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$532,399$298,143,236$298,143,236
2Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
3Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
4Kendall Capital Management$355,732$357,865,904$357,865,904
5Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
6Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
7HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
8Facet Wealth, Inc$199,543$502,250,733$502,250,733
9Financial Advantage Inc$470,353$297,733,364$297,733,364
10Garnet Group LLC$757,281$143,126,160$143,126,160
11Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
12Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
13Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
14Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
15Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
16Wealthplans, LLC$462,426$105,433,025$105,433,025
17WBH Advisory, Inc.$572,568$856,562,066$856,562,066
18Divergent Planning, LLC$234,421$155,655,762$155,655,762
19LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
20Marathon Capital Management LLC$965,092$591,601,523$591,601,523
21Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
22Financial Services Advisory Inc$351,676$726,914,646$726,914,646
23Van Sant & Mewshaw, Inc$863,572$397,242,967$397,242,967
24L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
25Macroview Investment Management LLC$305,907$137,352,200$137,352,200
26Burt Associates, Incorporated$645,359$702,796,467$702,796,467
271 North Wealth Services, LLC$372,067$245,564,288$245,564,288
28Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
29RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
30Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
31Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
32Monumental Financial Group Inc.$184,841$114,046,661$114,046,661
33The Family Firm, Inc.$675,566$669,485,979$669,485,979
34AFS Financial Group, LLC$502,990$410,942,482$410,942,482
35Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
36Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
37Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
38The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
39Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
40My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
41PKS Investment Advisors LLC$211,709$164,812,098$3,920,197$168,732,295
42Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
43Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
44Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
45The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
46Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
47Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
48Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
49New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
50May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
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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 Carline Murphy.

*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.