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
1Chevy Chase Trust Company$8,384,189$33,997,884,407$33,997,884,407
2Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353
3Heritage Investors Management Corp$2,217,521$2,776,690,355$15,169,163$2,791,859,518
4Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
5Pinnacle Advisory Group, Inc.$365,738$2,135,909,312$2,135,909,312
6Maryland Capital Management, Llc$773,082$1,372,030,100$10,239,900$1,382,270,000
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$1,428,008$883,007,913$28,060,889$911,068,802
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
17Mv Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
18Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
19Marathon Capital Management$820,362$504,522,684$504,522,684
20Warner Financial, Inc$736,891$438,724,993$13,725,891$452,450,884
21Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
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
25Court Place Advisors Llc$1,086,005$334,571,257$23,810,506$358,381,763
26Black Diamond Financial, Llc$857,913$320,091,000$44,522,000$364,613,000
27Lowe Wealth Advisors, Llc$274,888$318,209,843$8,632,250$326,842,093
28Geier Asset Management Inc$253,225$316,666,000$15,312,000$331,978,000
29Kendall Capital Management$318,744$296,113,158$296,113,158
30Carmichael Hill & Associates Inc$289,035$224,580,365$224,580,365
31Mbi Llc$623,269$211,000,000$14,000,000$225,000,000
321 North Wealth Services, Llc$323,569$198,671,581$198,671,581
33Brightside Partners$1,330,822$194,300,000$194,300,000
34Trumbower Financial Advisors Llc$1,646,993$175,341,412$1,104,372,160$1,279,713,572
35Pks Investment Advisors Llc$206,706$173,713,264$4,880,583$178,593,847
36Chesapeake Financial Advisors$201,749$173,199,803$5,751,362$178,951,165
37Hwa Financial Group$457,807$166,183,894$166,183,894
38The Ellerson Group Inc$1,854,348$166,012,147$879,136$166,891,283
39Benson L K & Co P C$2,191,941$164,395,597$164,395,597
40Facet Wealth, Inc,$241,197$141,341,214$141,341,214
41New Potomac Partners Llc$1,251,080$139,359,818$15,774,045$155,133,863
42Divergent Planning$198,872$129,664,398$129,664,398
43Macroview Investment Management Llc$285,042$126,843,486$126,843,486
44Rcs Financial Planning, Llc$296,790$118,419,254$118,419,254
45Lifetime Wealth Planning And Management, Llc$288,679$114,894,196$114,894,196
46Garnet Group Llc$666,510$114,639,707$114,639,707
47Ivy League Financial Advisors Llc$320,207$113,032,924$113,032,924
48My Wealth Management, Inc$439,394$104,500,000$26,000,000$130,500,000
49&Wealth Partners$1,151,718$104,044,440$147,030,147$251,074,587
50Buttonwood Financial Advisors, Inc.$243,922$98,290,963$9,522,772$107,813,735
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Showing 1 to 50 of 54 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.