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
1The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
2Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
3Divergent Planning, LLC$234,421$155,655,762$155,655,762
4Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
5Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
6LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
7Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
8Macroview Investment Management LLC$305,907$137,352,200$137,352,200
9Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
10RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
11Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
12Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
13Financial Services Advisory Inc$351,676$726,914,646$726,914,646
14Kendall Capital Management$355,732$357,865,904$357,865,904
15Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
161 North Wealth Services, LLC$372,067$245,564,288$245,564,288
17Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
18The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
19Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
20Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
21Wealthplans, LLC$462,426$105,433,025$105,433,025
22Financial Advantage Inc$470,353$297,733,364$297,733,364
23My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
24Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
25AFS Financial Group, LLC$502,990$410,942,482$410,942,482
26Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
27Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
28Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
29HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
30Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
31Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
32WBH Advisory, Inc.$572,568$856,562,066$856,562,066
33Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
34Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
35Burt Associates, Incorporated$645,359$702,796,467$702,796,467
36The Family Firm, Inc.$675,566$669,485,979$669,485,979
37The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
38Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
39May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
40Garnet Group LLC$757,281$143,126,160$143,126,160
41Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
42Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
43Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
44Marathon Capital Management LLC$965,092$591,601,523$591,601,523
45Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
46Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
47Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
48Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
49Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
50And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
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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.