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$6,458,283$18,205,900,350$0$18,205,900,350
2WMS Partners$6,771,746$1,826,039,673$720,136,879$2,546,176,552
3Heritage Investors Management Corp$1,673,603$1,723,840,191$13,359,705$1,737,199,896
4Highline Wealth Management$787,098$932,220,701$402,697,564$1,334,918,265
5Pinnacle Advisory Group, Inc.$376,892$1,220,000,000$0$1,220,000,000
6Trumbower Financial Advisors$1,554,793$288,168,664$711,563,275$999,731,939
7FBB Capital Partners$365,604$707,909,143$56,568,257$764,477,400
8Aegis Wealth Management$1,513,675$308,986,545$328,270,828$637,257,373
9Burt Wealth Advisors$530,644$500,927,891$0$500,927,891
10MTX Wealth Management$732,406$480,458,135$0$480,458,135
11The Family Firm, Inc.$350,524$427,385,217$26,192,878$453,578,095
12Horan Capital Management,LLC$351,598$446,881,683$0$446,881,683
13Cornerstone Advisory, LLP$506,851$327,800,662$92,379,082$420,179,744
14Baltimore-Washington Financial Advisors$954,169$405,078,410$10,939,257$416,017,667
15Wagner Bowman Management Corp$342,519$389,102,000$0$389,102,000
16FAI Wealth Management$1,507,859$330,221,133$0$330,221,133
17Financial Consulate$139,679$305,187,954$18,029,378$323,217,332
18Calvert Investment Counsel$723,273$278,293,958$34,159,884$312,453,842
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
30Hopkins Investment Management.$786,164$115,000,000$10,000,000$125,000,000
31Intervest Ltd$354,807$74,271,962$48,846,216$123,118,178
32Kendall Capital Management$797,315$118,800,000$0$118,800,000
33Ivy League Financial Advisors$274,370$117,704,542$0$117,704,542
34The Ellerson Group Inc$1,336,881$116,770,504$875,005$117,645,509
35Hawthorn Capital Management$3,314,286$116,000,000$0$116,000,000
36Corcoran Group$1,841,190$78,714,000$28,075,000$106,789,000
37Garnet Group$2,272,032$106,785,495$0$106,785,495

Showing 1 to 37 of 37 entries

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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.