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
1HERITAGE INVESTORS MANAGEMENT CORP$2,217,521$2,776,690,355$15,169,163$2,791,859,518
2WMS PARTNERS, LLC$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
3PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
4VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
5MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
6CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
7FBB CAPITAL PARTNERS$534,864$1,258,000,000$1,258,000,000
8RETIREMENT MANAGEMENT SYSTEMS$439,123$1,244,475,778$1,244,475,778
9EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
10BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
11TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
12WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
13HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
14BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
15FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
16THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
17AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
18MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
19SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
20FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
21WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
22FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
23LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
24VANSANT MEWSHAW$800,399$357,778,346$357,778,346
25PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
26COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
27BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
28LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
29GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
30AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
31KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
32BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
33CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
34MBI LLC$623,269$211,000,000$14,000,000$225,000,000
351 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
36BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
37FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
38TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
39PKS INVESTMENT ADVISORS LLC$206,706$173,713,264$4,880,583$178,593,847
40CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
41HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
42THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
43BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
44FACET WEALTH, INC,$241,197$141,341,214$141,341,214
45NEW POTOMAC PARTNERS LLC$1,251,080$139,359,818$15,774,045$155,133,863
46DIVERGENT PLANNING$198,872$129,664,398$129,664,398
47MACROVIEW INVESTMENT MANAGEMENT LLC$285,042$126,843,486$126,843,486
48RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
49LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
50GARNET GROUP LLC$666,510$114,639,707$114,639,707
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Showing 1 to 50 of 61 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.