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
1BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
2VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
3AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
4KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
5FBB CAPITAL PARTNERS$534,864$1,258,000,000$1,258,000,000
6HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
7FACET WEALTH, INC,$241,197$141,341,214$141,341,214
8FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
9GARNET GROUP LLC$666,510$114,639,707$114,639,707
10TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
11PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
12RETIREMENT MANAGEMENT SYSTEMS$439,123$1,244,475,778$1,244,475,778
13IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
14WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
15DIVERGENT PLANNING$198,872$129,664,398$129,664,398
16LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
17MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
18FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
19VANSANT MEWSHAW$800,399$357,778,346$357,778,346
20BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
21MACROVIEW INVESTMENT MANAGEMENT LLC$285,042$126,843,486$126,843,486
22BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
231 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
24HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
25RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
26CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
27BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
28AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
29EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
30THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
31THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
32PKS INVESTMENT ADVISORS LLC$206,706$173,713,264$4,880,583$178,593,847
33FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
34CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
35FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
36LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
37BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
38MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
39CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
40WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
41MBI LLC$623,269$211,000,000$14,000,000$225,000,000
42HERITAGE INVESTORS MANAGEMENT CORP$2,217,521$2,776,690,355$15,169,163$2,791,859,518
43GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
44NEW POTOMAC PARTNERS LLC$1,251,080$139,359,818$15,774,045$155,133,863
45COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
46MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
47BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
48PARKRIDGE$2,070,985$83,200,000$30,704,200$113,904,200
49LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
50BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
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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 Sabrina Straub.

*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.