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 | WMS Partners, LLC | $7,206,586 | $3,130,551,967 | $1,243,845,713 | $4,374,397,680 |
| 2 | Trumbower Financial Advisors LLC | $1,680,912 | $157,530,189 | $1,193,922,835 | $1,351,453,024 |
| 3 | Pennington Partners & Co., LLC | $2,483,347 | $503,846,698 | $606,209,607 | $1,110,056,305 |
| 4 | Sargent Investment Group, LLC | $1,022,489 | $657,863,000 | $437,223,000 | $1,095,086,000 |
| 5 | The Junk Investment Group, LLC | $424,146 | — | $422,025,480 | $422,025,480 |
| 6 | Tred Avon Family Wealth, LLC | $2,047,844 | $72,000 | $274,339,078 | $274,411,078 |
| 7 | A.G. Campbell Advisory, LLC | $4,932,177 | $77,874,581 | $257,513,465 | $335,388,046 |
| 8 | And Wealth Partners, LLC | $1,257,567 | $132,780,696 | $162,747,576 | $295,528,272 |
| 9 | GELLER & LEHMANN, LLC | $1,482,845 | — | $155,698,710 | $155,698,710 |
| 10 | Black Diamond Financial, LLC | $908,111 | $428,221,870 | $60,341,918 | $488,563,788 |
| 11 | Investment Planning Associates Inc | $350,000 | $150,000,000 | $60,000,000 | $210,000,000 |
| 12 | Intervest Ltd | $509,948 | $107,327,794 | $57,385,348 | $164,713,142 |
| 13 | The Luts & Greenleigh Group, Inc. | $675,694 | $383,635,530 | $42,727,480 | $426,363,010 |
| 14 | Baltimore-Washington Financial Advisors, Inc. | $524,704 | $1,205,884,388 | $32,417,924 | $1,238,302,312 |
| 15 | Geier Asset Management Inc | $283,299 | $323,299,000 | $30,258,000 | $353,557,000 |
| 16 | Grant/Grossmendelsohn, LLC | $692,537 | $397,628,897 | $27,588,957 | $425,217,854 |
| 17 | Marks Wealth, LLC | $450,704 | $298,000,000 | $22,000,000 | $320,000,000 |
| 18 | Warner Financial, Inc | $797,839 | $496,551,768 | $18,054,463 | $514,606,231 |
| 19 | May Barnhard Investments LLC, D/B/A Mbi LLC | $695,799 | $251,285,585 | $16,597,030 | $267,882,615 |
| 20 | New Potomac Partners LLC | $1,521,137 | $166,438,021 | $13,056,102 | $179,494,123 |
| 21 | Heritage Investors Management Corp | $2,419,977 | $3,072,409,103 | $10,641,652 | $3,083,050,755 |
| 22 | Buttonwood Financial Advisors, Inc. | $236,723 | $120,943,025 | $10,201,664 | $131,144,689 |
| 23 | Lowe Wealth Advisors, LLC | $289,259 | $352,557,063 | $9,016,736 | $361,573,799 |
| 24 | The Financial Consulate, Inc | $164,257 | $576,805,455 | $8,605,887 | $585,411,342 |
| 25 | Foundry Wealth Advisors, LLC | $544,749 | $100,642,281 | $7,762,671 | $108,404,952 |
| 26 | Ferguson-Johnson Wealth Management, Inc. | $1,362,284 | $226,696,987 | $6,253,653 | $232,950,640 |
| 27 | Maryland Capital Management, LLC | $872,841 | $1,941,082,275 | $5,353,094 | $1,946,435,369 |
| 28 | My Wealth Management, Inc. | $478,937 | $125,421,000 | $2,934,000 | $128,355,000 |
| 29 | Thoma Capital Management LLC | $216,863 | $202,340,691 | $2,812,062 | $205,152,753 |
| 30 | The Ellerson Group Inc | $2,155,427 | $191,467,554 | $2,520,879 | $193,988,433 |
| 31 | Court Place Advisors LLC | $1,193,006 | $380,843,144 | $918,738 | $381,761,882 |
| 32 | Annapolis Financial Services, LLC | $521,313 | $536,819,568 | $654,350 | $537,473,918 |
| 33 | Bontempo Ohly Capital Management, LLC | $532,399 | $298,143,236 | — | $298,143,236 |
| 34 | Verdence Capital Advisors, LLC | $602,297 | $2,472,428,702 | — | $2,472,428,702 |
| 35 | Aegis Wealth Management LLC | $1,466,103 | $637,754,732 | — | $637,754,732 |
| 36 | Kendall Capital Management | $355,732 | $357,865,904 | — | $357,865,904 |
| 37 | Cornerstone Advisory, LLC | $1,138,062 | $1,429,405,386 | — | $1,429,405,386 |
| 38 | Fulton Breakefield Broenniman,LLC | $579,012 | $1,418,000,000 | — | $1,418,000,000 |
| 39 | HORAN CAPITAL MANAGEMENT,LLC | $527,234 | $723,364,700 | — | $723,364,700 |
| 40 | Financial Advantage Inc | $470,353 | $297,733,364 | — | $297,733,364 |
| 41 | Garnet Group LLC | $757,281 | $143,126,160 | — | $143,126,160 |
| 42 | Tufton Capital Management, LLC | $1,055,676 | $831,873,000 | — | $831,873,000 |
| 43 | Pinnacle Advisory Group, Inc. | $403,691 | $2,317,996,134 | — | $2,317,996,134 |
| 44 | Retirement Management Systems, Inc. | $454,903 | $1,370,621,789 | — | $1,370,621,789 |
| 45 | Ivy League Financial Advisors LLC | $358,343 | $125,061,537 | — | $125,061,537 |
| 46 | Wealthplans, LLC | $462,426 | $105,433,025 | — | $105,433,025 |
| 47 | WBH Advisory, Inc. | $572,568 | $856,562,066 | — | $856,562,066 |
| 48 | Divergent Planning, LLC | $234,421 | $155,655,762 | — | $155,655,762 |
| 49 | LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC | $288,679 | $114,894,196 | — | $114,894,196 |
| 50 | Marathon Capital Management LLC | $965,092 | $591,601,523 | — | $591,601,523 |
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.
