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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1MILL CREEK CAPITAL ADVISORS, LLC$25,368,180$8,728,115,259$708,847,706$9,436,962,965
2COHO PARTNERS, LTD.$5,397,569$6,660,600,000$6,660,600,000
3WALDRON PRIVATE WEALTH$1,680,007$4,037,332,744$100,524,666$4,137,857,410
4FORBES FAMILY TRUST$14,220,634$2,278,083,167$1,376,619,779$3,654,702,946
5WHARTON BUSINESS GROUP, LLC$9,969,720$3,152,023,592$287,529,662$3,439,553,254
6SAGE FINANCIAL GROUP INC.$861,694$2,771,034,162$244,895,036$3,015,929,198
7RADNOR FINANCIAL ADVISORS, LLC$1,087,476$2,789,751,419$24,637,054$2,814,388,473
8LOGAN CAPITAL MANAGEMENT, INC.$1,724,003$1,937,312,923$698,687,923$2,636,000,846
9CONFLUENCE FINANCIAL PARTNERS$405,134$2,339,588,415$168,998,347$2,508,586,762
10GIBSON CAPITAL, LLC$2,478,442$2,257,765,886$136,409,108$2,394,174,994
11ROFFMAN MILLER ASSOCIATES INC$1,733,325$2,301,428,075$26,426,884$2,327,854,959
12BLB & B ADVISORS, LLC$746,059$1,929,670,196$135,419,793$2,065,089,989
13GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,551,416$1,985,812,000$1,985,812,000
14BILL FEW ASSOCIATES, INC.$318,000$1,251,432,853$451,139,339$1,702,572,192
15MITCHELL SINKLER & STARR$3,334,378$386,839,378$1,260,343,451$1,647,182,829
16CONSERVEST CAPITAL ADVISORS INC$6,183,034$1,589,039,759$1,589,039,759
17DOMANI WEALTH, LLC$480,458$1,475,989,877$17,274,439$1,493,264,316
18RKL WEALTH MANAGEMENT LLC$1,674,883$1,249,063,345$181,286,520$1,430,349,865
19RODGERS & ASSOCIATES$423,877$1,382,262,598$1,382,262,598
20ROCKWOOD WEALTH MANAGEMENT, LLC$405,539$1,345,437,126$32,583,154$1,378,020,280
21PRUDENT MANAGEMENT ASSOCIATES$1,983,619$1,221,909,235$1,221,909,235
22DT INVESTMENT PARTNERS, LLC$785,009$1,148,770,311$29,527,809$1,178,298,120
23KISTLER-TIFFANY ADVISORS$789,548$1,141,036,700$14,862,221$1,155,898,921
24BALDWIN INVESTMENT MANAGEMENT, LLC$940,924$758,450,284$383,831,244$1,142,281,528
25LGL PARTNERS, LLC$2,196,647$692,617,513$425,475,614$1,118,093,127
26PROWELL FINANCIAL MANAGEMENT, LLC$4,712,996$1,102,840,949$1,102,840,949
27LEHMAN FINANCIAL RESOURCES$460,538$1,074,895,757$1,074,895,757
28HENRY H. ARMSTRONG ASSOCIATES, INC.$7,328,180$1,055,257,923$1,055,257,923
29RIVER WEALTH ADVISORS LLC$527,987$1,040,134,975$1,040,134,975
30WEST CAPITAL MANAGEMENT$637,846$943,782,885$15,536,931$959,319,816
31ROBLE, BELKO AND COMPANY, INC.$1,129,413$936,283,334$936,283,334
32TRAYNOR CAPITAL MANAGEMENT$491,654$794,257,688$139,884,118$934,141,806
33STILLWATER CAPITAL ADVISORS, LLC$477,711$802,766,409$85,298,088$888,064,497
34AUFMAN ASSOCIATES INC$3,603,723$875,704,723$875,704,723
35THE MARSHALL FINANCIAL GROUP, INC$562,735$822,649,177$12,449,285$835,098,462
36THE FAIRMAN GROUP, LLC$856,824$483,105,906$322,308,184$805,414,090
37ELLIS INVESTMENT PARTNERS, LLC$450,930$726,332,514$60,088,844$786,421,358
38THRIVE WEALTH MANAGEMENT, LLC$426,082$730,163,962$43,174,296$773,338,258
39PENNSYLVANIA CAPITAL MANAGEMENT INC.$761,784$565,748,205$195,274,002$761,022,207
40ISI FINANCIAL GROUP INC$359,529$721,935,095$721,935,095
41COVINGTON INVESTMENT ADVISORS, INC.$1,429,129$656,140,847$25,553,916$681,694,763
42GKFO, LLC$2,754,407$294,989,266$330,261,182$625,250,448
43BALDRIGE ASSET MANAGEMENT$707,101$564,707,901$47,641,646$612,349,547
44TOWERCREST CAPITAL MANAGEMENT, LLC$488,937$606,770,591$606,770,591
45PARSONS CAPITAL MANAGEMENT, LLC$389,291$601,455,054$601,455,054
46TREBUCHET CONSULTING, LLC$980,555$597,158,245$597,158,245
47GRANT STREET ASSET MANAGEMENT INC$605,358$587,617,819$8,054,423$595,672,242
48YOUNGS ADVISORY GROUP, INC.$609,704$587,755,086$587,755,086
49BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$392,277$530,025,582$47,405,578$577,431,160
50ROOTSTOCK ADVISORS$2,805,134$300,011,967$235,768,687$535,780,654
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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 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.