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 Co.$5,177,408$14,641,711,000$0$14,641,711,000
2WMS Partners$5,883,558$1,595,611,981$693,092,152$2,288,704,133
3Heritage Investors Management Corp.$1,427,608$1,413,610,844$6,858,934$1,420,469,778
4Highline Wealth Management$800,197$752,593,232$446,902,729$1,199,495,961
5Pinnacle Advisory Group Inc.$389,944$1,029,061,128$0$1,029,061,128
6Trumbower Financial Advisors$1,265,179$260,853,244$529,883,349$790,736,593
7FBB Capital Partners$330,019$614,048,743$46,319,125$660,367,868
8Aegis Wealth Management$1,511,350$147,708,504$384,286,864$531,995,368
9Burt Wealth Advisors$499,802$445,323,497$0$445,323,497
10The Family Firm Inc.$335,561$409,465,900$24,750,636$434,216,536
11MTX Wealth Management$679,148$425,146,505$0$425,146,505
12Horan Capital Management$338,054$379,635,116$0$379,635,116
13Baltimore-Washington Financial Advisors$891,439$350,989,275$237,500$351,226,775
14Cornerstone Advisory$437,168$263,895,829$74,035,043$337,930,872
15Wagner Bowman Management Corp.$288,803$336,455,000$0$336,455,000
16Calvert Investment Counsel$665,291$287,592,279$38,400,244$325,992,523
17Financial Consulate$139,976$294,012,684$17,014,933$311,027,617
18FAI Wealth Management$1,410,727$308,949,273$0$308,949,273
19Freed Advisors$2,226,870$290,275,239$1,444,681$291,719,920
20And Wealth Partners (&wealth)$849,694$42,360,048$192,155,385$234,515,433
21L.K. Benson & Co.$5,035,461$0$206,453,892$206,453,892
22Lowe FS$205,784$199,296,600$4,017,663$203,314,263
23Private Fund Advisors Inc.$400,000$200,000,000$0$200,000,000
24Geier Asset Management Inc.$187,141$181,696,000$12,931,000$194,627,000
25Tricapital Advisors Inc.$177,800$171,495,278$5,416,013$176,911,291
26Bontempo Ohly Capital Management$341,176$174,000,000$0$174,000,000
27Middleton Gardiner Group$421,838$166,556,240$2,178,943$168,735,183
28Court Place Advisors$627,197$140,500,000$9,400,000$149,900,000
29Carmichael Hill & Associates Inc.$193,617$131,000,000$5,500,000$136,500,000
30Parrish & Co. Private Wealth Management$250,231$123,961,591$4,407,094$128,368,685
32YellowWood Financial Advisors Inc.$373,495$115,677,026$1,600,475$117,277,501
33Wiener Financial Management$306,316$116,400,000$0$116,400,000
34Ferguson Asset Management Inc.$819,555$114,737,667$0$114,737,667
35Hawthorn Capital Management$3,200,000$112,000,000$0$112,000,000
36Hopkins Investment Management.$674,623$106,327,737$5,659,689$111,987,426
37The Ellerson Group Inc.$1,189,740$107,535,505$730,791$108,266,296
38Kendall Capital Management$732,287$104,717,000$0$104,717,000
39Triton Wealth Management$112,624$102,937,882$0$102,937,882
40Corcoran Group$1,856,364$73,300,000$28,800,000$102,100,000

Showing 1 to 40 of 40 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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.