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
1THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
2GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
3TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
4A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
5INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
6INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
7BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
8&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
9MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
10IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
11GARNET GROUP LLC$666,510$114,639,707$114,639,707
12LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
13RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
14DIVERGENT PLANNING$198,872$129,664,398$129,664,398
15BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
16THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
17HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
18CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
19TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
20FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
21BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
221 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
23CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
24BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
25KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
26AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
27GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
28LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
29BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
30COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
31PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
32LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
33FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
34WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
35FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
36SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
37MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
38AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
39THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
40FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
41BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
42HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
43WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
44TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
45BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
46EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
47CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
48MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
49VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
50PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
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Showing 1 to 50 of 52 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.