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
1WMS PARTNERS, LLC$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
2HERITAGE INVESTORS MANAGEMENT CORP$2,217,521$2,776,690,355$15,169,163$2,791,859,518
3PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
4VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
5MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
6CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
7TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
8EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
9BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
10SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
11PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
12TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
13WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
14HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
15BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
16FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
17THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
18AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
19MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
20FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
21WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
22LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
23FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
24BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
25COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
26A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
27THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
28TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
29GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
30LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
31AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
32KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
33BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
34&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
35CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
361 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
37BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
38FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
39INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
40CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
41THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
42HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
43BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
44GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
45INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
46MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
47DIVERGENT PLANNING$198,872$129,664,398$129,664,398
48RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
49LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
50GARNET GROUP LLC$666,510$114,639,707$114,639,707
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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.