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
1BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
2IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
3GARNET GROUP LLC$666,510$114,639,707$114,639,707
4LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
5RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
6DIVERGENT PLANNING$198,872$129,664,398$129,664,398
7MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
8INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
9GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
10BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
11HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
12THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
13CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
14INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
15FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
16BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
171 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
18CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
19&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
20BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
21KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
22AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
23LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
24GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
25TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
26THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
27A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
28COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
29BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
30FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
31LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
32WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
33FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
34MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
35AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
36THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
37FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
38BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
39HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
40WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
41TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
42PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
43SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
44BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
45EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
46TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.