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 | $8,384,189 | $33,997,884,407 | — | $33,997,884,407 |
| 2 | Horan Capital Management,Llc | $527,234 | $723,364,700 | — | $723,364,700 |
| 3 | 1 North Wealth Services, Llc | $323,569 | $198,671,581 | — | $198,671,581 |
| 4 | Divergent Planning | $198,872 | $129,664,398 | — | $129,664,398 |
| 5 | Fbb Capital Partners | $534,864 | $1,258,000,000 | — | $1,258,000,000 |
| 6 | Brightside Partners | $1,330,822 | $194,300,000 | — | $194,300,000 |
| 7 | Retirement Management Systems | $439,123 | $1,244,475,778 | — | $1,244,475,778 |
| 8 | Macroview Investment Management Llc | $285,042 | $126,843,486 | — | $126,843,486 |
| 9 | Burt Wealth Advisors | $576,562 | $648,055,923 | — | $648,055,923 |
| 10 | Financial Services Advisory | $354,156 | $645,980,603 | — | $645,980,603 |
| 11 | Edgemoor Investment Advisors, Inc. | $1,202,920 | $1,066,989,964 | — | $1,066,989,964 |
| 12 | Kendall Capital Management | $318,744 | $296,113,158 | — | $296,113,158 |
| 13 | Fai Wealth Management | $466,755 | $389,274,037 | — | $389,274,037 |
| 14 | Rcs Financial Planning, Llc | $296,790 | $118,419,254 | — | $118,419,254 |
| 15 | Carmichael Hill & Associates Inc | $289,035 | $224,580,365 | — | $224,580,365 |
| 16 | Pinnacle Advisory Group, Inc. | $365,738 | $2,135,909,312 | — | $2,135,909,312 |
| 17 | Lifetime Wealth Planning And Management, Llc | $288,679 | $114,894,196 | — | $114,894,196 |
| 18 | Garnet Group Llc | $666,510 | $114,639,707 | — | $114,639,707 |
| 19 | Facet Wealth, Inc, | $241,197 | $141,341,214 | — | $141,341,214 |
| 20 | Ivy League Financial Advisors Llc | $320,207 | $113,032,924 | — | $113,032,924 |
| 21 | Aegis Wealth Management Llc | $1,106,470 | $521,147,281 | — | $521,147,281 |
| 22 | Vansant Mewshaw | $800,399 | $357,778,346 | — | $357,778,346 |
| 23 | Marathon Capital Management | $820,362 | $504,522,684 | — | $504,522,684 |
| 24 | Hwa Financial Group | $457,807 | $166,183,894 | — | $166,183,894 |
| 25 | Tufton Capital Management, Llc | $986,174 | $763,299,000 | — | $763,299,000 |
| 26 | Wbh Advisory, Inc. | $505,078 | $762,162,904 | — | $762,162,904 |
| 27 | Benson L K & Co P C | $2,191,941 | $164,395,597 | — | $164,395,597 |
| 28 | The Family Firm, Inc. | $602,818 | $600,908,630 | $703,680 | $601,612,310 |
| 29 | Mv Capital Management, Inc. | $755,490 | $568,818,412 | $821,208 | $569,639,620 |
| 30 | The Ellerson Group Inc | $1,854,348 | $166,012,147 | $879,136 | $166,891,283 |
| 31 | Pks Investment Advisors Llc | $206,706 | $173,713,264 | $4,880,583 | $178,593,847 |
| 32 | Chesapeake Financial Advisors | $201,749 | $173,199,803 | $5,751,362 | $178,951,165 |
| 33 | Financial Consulate | $157,553 | $407,801,097 | $7,666,696 | $415,467,793 |
| 34 | Lowe Wealth Advisors, Llc | $274,888 | $318,209,843 | $8,632,250 | $326,842,093 |
| 35 | Buttonwood Financial Advisors, Inc. | $243,922 | $98,290,963 | $9,522,772 | $107,813,735 |
| 36 | Maryland Capital Management, Llc | $773,082 | $1,372,030,100 | $10,239,900 | $1,382,270,000 |
| 37 | Warner Financial, Inc | $736,891 | $438,724,993 | $13,725,891 | $452,450,884 |
| 38 | Mbi Llc | $623,269 | $211,000,000 | $14,000,000 | $225,000,000 |
| 39 | Heritage Investors Management Corp | $2,217,521 | $2,776,690,355 | $15,169,163 | $2,791,859,518 |
| 40 | Geier Asset Management Inc | $253,225 | $316,666,000 | $15,312,000 | $331,978,000 |
| 41 | New Potomac Partners Llc | $1,251,080 | $139,359,818 | $15,774,045 | $155,133,863 |
| 42 | Court Place Advisors Llc | $1,086,005 | $334,571,257 | $23,810,506 | $358,381,763 |
| 43 | My Wealth Management, Inc | $439,394 | $104,500,000 | $26,000,000 | $130,500,000 |
| 44 | Baltimore-Washington Financial Advisors | $1,428,008 | $883,007,913 | $28,060,889 | $911,068,802 |
| 45 | Lgg Financial | $708,310 | $369,072,378 | $36,789,402 | $405,861,780 |
| 46 | Black Diamond Financial, Llc | $857,913 | $320,091,000 | $44,522,000 | $364,613,000 |
| 47 | Intervest Ltd | $418,123 | $86,490,192 | $52,744,711 | $139,234,903 |
| 48 | Investment Planning Associates Inc | $305,333 | $93,000,000 | $90,200,000 | $183,200,000 |
| 49 | &Wealth Partners | $1,151,718 | $104,044,440 | $147,030,147 | $251,074,587 |
| 50 | Wealthspire Advisors | $1,940,855 | $4,342,380,214 | $249,683,139 | $4,592,063,353 |
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.
