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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
2GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
3TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
4A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
5PARKRIDGE$2,070,985$83,200,000$30,704,200$113,904,200
6INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
7INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
8BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
9&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
10MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
11IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
12GARNET GROUP LLC$666,510$114,639,707$114,639,707
13LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
14RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
15MACROVIEW INVESTMENT MANAGEMENT LLC$285,042$126,843,486$126,843,486
16DIVERGENT PLANNING$198,872$129,664,398$129,664,398
17NEW POTOMAC PARTNERS LLC$1,251,080$139,359,818$15,774,045$155,133,863
18FACET WEALTH, INC,$241,197$141,341,214$141,341,214
19BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
20THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
21HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
22CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
23PKS INVESTMENT ADVISORS LLC$206,706$173,713,264$4,880,583$178,593,847
24TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
25FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
26BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
271 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
28MBI LLC$623,269$211,000,000$14,000,000$225,000,000
29CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
30BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
31KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
32AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
33GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
34LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
35BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
36COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
37PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
38VANSANT MEWSHAW$800,399$357,778,346$357,778,346
39LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
40FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
41WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
42FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
43SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
44MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
45AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
46THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
47FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
48BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
49HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
50WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
Next Page »

Showing 1 to 50 of 61 entries

Page 1 | 2

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.