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
1Wealthplans, LLC$462,426$105,433,025$105,433,025
2Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
3Monumental Financial Group Inc.$184,841$114,046,661$114,046,661
4LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
5Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
6My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
7Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
8RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
9Macroview Investment Management LLC$305,907$137,352,200$137,352,200
10Joy Capital LLC$3,050,065$109,053,000$31,250,000$140,303,000
11Garnet Group LLC$757,281$143,126,160$143,126,160
12Divergent Planning, LLC$234,421$155,655,762$155,655,762
13GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
14Experiential Wealth, Inc.$7,463,119$144,606,609$19,582,003$164,188,612
15Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
16PKS Investment Advisors LLC$211,709$164,812,098$3,920,197$168,732,295
17Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
18New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
19Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
20L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
21The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
22Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
23Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
24Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
251 North Wealth Services, LLC$372,067$245,564,288$245,564,288
26Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
27May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
28Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
29And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
30Financial Advantage Inc$470,353$297,733,364$297,733,364
31Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
32Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
33A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
34Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
35Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
36Kendall Capital Management$355,732$357,865,904$357,865,904
37Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
38Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
39Van Sant & Mewshaw, Inc$863,572$397,242,967$397,242,967
40AFS Financial Group, LLC$502,990$410,942,482$410,942,482
41The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
42Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
43The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
44Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
45Facet Wealth, Inc$199,543$502,250,733$502,250,733
46Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
47Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
48The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
49Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
50Marathon Capital Management LLC$965,092$591,601,523$591,601,523
Next Page »

Showing 1 to 50 of 70 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 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.