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&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
21 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
3A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
4AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
5AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
6BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
7BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
8BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
9BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
10BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
11BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
12BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
13CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
14CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
15CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
16COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
17DIVERGENT PLANNING$198,872$129,664,398$129,664,398
18EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
19FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
20FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
21FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
22FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
23GARNET GROUP LLC$666,510$114,639,707$114,639,707
24GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
25GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
26HERITAGE INVESTORS MANAGEMENT CORP$2,217,521$2,776,690,355$15,169,163$2,791,859,518
27HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
28HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
29INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
30INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
31IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
32KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
33LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
34LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
35LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
36MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
37MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
38MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
39PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
40PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
41RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
42SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
43THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
44THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
45THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
46TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
47TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
48TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
49VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
50WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
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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.