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 |
|---|---|---|---|---|---|
| 1 | &WEALTH PARTNERS | $1,498,309 | $151,670,997 | $182,451,992 | $334,122,989 |
| 2 | 1 NORTH WEALTH SERVICES, LLC | $379,841 | $264,369,164 | — | $264,369,164 |
| 3 | A.G. CAMPBELL ADVISORY, LLC | $6,252,587 | $90,268,792 | $328,654,505 | $418,923,297 |
| 4 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 5 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 6 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | $581,574 | $1,497,259,644 | $63,102,597 | $1,560,362,241 |
| 7 | BAY POINT WEALTH | $547,194 | $697,982,418 | $784,908 | $698,767,326 |
| 8 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 9 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $539,385 | $332,800,454 | — | $332,800,454 |
| 10 | BRIDGEMARK WEALTH MANAGEMENT | $233,217 | $152,524,182 | — | $152,524,182 |
| 11 | BRIGHTSIDE PARTNERS | $2,134,423 | $375,392,228 | $316,160,801 | $691,553,029 |
| 12 | BURT WEALTH ADVISORS | $708,587 | $834,006,617 | — | $834,006,617 |
| 13 | BUTTONWOOD FINANCIAL ADVISORS, INC. | $255,692 | $156,891,518 | $12,376,770 | $169,268,288 |
| 14 | CARMICHAEL HILL & ASSOCIATES INC | $391,904 | $303,333,592 | — | $303,333,592 |
| 15 | CHESAPEAKE FINANCIAL ADVISORS | $247,407 | $266,849,084 | $4,804,011 | $271,653,095 |
| 16 | CORNERSTONE ADVISORY | $1,392,988 | $1,702,231,855 | — | $1,702,231,855 |
| 17 | COURT PLACE ADVISORS LLC | $633,363 | $446,193,083 | $1,594,550 | $447,787,633 |
| 18 | DIVERGENT PLANNING | $283,969 | $200,198,469 | — | $200,198,469 |
| 19 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,595,161 | $1,150,111,173 | — | $1,150,111,173 |
| 20 | EXPERIENTIAL WEALTH, INC. | $8,327,739 | $170,656,000 | $20,882,000 | $191,538,000 |
| 21 | FACET WEALTH, INC | $88,294 | $1,189,409,133 | — | $1,189,409,133 |
| 22 | FAI WEALTH MANAGEMENT | $485,695 | $318,130,095 | — | $318,130,095 |
| 23 | FBB CAPITAL PARTNERS | $648,707 | $1,806,000,000 | — | $1,806,000,000 |
| 24 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | $1,322,297 | $225,436,420 | $7,287,881 | $232,724,301 |
| 25 | FINANCIAL CONSULATE | $214,036 | $651,370,241 | $8,929,503 | $660,299,744 |
| 26 | FINANCIAL SERVICES ADVISORY | $395,726 | $842,896,540 | — | $842,896,540 |
| 27 | FOUNDRY WEALTH ADVISORS, LLC | $491,455 | $121,389,412 | — | $121,389,412 |
| 28 | GGM WEALTH ADVISORS | $678,727 | $430,951,820 | $27,867,314 | $458,819,134 |
| 29 | GLASSY MOUNTAIN ADVISORS, INC. | $1,001,752 | $236,413,515 | — | $236,413,515 |
| 30 | HERITAGE INVESTORS MANAGEMENT CORP | $2,694,427 | $3,604,146,912 | $11,774,530 | $3,615,921,442 |
| 31 | HWA FINANCIAL GROUP | $520,351 | $222,710,159 | — | $222,710,159 |
| 32 | INTERVEST LTD | $519,809 | $108,914,125 | $57,424,649 | $166,338,774 |
| 33 | IVY LEAGUE FINANCIAL ADVISORS LLC | $416,324 | $134,472,785 | — | $134,472,785 |
| 34 | KENDALL CAPITAL MANAGEMENT | $423,253 | $479,545,821 | — | $479,545,821 |
| 35 | L. K. BENSON & COMPANY, P.C. | $2,922,257 | $230,663,451 | $6,039,381 | $236,702,832 |
| 36 | LAFAYETTE INVESTMENTS, INC. | $1,443,531 | $783,837,272 | — | $783,837,272 |
| 37 | LGG FINANCIAL | $651,463 | $463,508,312 | $10,756,923 | $474,265,235 |
| 38 | LOWE WEALTH ADVISORS, LLC | $312,648 | $392,290,874 | $9,773,864 | $402,064,738 |
| 39 | LYNX INVESTMENT ADVISORY, LLC | $3,759,132 | $233,002,897 | $834,590,531 | $1,067,593,428 |
| 40 | MACROVIEW INVESTMENT MANAGEMENT LLC | $309,470 | $145,760,182 | — | $145,760,182 |
| 41 | MARATHON CAPITAL MANAGEMENT | $1,082,866 | $699,531,308 | — | $699,531,308 |
| 42 | MARKS WEALTH MANAGEMENT | $455,729 | $325,000,000 | $25,000,000 | $350,000,000 |
| 43 | MARYLAND CAPITAL MANAGEMENT, LLC | $915,702 | $2,446,287,418 | $6,879,283 | $2,453,166,701 |
| 44 | MBI LLC | $770,910 | $304,232,398 | $20,320,715 | $324,553,113 |
| 45 | MY WEALTH MANAGEMENT, INC | $540,909 | $150,000,000 | $4,700,000 | $154,700,000 |
| 46 | NEW POTOMAC PARTNERS LLC | $1,218,002 | $187,314,944 | $14,873,336 | $202,188,280 |
| 47 | OLIVER WEALTH MANAGEMENT | $229,506 | $292,390,829 | — | $292,390,829 |
| 48 | PARKRIDGE|JCAM | $5,491,469 | $163,090,681 | $34,602,200 | $197,692,881 |
| 49 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 50 | PENNINGTON PARTNERS & CO., LLC | $3,918,686 | $446,515,819 | $1,289,462,233 | $1,735,978,052 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
