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
2Tred Avon Family Wealth, LLC$2,146,997$2,663,050$222,771,605$225,434,655
3Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
4A.G. Campbell Advisory, LLC$3,940,162$57,303,790$190,926,437$248,230,227
5Intervest Ltd.$345,686$76,297,030$41,236,181$117,533,211
6&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
7Ivy League Financial Advisors$268,481$105,781,511$105,781,511
8Garnet Group$605,385$107,758,606$107,758,606
9My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
10Hawthorn Capital Management, LLC$2,867,442$123,300,000$123,300,000
11Hwa Financial Group$384,785$125,055,241$125,055,241
12New Potomac Partners LLC$800,201$129,391,299$8,243,280$137,634,579
13Macroview Investment Management LLC$260,604$129,780,817$129,780,817
14Chesapeake Financial Advisors$161,348$136,155,290$4,701,513$140,856,803
15Potomac Fund Management$120,194$136,179,372$136,179,372
16The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
17Wms Partners, Llc$1,663,479$141,387,044$209,607,031$350,994,075
18PKS Investment Advisors LLC$175,162$142,035,977$3,173,443$145,209,420
191 North Wealth Services$271,974$166,447,917$166,447,917
20Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
21MBI, LLC$627,907$175,000,000$14,000,000$189,000,000
22Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
23Caplan Financial Group$175,979$176,380,936$1,709,762$178,090,698
24Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
25Trumbower Financial Advisors$1,483,098$215,934,861$955,712,415$1,171,647,276
26Benson L K & Co PC$3,205,201$235,221,486$85,298,653$320,520,139
27Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
28Kendall Capital Management$256,691$238,466,031$238,466,031
29Bontempo Ohly Capital Management$433,510$245,800,000$245,800,000
30Lowe Wealth Advisors, LLC$240,716$270,579,547$6,484,149$277,063,696
31Black Diamond Financial, LLC$927,550$271,867,668$36,078,775$307,946,443
32Court Place Advisors$901,262$273,522,097$19,388,155$292,910,252
33Sargent Investment Group, LLC$875,956$276,378,000$476,068,000$752,446,000
34Vansant Mewshaw$649,530$296,835,093$296,835,093
35FAI Wealth Management$408,677$328,576,325$328,576,325
36Warner Financial, Inc$609,486$344,474,155$16,951,250$361,425,405
37Pennington Partners & Co., LLC$14,463,360$350,748,636$314,565,942$665,314,578
38Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
39The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
40Aegis Wealth Management$1,154,681$521,915,587$521,915,587
41MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
42Horan Capital Management, LLC$404,349$574,984,522$574,984,522
43Burt Wealth Advisors$552,233$594,754,580$594,754,580
44Financial Services Advisory$313,707$600,122,387$600,122,387
45WBH Advisory, Inc.$413,658$637,860,049$637,860,049
46Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
47Baltimore-Washington Financial Advisors$1,193,980$705,372,498$15,791,407$721,163,905
48Edgemoor Investment Advisors$1,023,751$871,212,281$871,212,281
49Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
50FBB Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
Next Page »

Showing 1 to 50 of 55 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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.