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$6,410,150$23,172,691,091$0$23,172,691,091
2Convergent Wealth Advisors, LLC$1,585,089$3,148,133,193$1,545,315,305$4,693,448,498
3WMS Partners$6,858,667$2,031,363,673$856,135,241$2,887,498,914
4Heritage Investors Management Corp$1,715,096$1,956,497,375$15,863,123$1,972,360,498
5Pinnacle Advisory Group, Inc.$420,942$1,600,000,000$0$1,600,000,000
6Trumbower Financial Advisors$1,448,210$330,806,167$669,906,787$1,000,712,954
7Maryland Capital Management$659,356$954,447,893$21,399,632$975,847,525
8FBB Capital Partners$376,833$842,450,234$67,600,509$910,050,743
9Tufton Capital Management$1,181,617$757,406,439$87,450,065$844,856,504
10Edgemoor Investment Advisors$960,166$756,610,774$0$756,610,774
11Burt Wealth Advisors$518,315$521,424,894$0$521,424,894
12Aegis Wealth Management$1,288,276$229,446,714$276,845,862$506,292,576
13Cornerstone Advisory, LLP$493,688$484,771,129$9,410,649$494,181,778
14MV Capital Management, Inc.$655,036$475,556,268$0$475,556,268
15The Family Firm, Inc.$307,059$442,275,209$26,911,049$469,186,258
16Wagner Bowman Management Corp$1,140,900$457,501,000$0$457,501,000
17Baltimore-Washington Financial Advisors$902,545$443,744,992$9,332,520$453,077,512
18Horan Capital Management, LLC$346,980$442,051,994$0$442,051,994
19Financial Consulate$148,595$311,970,510$23,407,294$335,377,804
20Private Fund Advisors, Inc.$501,515$331,000,000$0$331,000,000
21FAI Wealth Management$383,790$298,205,107$0$298,205,107
22Lowe FS$227,847$253,185,906$5,648,600$258,834,506
23Vansant Mewshaw$563,035$237,037,928$0$237,037,928
24Benson L K & Co PC$4,661,715$0$219,100,606$219,100,606
25Court Place Advisors$865,554$201,670,000$13,853,000$215,523,000
26Bontempo Ohly Capital Management$401,923$209,000,000$0$209,000,000
271 North Wealth Services$498,665$179,519,476$0$179,519,476
28Geier Asset Management Inc$143,078$165,415,000$10,285,000$175,700,000
29TriCapital Advisors Inc$195,214$166,986,063$6,363,740$173,349,803
30Intervest Ltd$454,400$78,243,307$81,250,999$159,494,306
31Black Diamond Financial, LLC$928,144$150,000,000$5,000,000$155,000,000
32Caplan Financial Group$105,430$152,135,082$1,475,787$153,610,869
33Carmichael Hill & Associates Inc$229,709$150,000,000$0$150,000,000
34Kendall Capital Management$871,556$147,293,000$0$147,293,000
35Ferguson-Johnson Wealth Management, Inc.$317,427$134,446,831$2,998,862$137,445,693
36&Wealth Partners$769,601$55,404,356$81,584,698$136,989,054
37New Potomac Partners LLC$959,697$125,532,713$6,905,457$132,438,170
38Bay Point Wealth Management$1,942,217$120,417,476$0$120,417,476
39Investment Planning Associates Inc$1,000,000$0$120,000,000$120,000,000
40The Ellerson Group Inc$1,358,169$117,488,878$671,794$118,160,672
41Tred Avon Family Wealth, LLC$5,618,286$0$117,984,003$117,984,003
42Hopkins Investment Management.$647,807$109,191,241$3,527,119$112,718,360
43Ivy League Financial Advisors$268,859$108,618,928$0$108,618,928
44Calvert Investment Counsel$541,332$88,474,367$18,167,977$106,642,344
45Garnet Group$546,965$101,351,288$3,665,922$105,017,210
46Hawthorn Capital Management, LLC$2,560,976$105,000,000$0$105,000,000

Showing 1 to 46 of 46 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.