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
1WMS PARTNERS, LLC$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
2TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
3SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
4PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
5THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
6TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
7A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
8GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
9&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
10INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
11INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
12BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
13LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
14PARKRIDGE$2,070,985$83,200,000$30,704,200$113,904,200
15BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
16MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
17COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
18NEW POTOMAC PARTNERS LLC$1,251,080$139,359,818$15,774,045$155,133,863
19GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
20HERITAGE INVESTORS MANAGEMENT CORP$2,217,521$2,776,690,355$15,169,163$2,791,859,518
21MBI LLC$623,269$211,000,000$14,000,000$225,000,000
22WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
23CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
24MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
25BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
26LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
27FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
28CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
29FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
30PKS INVESTMENT ADVISORS LLC$206,706$173,713,264$4,880,583$178,593,847
31THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
32THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
33BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
34VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
35AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
36KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
37FBB CAPITAL PARTNERS$534,864$1,258,000,000$1,258,000,000
38HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
39FACET WEALTH, INC,$241,197$141,341,214$141,341,214
40FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
41GARNET GROUP LLC$666,510$114,639,707$114,639,707
42TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
43PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
44RETIREMENT MANAGEMENT SYSTEMS$439,123$1,244,475,778$1,244,475,778
45IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
46WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
47DIVERGENT PLANNING$198,872$129,664,398$129,664,398
48LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
49MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
50FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
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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.