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 | Chevy Chase Trust Company | $7,193,129 | $27,686,353,937 | — | $27,686,353,937 |
| 2 | Pinnacle Advisory Group, Inc. | $326,048 | $1,954,331,836 | — | $1,954,331,836 |
| 3 | Edgemoor Investment Advisors | $1,023,751 | $871,212,281 | — | $871,212,281 |
| 4 | WBH Advisory, Inc. | $413,658 | $637,860,049 | — | $637,860,049 |
| 5 | Financial Services Advisory | $313,707 | $600,122,387 | — | $600,122,387 |
| 6 | Burt Wealth Advisors | $552,233 | $594,754,580 | — | $594,754,580 |
| 7 | Horan Capital Management, LLC | $404,349 | $574,984,522 | — | $574,984,522 |
| 8 | Aegis Wealth Management | $1,154,681 | $521,915,587 | — | $521,915,587 |
| 9 | FAI Wealth Management | $408,677 | $328,576,325 | — | $328,576,325 |
| 10 | Vansant Mewshaw | $649,530 | $296,835,093 | — | $296,835,093 |
| 11 | Bontempo Ohly Capital Management | $433,510 | $245,800,000 | — | $245,800,000 |
| 12 | Kendall Capital Management | $256,691 | $238,466,031 | — | $238,466,031 |
| 13 | Bay Point Wealth Management | $2,146,459 | $203,913,646 | — | $203,913,646 |
| 14 | Carmichael Hill & Associates Inc | $265,142 | $175,789,126 | — | $175,789,126 |
| 15 | 1 North Wealth Services | $271,974 | $166,447,917 | — | $166,447,917 |
| 16 | Potomac Fund Management | $120,194 | $136,179,372 | — | $136,179,372 |
| 17 | Macroview Investment Management LLC | $260,604 | $129,780,817 | — | $129,780,817 |
| 18 | Hwa Financial Group | $384,785 | $125,055,241 | — | $125,055,241 |
| 19 | Hawthorn Capital Management, LLC | $2,867,442 | $123,300,000 | — | $123,300,000 |
| 20 | Garnet Group | $605,385 | $107,758,606 | — | $107,758,606 |
| 21 | Ivy League Financial Advisors | $268,481 | $105,781,511 | — | $105,781,511 |
| 22 | The Ellerson Group Inc | $1,630,408 | $136,185,833 | $768,443 | $136,954,276 |
| 23 | MV Capital Management, Inc. | $755,490 | $568,818,412 | $821,208 | $569,639,620 |
| 24 | The Family Firm, Inc. | $513,468 | $517,236,825 | $852,669 | $518,089,494 |
| 25 | Ferguson-Johnson Wealth Management, Inc. | $903,184 | $170,654,976 | $950,000 | $171,604,976 |
| 26 | Caplan Financial Group | $175,979 | $176,380,936 | $1,709,762 | $178,090,698 |
| 27 | PKS Investment Advisors LLC | $175,162 | $142,035,977 | $3,173,443 | $145,209,420 |
| 28 | Chesapeake Financial Advisors | $161,348 | $136,155,290 | $4,701,513 | $140,856,803 |
| 29 | Lowe Wealth Advisors, LLC | $240,716 | $270,579,547 | $6,484,149 | $277,063,696 |
| 30 | Financial Consulate | $157,553 | $407,801,097 | $7,666,696 | $415,467,793 |
| 31 | New Potomac Partners LLC | $800,201 | $129,391,299 | $8,243,280 | $137,634,579 |
| 32 | Maryland Capital Management | $653,559 | $1,038,008,149 | $8,992,985 | $1,047,001,134 |
| 33 | Geier Asset Management Inc | $203,799 | $235,612,000 | $12,615,000 | $248,227,000 |
| 34 | MBI, LLC | $627,907 | $175,000,000 | $14,000,000 | $189,000,000 |
| 35 | Tufton Capital Management, LLC | $835,604 | $659,004,971 | $15,327,775 | $674,332,746 |
| 36 | Baltimore-Washington Financial Advisors | $1,193,980 | $705,372,498 | $15,791,407 | $721,163,905 |
| 37 | Warner Financial, Inc | $609,486 | $344,474,155 | $16,951,250 | $361,425,405 |
| 38 | Heritage Investors Management Corp | $1,909,315 | $2,303,229,051 | $18,498,316 | $2,321,727,367 |
| 39 | Court Place Advisors | $901,262 | $273,522,097 | $19,388,155 | $292,910,252 |
| 40 | My Wealth Management, Inc | $470,107 | $108,433,000 | $23,667,000 | $132,100,000 |
| 41 | Black Diamond Financial, LLC | $927,550 | $271,867,668 | $36,078,775 | $307,946,443 |
| 42 | Intervest Ltd. | $345,686 | $76,297,030 | $41,236,181 | $117,533,211 |
| 43 | Benson L K & Co PC | $3,205,201 | $235,221,486 | $85,298,653 | $320,520,139 |
| 44 | FBB Capital Partners | $389,845 | $1,026,650,834 | $98,050,962 | $1,124,701,796 |
| 45 | &Wealth Partners | $862,132 | $95,846,341 | $111,065,441 | $206,911,782 |
| 46 | Cornerstone Advisory | $501,383 | $933,217,499 | $123,697,749 | $1,056,915,248 |
| 47 | Investment Planning Associates Inc | $246,032 | $3,135,000 | $151,865,000 | $155,000,000 |
| 48 | A.G. Campbell Advisory, LLC | $3,940,162 | $57,303,790 | $190,926,437 | $248,230,227 |
| 49 | Wms Partners, Llc | $1,663,479 | $141,387,044 | $209,607,031 | $350,994,075 |
| 50 | Tred Avon Family Wealth, LLC | $2,146,997 | $2,663,050 | $222,771,605 | $225,434,655 |
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.
