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
1Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
2WMS Partners$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
3Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
4Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
5Maryland Capital Management$653,559$1,038,008,149$8,992,985$1,047,001,134
6FBB Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
7Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
8Edgemoor Investment Advisors$1,023,751$871,212,281$871,212,281
9Baltimore-Washington Financial Advisors$1,193,980$705,372,498$15,791,407$721,163,905
10Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
11WBH Advisory, Inc.$413,658$637,860,049$637,860,049
12Financial Services Advisory$313,707$600,122,387$600,122,387
13Burt Wealth Advisors$552,233$594,754,580$594,754,580
14Horan Capital Management, LLC$404,349$574,984,522$574,984,522
15MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
16Aegis Wealth Management$1,154,681$521,915,587$521,915,587
17The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
18Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
19Pennington Partners & Co., LLC$14,463,360$350,748,636$314,565,942$665,314,578
20Warner Financial, Inc$609,486$344,474,155$16,951,250$361,425,405
21FAI Wealth Management$408,677$328,576,325$328,576,325
22Vansant Mewshaw$649,530$296,835,093$296,835,093
23Sargent Investment Group, LLC$875,956$276,378,000$476,068,000$752,446,000
24Court Place Advisors$901,262$273,522,097$19,388,155$292,910,252
25Black Diamond Financial, LLC$927,550$271,867,668$36,078,775$307,946,443
26Lowe Wealth Advisors, LLC$240,716$270,579,547$6,484,149$277,063,696
27Bontempo Ohly Capital Management$433,510$245,800,000$245,800,000
28Kendall Capital Management$256,691$238,466,031$238,466,031
29Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
30Benson L K & Co PC$3,205,201$235,221,486$85,298,653$320,520,139
31Trumbower Financial Advisors$1,483,098$215,934,861$955,712,415$1,171,647,276
32Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
33Caplan Financial Group$175,979$176,380,936$1,709,762$178,090,698
34Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
35MBI, LLC$627,907$175,000,000$14,000,000$189,000,000
36Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
371 North Wealth Services$271,974$166,447,917$166,447,917
38PKS Investment Advisors LLC$175,162$142,035,977$3,173,443$145,209,420
39Wms Partners, Llc$1,663,479$141,387,044$209,607,031$350,994,075
40The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
41Potomac Fund Management$120,194$136,179,372$136,179,372
42Chesapeake Financial Advisors$161,348$136,155,290$4,701,513$140,856,803
43Macroview Investment Management LLC$260,604$129,780,817$129,780,817
44New Potomac Partners LLC$800,201$129,391,299$8,243,280$137,634,579
45Hwa Financial Group$384,785$125,055,241$125,055,241
46Hawthorn Capital Management, LLC$2,867,442$123,300,000$123,300,000
47My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
48Garnet Group$605,385$107,758,606$107,758,606
49Ivy League Financial Advisors$268,481$105,781,511$105,781,511
50&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
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Showing 1 to 50 of 55 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.

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