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$7,193,129$27,686,353,937$27,686,353,937
2Wms Partners, Llc$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
3Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
4Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
5Trumbower Financial Advisors Llc$1,483,098$215,934,861$955,712,415$1,171,647,276
6Fbb Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
7Retirement Management Systems$399,778$1,057,815,736$2,795,094$1,060,610,830
8Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
9Maryland Capital Management, Llc$653,559$1,038,008,149$8,992,985$1,047,001,134
10Edgemoor Investment Advisors, Inc.$1,023,751$871,212,281$871,212,281
11Baltimore-Washington Financial Advisors$416,664$748,014,779$17,812,965$765,827,744
12Sargent Investment Group, Llc$875,956$276,378,000$476,068,000$752,446,000
13Pennington Partners & Co., Llc$15,374,230$392,648,636$314,565,942$707,214,578
14Tufton Capital Management, Llc$835,604$659,004,971$15,327,775$674,332,746
15Wbh Advisory, Inc.$413,658$637,860,049$637,860,049
16Financial Services Advisory$313,707$600,122,387$600,122,387
17Burt Wealth Advisors$552,233$594,754,580$594,754,580
18Horan Capital Management,Llc$404,349$574,984,522$574,984,522
19MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
20Aegis Wealth Management Llc$1,154,681$521,915,587$521,915,587
21The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
22Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
23Warner Financial, Inc$609,486$344,474,155$16,951,250$361,425,405
24Fai Wealth Management$408,677$328,576,325$328,576,325
25Benson L K & Co P C$3,205,201$235,221,486$85,298,653$320,520,139
26Black Diamond Financial, Llc$927,550$271,867,668$36,078,775$307,946,443
27Vansant Mewshaw$649,530$296,835,093$296,835,093
28Court Place Advisors Llc$901,262$273,522,097$19,388,155$292,910,252
29Lowe Wealth Advisors, Llc$240,716$270,579,547$6,484,149$277,063,696
30A.G. Campbell Advisory, Llc$3,940,162$57,303,790$190,926,437$248,230,227
31Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
32The Junk Investment Group$282,999$246,491,709$246,491,709
33Bontempo Ohly Capital Management, Llc$433,510$245,800,000$245,800,000
34Kendall Capital Management$256,691$238,466,031$238,466,031
35Tred Avon Family Wealth, Llc$2,146,997$2,663,050$222,771,605$225,434,655
36&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
37Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
38Mbi Llc$627,907$175,000,000$14,000,000$189,000,000
39Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
40Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
411 North Wealth Services, Llc$276,934$168,652,943$168,652,943
42Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
43Pks Investment Advisors Llc$175,162$142,035,977$3,173,443$145,209,420
44Chesapeake Financial Advisors$161,348$136,155,290$4,701,513$140,856,803
45New Potomac Partners Llc$800,201$129,391,299$8,243,280$137,634,579
46The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
47Potomac Fund Management$120,194$136,179,372$136,179,372
48My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
49Macroview Investment Management Llc$260,604$129,780,817$129,780,817
50Hwa Financial Group$384,785$125,055,241$125,055,241
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Showing 1 to 50 of 57 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.