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 | The Junk Investment Group, LLC | $424,146 | — | $422,025,480 | $422,025,480 |
| 2 | GELLER & LEHMANN, LLC | $1,482,845 | — | $155,698,710 | $155,698,710 |
| 3 | Tred Avon Family Wealth, LLC | $2,047,844 | $72,000 | $274,339,078 | $274,411,078 |
| 4 | A.G. Campbell Advisory, LLC | $4,932,177 | $77,874,581 | $257,513,465 | $335,388,046 |
| 5 | Foundry Wealth Advisors, LLC | $544,749 | $100,642,281 | $7,762,671 | $108,404,952 |
| 6 | Wealthplans, LLC | $462,426 | $105,433,025 | — | $105,433,025 |
| 7 | Intervest Ltd | $509,948 | $107,327,794 | $57,385,348 | $164,713,142 |
| 8 | LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC | $288,679 | $114,894,196 | — | $114,894,196 |
| 9 | Buttonwood Financial Advisors, Inc. | $236,723 | $120,943,025 | $10,201,664 | $131,144,689 |
| 10 | Ivy League Financial Advisors LLC | $358,343 | $125,061,537 | — | $125,061,537 |
| 11 | My Wealth Management, Inc. | $478,937 | $125,421,000 | $2,934,000 | $128,355,000 |
| 12 | And Wealth Partners, LLC | $1,257,567 | $132,780,696 | $162,747,576 | $295,528,272 |
| 13 | RCS Financial Planning, LLC | $319,110 | $135,302,683 | — | $135,302,683 |
| 14 | Macroview Investment Management LLC | $305,907 | $137,352,200 | — | $137,352,200 |
| 15 | Garnet Group LLC | $757,281 | $143,126,160 | — | $143,126,160 |
| 16 | Investment Planning Associates Inc | $350,000 | $150,000,000 | $60,000,000 | $210,000,000 |
| 17 | Divergent Planning, LLC | $234,421 | $155,655,762 | — | $155,655,762 |
| 18 | Trumbower Financial Advisors LLC | $1,680,912 | $157,530,189 | $1,193,922,835 | $1,351,453,024 |
| 19 | New Potomac Partners LLC | $1,521,137 | $166,438,021 | $13,056,102 | $179,494,123 |
| 20 | Waypoint Wealth Management, LLC | $344,399 | $172,199,553 | — | $172,199,553 |
| 21 | Huber, Weakland & Associates, Inc. | $497,368 | $188,999,935 | — | $188,999,935 |
| 22 | L. K. Benson & Company, P.C. | $2,380,724 | $190,457,934 | — | $190,457,934 |
| 23 | The Ellerson Group Inc | $2,155,427 | $191,467,554 | $2,520,879 | $193,988,433 |
| 24 | Thoma Capital Management LLC | $216,863 | $202,340,691 | $2,812,062 | $205,152,753 |
| 25 | Ferguson-Johnson Wealth Management, Inc. | $1,362,284 | $226,696,987 | $6,253,653 | $232,950,640 |
| 26 | 1 North Wealth Services, LLC | $372,067 | $245,564,288 | — | $245,564,288 |
| 27 | May Barnhard Investments LLC, D/B/A Mbi LLC | $695,799 | $251,285,585 | $16,597,030 | $267,882,615 |
| 28 | Carmichael Hill & Associates Inc | $317,429 | $253,625,927 | — | $253,625,927 |
| 29 | Financial Advantage Inc | $470,353 | $297,733,364 | — | $297,733,364 |
| 30 | Marks Wealth, LLC | $450,704 | $298,000,000 | $22,000,000 | $320,000,000 |
| 31 | Bontempo Ohly Capital Management, LLC | $532,399 | $298,143,236 | — | $298,143,236 |
| 32 | Geier Asset Management Inc | $283,299 | $323,299,000 | $30,258,000 | $353,557,000 |
| 33 | Brightside Advisory Partners, LLC | $1,281,201 | $344,643,090 | — | $344,643,090 |
| 34 | Lowe Wealth Advisors, LLC | $289,259 | $352,557,063 | $9,016,736 | $361,573,799 |
| 35 | Kendall Capital Management | $355,732 | $357,865,904 | — | $357,865,904 |
| 36 | Court Place Advisors LLC | $1,193,006 | $380,843,144 | $918,738 | $381,761,882 |
| 37 | The Luts & Greenleigh Group, Inc. | $675,694 | $383,635,530 | $42,727,480 | $426,363,010 |
| 38 | Grant/Grossmendelsohn, LLC | $692,537 | $397,628,897 | $27,588,957 | $425,217,854 |
| 39 | AFS Financial Group, LLC | $502,990 | $410,942,482 | — | $410,942,482 |
| 40 | Black Diamond Financial, LLC | $908,111 | $428,221,870 | $60,341,918 | $488,563,788 |
| 41 | Warner Financial, Inc | $797,839 | $496,551,768 | $18,054,463 | $514,606,231 |
| 42 | Pennington Partners & Co., LLC | $2,483,347 | $503,846,698 | $606,209,607 | $1,110,056,305 |
| 43 | Annapolis Financial Services, LLC | $521,313 | $536,819,568 | $654,350 | $537,473,918 |
| 44 | The Financial Consulate, Inc | $164,257 | $576,805,455 | $8,605,887 | $585,411,342 |
| 45 | Marathon Capital Management LLC | $965,092 | $591,601,523 | — | $591,601,523 |
| 46 | Aegis Wealth Management LLC | $1,466,103 | $637,754,732 | — | $637,754,732 |
| 47 | Sargent Investment Group, LLC | $1,022,489 | $657,863,000 | $437,223,000 | $1,095,086,000 |
| 48 | The Family Firm, Inc. | $675,566 | $669,485,979 | — | $669,485,979 |
| 49 | Burt Associates, Incorporated | $645,359 | $702,796,467 | — | $702,796,467 |
| 50 | HORAN CAPITAL MANAGEMENT,LLC | $527,234 | $723,364,700 | — | $723,364,700 |
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.
