAL GROUP INC | $359,529 | $721,935,095 | — | $721,935,095 |
| 20 | COVINGTON INVESTMENT ADVISORS, INC. | $1,429,129 | $656,140,847 | $25,553,916 | $681,694,763 |
| 21 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 22 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 23 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 24 | SEVENBRIDGE FINANCIAL GROUP, LLC | $531,320 | $475,000,000 | — | $475,000,000 |
| 25 | RIGGS ASSET MANAGEMENT CO INC | $585,098 | $441,811,892 | $9,298,630 | $451,110,522 |
| 26 | APEX FINANCIAL ADVISORS, INC | $776,245 | $439,179,144 | $4,833,014 | $444,012,158 |
| 27 | SMITHBRIDGE ASSET MANAGEMENT INC | $708,011 | $432,974,362 | $20,152,868 | $453,127,230 |
| 28 | KADES & CHEIFETZ, LLC | $511,330 | $421,335,696 | — | $421,335,696 |
| 29 | LOUNTZIS ASSET MANAGEMENT, LLC | $1,696,123 | $415,550,049 | — | $415,550,049 |
| 30 | ATWATER MALICK | $475,797 | $405,379,058 | — | $405,379,058 |
| 31 | HOEY INVESTMENTS, INC. | $350,909 | $386,000,442 | — | $386,000,442 |
| 32 | QUATTRO ADVISORS L.L.C. | $284,068 | $385,978,824 | $17,965,752 | $403,944,576 |
| 33 | WEALTH MANAGEMENT SOLUTIONS | $278,969 | $385,535,080 | — | $385,535,080 |
| 34 | OARS CAPITAL | $524,394 | $372,319,599 | — | $372,319,599 |
| 35 | ANDESA FINANCIAL MANAGEMENT, INC. | $522,508 | $370,069,650 | $29,648,894 | $399,718,544 |
| 36 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 37 | HOTALING INVESTMENT MANAGEMENT, LLC | $652,882 | $353,209,299 | — | $353,209,299 |
| 38 | MB, LEVIS & ASSOCIATES,LLC | $601,851 | $345,462,211 | — | $345,462,211 |
| 39 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 40 | SFG INVESTMENT ADVISORS, INC. | $512,772 | $328,174,026 | — | $328,174,026 |
| 41 | G&H INVESTMENTS | $3,320,561 | $325,300,000 | $30,000,000 | $355,300,000 |
| 42 | HYPERION PARTNERS, LLC | $400,414 | $308,472,449 | $7,454,127 | $315,926,576 |
| 43 | WRIGHT ASSOCIATES | $2,269,329 | $304,090,020 | — | $304,090,020 |
| 44 | ROOTSTOCK ADVISORS | $2,805,134 | $300,011,967 | $235,768,687 | $535,780,654 |
| 45 | GKFO, LLC | $2,754,407 | $294,989,266 | $330,261,182 | $625,250,448 |
| 46 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | $514,521 | $291,149,378 | $11,388,820 | $302,538,198 |
| 47 | ARIN RISK ADVISORS LLC | $16,902,462 | $287,341,858 | — | $287,341,858 |
| 48 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 49 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $1,110,973 | $281,076,292 | — | $281,076,292 |
| 50 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
