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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
2GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
3Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
4A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
5Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
6Wealthplans, LLC$462,426$105,433,025$105,433,025
7Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
8Joy Capital LLC$3,050,065$109,053,000$31,250,000$140,303,000
9Monumental Financial Group Inc.$184,841$114,046,661$114,046,661
10LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
11Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
12Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
13My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
14And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
15RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
16Macroview Investment Management LLC$305,907$137,352,200$137,352,200
17Garnet Group LLC$757,281$143,126,160$143,126,160
18Experiential Wealth, Inc.$7,463,119$144,606,609$19,582,003$164,188,612
19Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
20Divergent Planning, LLC$234,421$155,655,762$155,655,762
21Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
22PKS Investment Advisors LLC$211,709$164,812,098$3,920,197$168,732,295
23New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
24Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
25Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
26L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
27The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
28Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
29Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
301 North Wealth Services, LLC$372,067$245,564,288$245,564,288
31May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
32Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
33Financial Advantage Inc$470,353$297,733,364$297,733,364
34Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
35Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
36Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
37Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
38Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
39Kendall Capital Management$355,732$357,865,904$357,865,904
40Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
41The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
42Van Sant & Mewshaw, Inc$863,572$397,242,967$397,242,967
43Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
44AFS Financial Group, LLC$502,990$410,942,482$410,942,482
45Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
46Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
47Facet Wealth, Inc$199,543$502,250,733$502,250,733
48Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
49Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
50The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
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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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.