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$6,621,475$18,944,040,654$0$18,944,040,654
2Convergent Wealth Advisors, LLC$1,736,573$6,170,643,536$2,251,733,365$8,422,376,901
3WMS Partners$6,771,746$1,826,039,673$720,136,879$2,546,176,552
4Heritage Investors Management Corp$1,673,603$1,723,840,191$13,359,705$1,737,199,896
5Highline Wealth Management$787,098$932,220,701$402,697,564$1,334,918,265
6Pinnacle Advisory Group, Inc.$376,892$1,220,000,000$0$1,220,000,000
7Trumbower Financial Advisors$1,554,793$288,168,664$711,563,275$999,731,939
8FBB Capital Partners$365,604$707,909,143$56,568,257$764,477,400
9Aegis Wealth Management$1,513,675$308,986,545$328,270,828$637,257,373
10Burt Wealth Advisors$530,644$500,927,891$0$500,927,891
11MTX Wealth Management$732,406$480,458,135$0$480,458,135
12Wagner Bowman Management Corp$400,953$469,917,000$0$469,917,000
13The Family Firm, Inc.$350,524$427,385,217$26,192,878$453,578,095
14Baltimore-Washington Financial Advisors$945,145$437,946,074$10,997,895$448,943,969
15Horan Capital Management,LLC$351,598$446,881,683$0$446,881,683
16Cornerstone Advisory, LLP$506,851$327,800,662$92,379,082$420,179,744
17FAI Wealth Management$1,507,859$330,221,133$0$330,221,133
18Financial Consulate$139,679$305,187,954$18,029,378$323,217,332
19&Wealth Partners$863,604$49,380,691$209,700,613$259,081,304
20Private Fund Advisors, Inc.$392,523$210,000,000$0$210,000,000
21Benson L K & Co PC$4,791,035$0$201,223,487$201,223,487
22Bontempo Ohly Capital Management$373,585$198,000,000$0$198,000,000
23Lowe FS$216,745$190,653,599$5,283,678$195,937,277
24Court Place Advisors$793,519$177,548,000$12,103,000$189,651,000
25TriCapital Advisors Inc$225,498$181,996,649$6,068,909$188,065,558
26Geier Asset Management Inc$165,388$156,073,000$16,261,000$172,334,000
271 North Wealth Services$470,245$166,553,561$2,734,461$169,288,022
28Carmichael Hill & Associates Inc$217,892$150,318,000$5,039,000$155,357,000
29Triton Wealth Management$141,832$134,882,000$0$134,882,000
30Calvert Investment Counsel$614,988$102,179,812$23,277,642$125,457,454
31Hopkins Investment Management.$786,164$115,000,000$10,000,000$125,000,000
32Intervest Ltd$354,807$74,271,962$48,846,216$123,118,178
33Kendall Capital Management$797,315$118,800,000$0$118,800,000
34Ivy League Financial Advisors$274,370$117,704,542$0$117,704,542
35The Ellerson Group Inc$1,336,881$116,770,504$875,005$117,645,509
36Hawthorn Capital Management$3,314,286$116,000,000$0$116,000,000
37Corcoran Group$1,841,190$78,714,000$28,075,000$106,789,000
38Garnet Group$2,272,032$106,785,495$0$106,785,495

Showing 1 to 38 of 38 entries

Page 1

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, 2014. (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.