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
1Chevy Chase Trust Company$8,384,277$29,990,558,415$0$29,990,558,415
2WMS Partners$6,068,540$3,009,015,148$1,123,660,548$4,132,675,696
3Heritage Investors Management Corp$2,070,839$2,459,030,000$19,764,000$2,478,794,000
4Pinnacle Advisory Group, Inc.$350,622$2,050,437,552$0$2,050,437,552
5Trumbower Financial Advisors$1,664,535$182,553,283$1,085,822,369$1,268,375,652
6FBB Capital Partners$421,539$1,047,659,045$87,544,702$1,135,203,747
7Cornerstone Advisory$955,044$1,069,567,813$21,092,365$1,090,660,178
8Maryland Capital Management$686,292$1,021,249,923$15,051,635$1,036,301,558
9Edgemoor Investment Advisors$1,111,309$949,058,020$0$949,058,020
10Tufton Capital Management, LLC$1,005,597$715,035,000$18,045,000$733,080,000
11Baltimore-Washington Financial Advisors$421,433$686,869,160$13,131,840$700,001,000
12Financial Services Advisory$329,191$653,773,648$0$653,773,648
13WBH Advisory, Inc.$449,512$644,600,000$0$644,600,000
14Burt Wealth Advisors$574,624$607,377,710$0$607,377,710
15Horan Capital Management, LLC$425,605$604,784,951$0$604,784,951
16MV Capital Management, Inc.$808,393$588,512,197$806,477$589,318,674
17The Family Firm, Inc.$529,262$549,981,583$450,646$550,432,229
18Aegis Wealth Management$1,187,572$520,156,324$0$520,156,324
19Pennington Partners & Co., LLC$12,071,935$328,632,970$154,244,415$482,877,385
20Financial Consulate$165,016$381,966,413$8,296,000$390,262,413
21Warner Financial, Inc$680,126$377,208,694$9,102,769$386,311,463
22FAI Wealth Management$443,465$351,667,547$0$351,667,547
23Court Place Advisors$990,136$292,777,752$19,115,204$311,892,956
24Vansant Mewshaw$658,732$299,064,484$0$299,064,484
25A.G. Campbell Advisory, LLC$4,727,300$58,461,675$229,903,599$288,365,274
26Black Diamond Financial, LLC$1,078,585$244,002,947$36,429,177$280,432,124
27Lowe Wealth Advisors, LLC$251,915$272,388,239$6,733,569$279,121,808
28Benson L K & Co PC$3,279,544$237,882,407$34,319,769$272,202,176
29The Junk Investment Group$299,985$0$271,786,440$271,786,440
30&Wealth Partners$1,212,290$109,958,411$156,745,308$266,703,719
31Geier Asset Management Inc$212,964$232,133,000$12,137,000$244,270,000
32Kendall Capital Management$277,703$242,989,713$0$242,989,713
33Bontempo Ohly Capital Management$425,847$238,900,000$0$238,900,000
34Sargent Investment Group, LLC$801,734$90,760,462$145,751,206$236,511,668
35Tred Avon Family Wealth, LLC$3,243,872$4,136,571$196,983,476$201,120,047
36Carmichael Hill & Associates Inc$253,635$186,168,419$0$186,168,419
37Ferguson-Johnson Wealth Management, Inc.$342,680$183,129,696$1,574,640$184,704,336
38Bay Point Wealth Management$2,176,315$180,634,183$0$180,634,183
39Caplan Financial Group$174,719$172,529,638$2,014,548$174,544,186
40The Parkridge Companies, LLC$3,366,617$164,964,230$0$164,964,230
41Potomac Fund Management$90,931$163,039,655$0$163,039,655
42Investment Planning Associates Inc$258,900$0$160,000,000$160,000,000
43MBI, LLC$1,857,143$146,000,000$10,000,000$156,000,000
44Chesapeake Financial Advisors$169,521$146,083,117$7,503,104$153,586,221
451 North Wealth Services$255,280$147,041,147$0$147,041,147
46New Potomac Partners LLC$835,597$133,729,538$7,486,365$141,215,903
47PKS Investment Advisors LLC$185,301$136,535,770$3,366,680$139,902,450
48The Ellerson Group Inc$1,641,506$137,105,519$780,962$137,886,481
49Intervest Ltd.$400,198$82,941,530$54,726,737$137,668,267
50Macroview Investment Management LLC$267,181$132,521,836$0$132,521,836
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Showing 1 to 50 of 55 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.


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