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$6,645,078$21,211,088,683$0$21,211,088,683
2Convergent Wealth Advisors, LLC$2,344,113$5,847,015,023$2,355,036,310$8,202,051,333
3WMS Partners$6,855,551$1,995,379,075$753,696,869$2,749,075,944
4Heritage Investors Management Corp$1,764,359$1,930,596,841$19,019,980$1,949,616,821
5Pinnacle Advisory Group, Inc.$402,183$1,400,000,000$0$1,400,000,000
6Highline Wealth Management$447,519$1,017,501,308$334,005,258$1,351,506,566
7Trumbower Financial Advisors$1,578,713$321,758,277$718,613,623$1,040,371,900
8Maryland Capital Management$692,201$881,134,000$22,881,000$904,015,000
9FBB Capital Partners$366,315$809,914,161$61,915,993$871,830,154
10Edgemoor Investment Advisors$996,610$785,328,942$0$785,328,942
11Aegis Wealth Management$1,363,412$650,347,643$0$650,347,643
12Burt Wealth Advisors$521,246$522,809,979$0$522,809,979
13The Family Firm, Inc.$399,296$463,200,517$51,092,099$514,292,616
14Baltimore-Washington Financial Advisors$987,280$469,445,948$13,333,738$482,779,686
15Cornerstone Advisory, LLP$507,293$460,221,203$8,517,919$468,739,122
16Wagner Bowman Management Corp$375,953$467,309,000$0$467,309,000
17Horan Capital Management,LLC$371,850$456,632,368$0$456,632,368
18MTX Wealth Management$835,427$341,689,655$0$341,689,655
19Financial Consulate$148,404$320,773,404$18,775,140$339,548,544
20FAI Wealth Management$1,570,663$320,415,262$0$320,415,262
21&Wealth Partners$813,821$49,394,752$216,724,790$266,119,542
22Private Fund Advisors, Inc.$399,366$252,000,000$0$252,000,000
23Vansant Mewshaw$577,225$235,507,774$0$235,507,774
24Benson L K & Co PC$4,731,941$0$222,401,208$222,401,208
25Lowe FS$233,817$207,485,089$6,223,693$213,708,782
26Court Place Advisors$873,719$198,408,000$13,032,000$211,440,000
27Bontempo Ohly Capital Management$389,535$201,000,000$0$201,000,000
281 North Wealth Services$515,914$185,728,925$0$185,728,925
29TriCapital Advisors Inc$198,154$173,184,340$6,342,979$179,527,319
30Carmichael Hill & Associates Inc$227,832$151,000,000$11,900,000$162,900,000
31Geier Asset Management Inc$146,716$150,147,000$11,534,000$161,681,000
32Triton Wealth Management$151,943$153,918,000$0$153,918,000
33Kendall Capital Management$896,394$152,387,000$0$152,387,000
34Intervest Ltd$386,943$81,641,512$57,657,916$139,299,428
35New Potomac Partners LLC$977,071$125,612,916$8,245,743$133,858,659
36Ivy League Financial Advisors$299,295$128,397,717$0$128,397,717
37The Ellerson Group Inc$1,435,636$126,860,740$910,870$127,771,610
38Hopkins Investment Management.$787,840$116,616,648$10,225,635$126,842,283
39Corcoran Group$2,040,323$92,500,000$34,000,000$126,500,000
40Calvert Investment Counsel$596,936$90,662,640$23,352,185$114,014,825
41Garnet Group$616,161$109,676,729$0$109,676,729

Showing 1 to 41 of 41 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.