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$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
2Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
3Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
4Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
5The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
6Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
7A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
8And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
9GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
10Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
11Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
12Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
13The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
14Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
15Joy Capital LLC$3,050,065$109,053,000$31,250,000$140,303,000
16Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
17Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
18Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
19Experiential Wealth, Inc.$7,463,119$144,606,609$19,582,003$164,188,612
20Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
21May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
22New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
23Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
24Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
25Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
26The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
27Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
28Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
29Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
30PKS Investment Advisors LLC$211,709$164,812,098$3,920,197$168,732,295
31My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
32Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
33The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
34Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
35Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
36Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
37Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
38Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
39Kendall Capital Management$355,732$357,865,904$357,865,904
40Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
41Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
42HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
43Facet Wealth, Inc$199,543$502,250,733$502,250,733
44Financial Advantage Inc$470,353$297,733,364$297,733,364
45Garnet Group LLC$757,281$143,126,160$143,126,160
46Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
47Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
48Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
49Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
50Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
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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.