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 Junk Investment Group$282,999$246,491,709$246,491,709
2Geller & Lehmann, Llc$971,392$117,538,452$117,538,452
3Tred Avon Family Wealth, Llc$2,146,997$2,663,050$222,771,605$225,434,655
4Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
5A.G. Campbell Advisory, Llc$3,940,162$57,303,790$190,926,437$248,230,227
6Intervest Ltd$345,686$76,297,030$41,236,181$117,533,211
7Joy Capital Llc$2,007,273$79,400,000$31,000,000$110,400,000
8&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
9Rcs Financial Planning, Llc$269,052$101,163,604$101,163,604
10Divergent Planning$173,283$105,702,586$105,702,586
11Ivy League Financial Advisors Llc$268,481$105,781,511$105,781,511
12Garnet Group Llc$605,385$107,758,606$107,758,606
13My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
14Hwa Financial Group$384,785$125,055,241$125,055,241
15New Potomac Partners Llc$800,201$129,391,299$8,243,280$137,634,579
16Macroview Investment Management Llc$260,604$129,780,817$129,780,817
17Chesapeake Financial Advisors$161,348$136,155,290$4,701,513$140,856,803
18Potomac Fund Management$120,194$136,179,372$136,179,372
19The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
20Pks Investment Advisors Llc$175,162$142,035,977$3,173,443$145,209,420
211 North Wealth Services, Llc$276,934$168,652,943$168,652,943
22Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
23Mbi Llc$627,907$175,000,000$14,000,000$189,000,000
24Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
25Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
26Trumbower Financial Advisors Llc$1,483,098$215,934,861$955,712,415$1,171,647,276
27Benson L K & Co P C$3,205,201$235,221,486$85,298,653$320,520,139
28Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
29Kendall Capital Management$256,691$238,466,031$238,466,031
30Bontempo Ohly Capital Management, Llc$433,510$245,800,000$245,800,000
31Lowe Wealth Advisors, Llc$240,716$270,579,547$6,484,149$277,063,696
32Black Diamond Financial, Llc$927,550$271,867,668$36,078,775$307,946,443
33Court Place Advisors Llc$901,262$273,522,097$19,388,155$292,910,252
34Sargent Investment Group, Llc$875,956$276,378,000$476,068,000$752,446,000
35Vansant Mewshaw$649,530$296,835,093$296,835,093
36Fai Wealth Management$408,677$328,576,325$328,576,325
37Warner Financial, Inc$609,486$344,474,155$16,951,250$361,425,405
38Pennington Partners & Co., Llc$15,374,230$392,648,636$314,565,942$707,214,578
39Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
40The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
41Aegis Wealth Management Llc$1,154,681$521,915,587$521,915,587
42MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
43Horan Capital Management,Llc$404,349$574,984,522$574,984,522
44Burt Wealth Advisors$552,233$594,754,580$594,754,580
45Financial Services Advisory$313,707$600,122,387$600,122,387
46Wbh Advisory, Inc.$413,658$637,860,049$637,860,049
47Tufton Capital Management, Llc$835,604$659,004,971$15,327,775$674,332,746
48Baltimore-Washington Financial Advisors$416,664$748,014,779$17,812,965$765,827,744
49Edgemoor Investment Advisors, Inc.$1,023,751$871,212,281$871,212,281
50Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
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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.