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
1Wealthplans, LLC$462,426$105,433,025$105,433,025
2Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
3LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
4Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
5My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
6Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
7RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
8Macroview Investment Management LLC$305,907$137,352,200$137,352,200
9Garnet Group LLC$757,281$143,126,160$143,126,160
10Divergent Planning, LLC$234,421$155,655,762$155,655,762
11GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
12Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
13Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
14New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
15Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
16L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
17The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
18Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
19Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
20Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
211 North Wealth Services, LLC$372,067$245,564,288$245,564,288
22Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
23May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
24Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
25And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
26Financial Advantage Inc$470,353$297,733,364$297,733,364
27Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
28Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
29A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
30Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
31Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
32Kendall Capital Management$355,732$357,865,904$357,865,904
33Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
34Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
35AFS Financial Group, LLC$502,990$410,942,482$410,942,482
36The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
37Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
38The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
39Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
40Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
41Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
42The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
43Marathon Capital Management LLC$965,092$591,601,523$591,601,523
44Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
45The Family Firm, Inc.$675,566$669,485,979$669,485,979
46Burt Associates, Incorporated$645,359$702,796,467$702,796,467
47HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
48Financial Services Advisory Inc$351,676$726,914,646$726,914,646
49Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
50WBH Advisory, Inc.$572,568$856,562,066$856,562,066
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Showing 1 to 50 of 63 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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.