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$6,410,150$23,172,691,091$0$23,172,691,091
2Convergent Wealth Advisors, LLC$1,585,089$3,148,133,193$1,545,315,305$4,693,448,498
3WMS Partners$6,858,667$2,031,363,673$856,135,241$2,887,498,914
4Heritage Investors Management Corp$1,715,096$1,956,497,375$15,863,123$1,972,360,498
5Pinnacle Advisory Group, Inc.$420,942$1,600,000,000$0$1,600,000,000
6Trumbower Financial Advisors$1,448,210$330,806,167$669,906,787$1,000,712,954
7Maryland Capital Management$648,562$938,484,000$20,090,000$958,574,000
8FBB Capital Partners$376,833$842,450,234$67,600,509$910,050,743
9Tufton Capital Management$1,181,617$757,406,439$87,450,065$844,856,504
10Edgemoor Investment Advisors$960,166$756,610,774$0$756,610,774
11Burt Wealth Advisors$518,315$521,424,894$0$521,424,894
12Aegis Wealth Management$1,288,276$229,446,714$276,845,862$506,292,576
13Cornerstone Advisory, LLP$493,688$484,771,129$9,410,649$494,181,778
14MV Capital Management, Inc.$655,036$475,556,268$0$475,556,268
15Baltimore-Washington Financial Advisors$902,545$443,744,992$9,332,520$453,077,512
16The Family Firm, Inc.$289,465$442,275,209$26,911$442,302,120
17Horan Capital Management, LLC$346,980$442,051,994$0$442,051,994
18Wagner Bowman Management Corp$1,112,267$441,570,000$0$441,570,000
19Private Fund Advisors, Inc.$501,515$331,000,000$0$331,000,000
20Financial Consulate$136,864$279,197,898$23,407,294$302,605,192
21FAI Wealth Management$383,790$298,205,107$0$298,205,107
22Lowe FS$227,847$253,185,906$5,648,600$258,834,506
23Vansant Mewshaw$563,035$237,037,928$0$237,037,928
24Benson L K & Co PC$4,661,715$0$219,100,606$219,100,606
25Court Place Advisors$865,554$201,670,000$13,853,000$215,523,000
26Bontempo Ohly Capital Management$401,923$209,000,000$0$209,000,000
271 North Wealth Services$498,665$179,519,476$0$179,519,476
28Geier Asset Management Inc$143,078$165,415,000$10,285,000$175,700,000
29TriCapital Advisors Inc$195,214$166,986,063$6,363,740$173,349,803
30Intervest Ltd$454,400$78,243,307$81,250,999$159,494,306
31Carmichael Hill & Associates Inc$229,709$150,000,000$0$150,000,000
32Kendall Capital Management$871,556$147,293,000$0$147,293,000
33Ferguson-Johnson Wealth Management, Inc.$317,427$134,446,831$2,998,862$137,445,693
34&Wealth Partners$769,601$55,404,356$81,584,698$136,989,054
35New Potomac Partners LLC$959,697$125,532,713$6,905,457$132,438,170
36The Ellerson Group Inc$1,358,169$117,488,878$671,794$118,160,672
37Tred Avon Family Wealth, LLC$5,618,286$0$117,984,003$117,984,003
38Hopkins Investment Management.$647,807$109,191,241$3,527,119$112,718,360
39Ivy League Financial Advisors$268,859$108,618,928$0$108,618,928
40Calvert Investment Counsel$541,332$88,474,367$18,167,977$106,642,344
41Garnet Group$546,965$101,351,288$3,665,922$105,017,210
42Hawthorn Capital Management, LLC$2,560,976$105,000,000$0$105,000,000

Showing 1 to 42 of 42 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.