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$5,918,490$2,712,373,140$1,164,238,044$3,876,611,184
3Heritage Investors Management Corp$1,834,639$2,120,096,908$17,257,447$2,137,354,355
4Pinnacle Advisory Group, Inc.$395,833$1,900,000,000$0$1,900,000,000
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
11Baltimore-Washington Financial Advisors$1,177,575$576,551,174$13,414,003$589,965,177
12Burt Wealth Advisors$545,435$577,070,335$0$577,070,335
13Aegis Wealth Management$1,199,121$327,595,318$227,597,533$555,192,851
14WBH Advisory, Inc.$1,178,378$555,016,000$0$555,016,000
15MV Capital Management, Inc.$742,292$524,733,790$808,602$525,542,392
16The Family Firm, Inc.$345,708$494,276,305$27,050,757$521,327,062
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
33Tred Avon Family Wealth, LLC$2,310,202$5,042,779$163,601,938$168,644,717
34Carmichael Hill & Associates Inc$242,966$163,030,304$0$163,030,304
35New Potomac Partners LLC$846,040$133,980,000$7,308,600$141,288,600
36Bay Point Wealth Management$1,641,713$131,337,076$0$131,337,076
37The Ellerson Group Inc$1,501,719$129,948,565$701,000$130,649,565
38Investment Planning Associates Inc$1,000,000$0$130,000,000$130,000,000
39Intervest Ltd$346,766$79,728,595$47,881,355$127,609,950
40Hopkins Investment Management.$246,211$116,950,000$0$116,950,000
41Calvert Investment Counsel$561,498$95,828,060$19,279,116$115,107,176
42Ivy League Financial Advisors$290,077$111,969,653$0$111,969,653
43Garnet Group$587,662$108,129,717$0$108,129,717
44Hawthorn Capital Management, LLC$2,625,000$105,000,000$0$105,000,000
45MBI, LLC$551,648$94,300,000$6,100,000$100,400,000

Showing 1 to 45 of 45 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


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