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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Chevy Chase Trust Company | $5,029,820 | $10,361,421,000 | $5,038,000 | $10,366,459,000 |
| 2 | Wms Partners LLC | $4,457,060 | $1,009,397,975 | $581,772,572 | $1,591,170,547 |
| 3 | Heritage Investors Management Corp | $1,396,712 | $1,244,201,086 | $5,856,457 | $1,250,057,543 |
| 4 | Highline Wealth Management LLC | $700,544 | $487,382,604 | $702,841,444 | $1,190,224,048 |
| 5 | Pinnacle Advisory Group Inc. | $340,706 | $896,737,970 | N/A | $896,737,970 |
| 6 | Trumbower Financial Advisors LLC | $1,177,498 | $213,830,997 | $462,052,996 | $675,883,993 |
| 7 | Maryland Capital Management LLC | $550,901 | $564,948,000 | $31,678,000 | $596,626,000 |
| 8 | Fbb Capital Partners | $303,753 | $531,718,902 | $35,995,092 | $567,713,994 |
| 9 | Aegis Wealth Management LLC | $1,210,943 | $166,196,253 | $262,477,614 | $428,673,867 |
| 10 | Horan Capital Management,LLC | $440,550 | $396,494,633 | N/A | $396,494,633 |
| 11 | The Family Firm Inc. | $262,973 | $371,459,008 | $23,000,246 | $394,459,254 |
| 12 | Mtx Wealth Management LLC | $644,927 | $377,927,325 | N/A | $377,927,325 |
| 13 | Burt Wealth Advisors | $444,524 | $373,844,879 | N/A | $373,844,879 |
| 14 | Calvert Investment Counsel | $602,365 | $253,422,698 | $38,122,097 | $291,544,795 |
| 15 | Wagner Bowman Management Corp | $268,215 | $286,722,000 | N/A | $286,722,000 |
| 16 | Baltimore-Washington Financial Advisors | $741,544 | $277,846,282 | $232,610 | $278,078,892 |
| 17 | Financial Advantage Inc. | $1,362,298 | $268,372,626 | N/A | $268,372,626 |
| 18 | Financial Consulate | $109,618 | $250,000,000 | $11,000,000 | $261,000,000 |
| 19 | Freed Advisors | $1,957,157 | $249,143,499 | $1,372,604 | $250,516,103 |
| 20 | &Wealth Partners | $715,294 | $42,115,675 | $168,180,803 | $210,296,478 |
| 21 | Geier Asset Management Inc. | $461,125 | $173,476,000 | $14,202,000 | $187,678,000 |
| 22 | Benson L K & Co P C | $3,870,842 | N/A | $174,187,911 | $174,187,911 |
| 23 | Lowe Fs LLC | $205,185 | $143,609,044 | $4,124,094 | $147,733,138 |
| 24 | Bontempo Ohly Capital Management LLC | $307,292 | $147,500,000 | N/A | $147,500,000 |
| 25 | Private Fund Advisors Inc. | $355,072 | $147,000,000 | N/A | $147,000,000 |
| 26 | Middleton Gardiner Group LLC | $330,879 | $138,714,765 | $1,577,786 | $140,292,551 |
| 27 | Court Place Advisors LLC | $604,867 | $126,700,000 | $10,000,000 | $136,700,000 |
| 28 | Carmichael Hill & Associates Inc. | $186,912 | $122,188,000 | $5,099,000 | $127,287,000 |
| 29 | Intervest Ltd | $330,545 | $49,993,357 | $73,630,358 | $123,623,715 |
| 30 | Parrish & Company Private Wealth Management LLC | $243,157 | $116,912,620 | $4,422,652 | $121,335,272 |
| 31 | Yellowwood Financial Advisors Inc. | $391,766 | $114,836,000 | $735,000 | $115,571,000 |
| 32 | Hopkins Investment Management LLC. | $671,591 | $100,392,519 | $7,061,999 | $107,454,518 |
| 33 | Hawthorn Capital Management LLC | $3,533,333 | $106,000,000 | N/A | $106,000,000 |
| 34 | The Ellerson Group Inc. | $1,087,979 | $100,510,575 | $671,483 | $101,182,058 |
Showing 1 to 34 of 34 entries
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.