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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

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

Showing 1 to 50 of 54 entries

Page 1 | 2

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.