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 |
|---|---|---|---|---|---|
| 1 | Bontempo Ohly Capital Management, LLC | $532,399 | $298,143,236 | — | $298,143,236 |
| 2 | Verdence Capital Advisors, LLC | $602,297 | $2,472,428,702 | — | $2,472,428,702 |
| 3 | Aegis Wealth Management LLC | $1,466,103 | $637,754,732 | — | $637,754,732 |
| 4 | Kendall Capital Management | $355,732 | $357,865,904 | — | $357,865,904 |
| 5 | Cornerstone Advisory, LLC | $1,138,062 | $1,429,405,386 | — | $1,429,405,386 |
| 6 | Fulton Breakefield Broenniman,LLC | $579,012 | $1,418,000,000 | — | $1,418,000,000 |
| 7 | HORAN CAPITAL MANAGEMENT,LLC | $527,234 | $723,364,700 | — | $723,364,700 |
| 8 | Facet Wealth, Inc | $199,543 | $502,250,733 | — | $502,250,733 |
| 9 | Financial Advantage Inc | $470,353 | $297,733,364 | — | $297,733,364 |
| 10 | Garnet Group LLC | $757,281 | $143,126,160 | — | $143,126,160 |
| 11 | Tufton Capital Management, LLC | $1,055,676 | $831,873,000 | — | $831,873,000 |
| 12 | Pinnacle Advisory Group, Inc. | $403,691 | $2,317,996,134 | — | $2,317,996,134 |
| 13 | Retirement Management Systems, Inc. | $454,903 | $1,370,621,789 | — | $1,370,621,789 |
| 14 | Ivy League Financial Advisors LLC | $358,343 | $125,061,537 | — | $125,061,537 |
| 15 | Kelly Financial Group, LLC | $656,203 | $585,989,689 | — | $585,989,689 |
| 16 | Wealthplans, LLC | $462,426 | $105,433,025 | — | $105,433,025 |
| 17 | WBH Advisory, Inc. | $572,568 | $856,562,066 | — | $856,562,066 |
| 18 | Divergent Planning, LLC | $234,421 | $155,655,762 | — | $155,655,762 |
| 19 | LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC | $288,679 | $114,894,196 | — | $114,894,196 |
| 20 | Marathon Capital Management LLC | $965,092 | $591,601,523 | — | $591,601,523 |
| 21 | Waypoint Wealth Management, LLC | $344,399 | $172,199,553 | — | $172,199,553 |
| 22 | Financial Services Advisory Inc | $351,676 | $726,914,646 | — | $726,914,646 |
| 23 | Van Sant & Mewshaw, Inc | $863,572 | $397,242,967 | — | $397,242,967 |
| 24 | L. K. Benson & Company, P.C. | $2,380,724 | $190,457,934 | — | $190,457,934 |
| 25 | Macroview Investment Management LLC | $305,907 | $137,352,200 | — | $137,352,200 |
| 26 | Burt Associates, Incorporated | $645,359 | $702,796,467 | — | $702,796,467 |
| 27 | 1 North Wealth Services, LLC | $372,067 | $245,564,288 | — | $245,564,288 |
| 28 | Huber, Weakland & Associates, Inc. | $497,368 | $188,999,935 | — | $188,999,935 |
| 29 | RCS Financial Planning, LLC | $319,110 | $135,302,683 | — | $135,302,683 |
| 30 | Carmichael Hill & Associates Inc | $317,429 | $253,625,927 | — | $253,625,927 |
| 31 | Brightside Advisory Partners, LLC | $1,281,201 | $344,643,090 | — | $344,643,090 |
| 32 | Monumental Financial Group Inc. | $184,841 | $114,046,661 | — | $114,046,661 |
| 33 | The Family Firm, Inc. | $675,566 | $669,485,979 | — | $669,485,979 |
| 34 | AFS Financial Group, LLC | $502,990 | $410,942,482 | — | $410,942,482 |
| 35 | Edgemoor Investment Advisors, Inc. | $1,201,222 | $1,101,520,202 | — | $1,101,520,202 |
| 36 | Annapolis Financial Services, LLC | $521,313 | $536,819,568 | $654,350 | $537,473,918 |
| 37 | Court Place Advisors LLC | $1,193,006 | $380,843,144 | $918,738 | $381,761,882 |
| 38 | The Ellerson Group Inc | $2,155,427 | $191,467,554 | $2,520,879 | $193,988,433 |
| 39 | Thoma Capital Management LLC | $216,863 | $202,340,691 | $2,812,062 | $205,152,753 |
| 40 | My Wealth Management, Inc. | $478,937 | $125,421,000 | $2,934,000 | $128,355,000 |
| 41 | PKS Investment Advisors LLC | $211,709 | $164,812,098 | $3,920,197 | $168,732,295 |
| 42 | Maryland Capital Management, LLC | $872,841 | $1,941,082,275 | $5,353,094 | $1,946,435,369 |
| 43 | Ferguson-Johnson Wealth Management, Inc. | $1,362,284 | $226,696,987 | $6,253,653 | $232,950,640 |
| 44 | Foundry Wealth Advisors, LLC | $544,749 | $100,642,281 | $7,762,671 | $108,404,952 |
| 45 | The Financial Consulate, Inc | $164,257 | $576,805,455 | $8,605,887 | $585,411,342 |
| 46 | Lowe Wealth Advisors, LLC | $289,259 | $352,557,063 | $9,016,736 | $361,573,799 |
| 47 | Buttonwood Financial Advisors, Inc. | $236,723 | $120,943,025 | $10,201,664 | $131,144,689 |
| 48 | Heritage Investors Management Corp | $2,419,977 | $3,072,409,103 | $10,641,652 | $3,083,050,755 |
| 49 | New Potomac Partners LLC | $1,521,137 | $166,438,021 | $13,056,102 | $179,494,123 |
| 50 | May Barnhard Investments LLC, D/B/A Mbi LLC | $695,799 | $251,285,585 | $16,597,030 | $267,882,615 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
