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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Ivy League Financial Advisors$268,481$105,781,511$105,781,511
2Garnet Group$605,385$107,758,606$107,758,606
3Intervest Ltd.$345,686$76,297,030$41,236,181$117,533,211
4Hawthorn Capital Management, LLC$2,867,442$123,300,000$123,300,000
5Hwa Financial Group$384,785$125,055,241$125,055,241
6Macroview Investment Management LLC$260,604$129,780,817$129,780,817
7My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
8Potomac Fund Management$120,194$136,179,372$136,179,372
9The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
10New Potomac Partners LLC$800,201$129,391,299$8,243,280$137,634,579
11Chesapeake Financial Advisors$161,348$136,155,290$4,701,513$140,856,803
12PKS Investment Advisors LLC$175,162$142,035,977$3,173,443$145,209,420
13Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
141 North Wealth Services$271,974$166,447,917$166,447,917
15Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
16Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
17Caplan Financial Group$175,979$176,380,936$1,709,762$178,090,698
18MBI, LLC$627,907$175,000,000$14,000,000$189,000,000
19Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
20&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
21Tred Avon Family Wealth, LLC$2,146,997$2,663,050$222,771,605$225,434,655
22Kendall Capital Management$256,691$238,466,031$238,466,031
23Bontempo Ohly Capital Management$433,510$245,800,000$245,800,000
24The Junk Investment Group$282,999$246,491,709$246,491,709
25Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
26A.G. Campbell Advisory, LLC$3,940,162$57,303,790$190,926,437$248,230,227
27Lowe Wealth Advisors, LLC$240,716$270,579,547$6,484,149$277,063,696
28Court Place Advisors$901,262$273,522,097$19,388,155$292,910,252
29Vansant Mewshaw$649,530$296,835,093$296,835,093
30Black Diamond Financial, LLC$927,550$271,867,668$36,078,775$307,946,443
31Benson L K & Co PC$3,205,201$235,221,486$85,298,653$320,520,139
32FAI Wealth Management$408,677$328,576,325$328,576,325
33Wms Partners, Llc$1,663,479$141,387,044$209,607,031$350,994,075
34Warner Financial, Inc$609,486$344,474,155$16,951,250$361,425,405
35Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
36The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
37Aegis Wealth Management$1,154,681$521,915,587$521,915,587
38MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
39Horan Capital Management, LLC$404,349$574,984,522$574,984,522
40Burt Wealth Advisors$552,233$594,754,580$594,754,580
41Financial Services Advisory$313,707$600,122,387$600,122,387
42WBH Advisory, Inc.$413,658$637,860,049$637,860,049
43Pennington Partners & Co., LLC$14,463,360$350,748,636$314,565,942$665,314,578
44Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
45Baltimore-Washington Financial Advisors$1,193,980$705,372,498$15,791,407$721,163,905
46Sargent Investment Group, LLC$875,956$276,378,000$476,068,000$752,446,000
47Edgemoor Investment Advisors$1,023,751$871,212,281$871,212,281
48Maryland Capital Management$653,559$1,038,008,149$8,992,985$1,047,001,134
49Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
50FBB Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
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Showing 1 to 50 of 55 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 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.

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