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
1Chevy Chase Trust Company$7,606,728$25,528,177,638$0$25,528,177,638
2WMS Partners$6,709,552$2,408,286,015$1,033,714,041$3,442,000,056
3Heritage Investors Management Corp$1,834,639$2,120,096,908$17,257,447$2,137,354,355
4Pinnacle Advisory Group, Inc.$400,000$1,800,000,000$0$1,800,000,000
5Trumbower Financial Advisors$1,556,543$358,292,207$767,088,492$1,125,380,699
6Cornerstone Advisory$549,067$986,645,018$4,420,245$991,065,263
7Maryland Capital Management$661,589$965,045,571$21,383,376$986,428,947
8FBB Capital Partners$384,308$909,722,371$67,958,291$977,680,662
9Edgemoor Investment Advisors$1,054,824$828,037,137$0$828,037,137
10Tufton Capital Management, LLC$887,219$632,633,350$61,171,845$693,805,195
11Burt Wealth Advisors$545,435$577,070,335$0$577,070,335
12Aegis Wealth Management$1,199,121$327,595,318$227,597,533$555,192,851
13Wagner Bowman Management Corp$1,178,378$555,016,000$0$555,016,000
14MV Capital Management, Inc.$742,292$524,733,790$808,602$525,542,392
15The Family Firm, Inc.$345,708$494,276,305$27,050,757$521,327,062
16Baltimore-Washington Financial Advisors$990,509$485,375,439$10,869,670$496,245,109
17Horan Capital Management, LLC$373,987$485,060,761$0$485,060,761
18FAI Wealth Management$416,352$320,174,342$0$320,174,342
19Financial Consulate$145,101$297,311,444$0$297,311,444
20Court Place Advisors$905,317$242,044,975$15,064,970$257,109,945
21Vansant Mewshaw$567,933$255,002,092$0$255,002,092
22A.G. Campbell Advisory, LLC$3,734,041$62,141,104$191,773,655$253,914,759
23Lowe Wealth Advisors, LLC$234,981$243,001,337$6,078,305$249,079,642
24Bontempo Ohly Capital Management$410,461$231,500,000$0$231,500,000
25Benson L K & Co PC$4,734,401$0$227,251,247$227,251,247
26Geier Asset Management Inc$171,035$197,724,000$10,084,000$207,808,000
27&Wealth Partners$1,030,857$89,109,458$113,969,415$203,078,873
28Caplan Financial Group$154,429$186,739,738$1,663,132$188,402,870
291 North Wealth Services$535,444$187,405,418$0$187,405,418
30Potomac Fund Management$116,208$184,186,419$2,676,462$186,862,881
31Kendall Capital Management$960,492$177,691,000$0$177,691,000
32Black Diamond Financial, LLC$902,821$164,663,672$10,483,575$175,147,247
33TriCapital Advisors Inc$195,214$166,986,063$6,363,740$173,349,803
34Tred Avon Family Wealth, LLC$2,310,202$5,042,779$163,601,938$168,644,717
35Carmichael Hill & Associates Inc$242,966$163,030,304$0$163,030,304
36Ferguson-Johnson Wealth Management, Inc.$337,877$147,591,757$2,425,639$150,017,396
37New Potomac Partners LLC$846,040$133,980,000$7,308,600$141,288,600
38Convergent Wealth Advisors, LLC$33,414,026$133,656,104$0$133,656,104
39Bay Point Wealth Management$1,641,713$131,337,076$0$131,337,076
40The Ellerson Group Inc$1,501,719$129,948,565$701,000$130,649,565
41Investment Planning Associates Inc$1,000,000$0$130,000,000$130,000,000
42Intervest Ltd$346,766$79,728,595$47,881,355$127,609,950
43Hopkins Investment Management.$246,211$116,950,000$0$116,950,000
44Calvert Investment Counsel$561,498$95,828,060$19,279,116$115,107,176
45Ivy League Financial Advisors$290,077$111,969,653$0$111,969,653
46Garnet Group$587,662$108,129,717$0$108,129,717
47Hawthorn Capital Management, LLC$2,625,000$105,000,000$0$105,000,000
48MBI, LLC$551,648$94,300,000$6,100,000$100,400,000

Showing 1 to 48 of 48 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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.