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
1Buttonwood Financial Advisors, Inc.$243,922$98,290,963$9,522,772$107,813,735
2Ivy League Financial Advisors Llc$320,207$113,032,924$113,032,924
3Garnet Group Llc$666,510$114,639,707$114,639,707
4Lifetime Wealth Planning And Management, Llc$288,679$114,894,196$114,894,196
5Rcs Financial Planning, Llc$296,790$118,419,254$118,419,254
6Macroview Investment Management Llc$285,042$126,843,486$126,843,486
7Divergent Planning$198,872$129,664,398$129,664,398
8My Wealth Management, Inc$439,394$104,500,000$26,000,000$130,500,000
9Intervest Ltd$418,123$86,490,192$52,744,711$139,234,903
10Facet Wealth, Inc,$241,197$141,341,214$141,341,214
11New Potomac Partners Llc$1,251,080$139,359,818$15,774,045$155,133,863
12Benson L K & Co P C$2,191,941$164,395,597$164,395,597
13Hwa Financial Group$457,807$166,183,894$166,183,894
14The Ellerson Group Inc$1,854,348$166,012,147$879,136$166,891,283
15Pks Investment Advisors Llc$206,706$173,713,264$4,880,583$178,593,847
16Chesapeake Financial Advisors$201,749$173,199,803$5,751,362$178,951,165
17Investment Planning Associates Inc$305,333$93,000,000$90,200,000$183,200,000
18Brightside Partners$1,330,822$194,300,000$194,300,000
191 North Wealth Services, Llc$323,569$198,671,581$198,671,581
20Carmichael Hill & Associates Inc$289,035$224,580,365$224,580,365
21Mbi Llc$623,269$211,000,000$14,000,000$225,000,000
22&Wealth Partners$1,151,718$104,044,440$147,030,147$251,074,587
23Kendall Capital Management$318,744$296,113,158$296,113,158
24Lowe Wealth Advisors, Llc$274,888$318,209,843$8,632,250$326,842,093
25Geier Asset Management Inc$253,225$316,666,000$15,312,000$331,978,000
26The Junk Investment Group$354,248$335,472,721$335,472,721
27A.G. Campbell Advisory, Llc$5,749,030$70,049,432$269,143,341$339,192,773
28Vansant Mewshaw$800,399$357,778,346$357,778,346
29Court Place Advisors Llc$1,086,005$334,571,257$23,810,506$358,381,763
30Black Diamond Financial, Llc$857,913$320,091,000$44,522,000$364,613,000
31Fai Wealth Management$466,755$389,274,037$389,274,037
32Lgg Financial$708,310$369,072,378$36,789,402$405,861,780
33Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
34Warner Financial, Inc$736,891$438,724,993$13,725,891$452,450,884
35Marathon Capital Management$820,362$504,522,684$504,522,684
36Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
37Mv Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
38The Family Firm, Inc.$602,818$600,908,630$703,680$601,612,310
39Financial Services Advisory$354,156$645,980,603$645,980,603
40Burt Wealth Advisors$576,562$648,055,923$648,055,923
41Horan Capital Management,Llc$527,234$723,364,700$723,364,700
42Wbh Advisory, Inc.$505,078$762,162,904$762,162,904
43Tufton Capital Management, Llc$986,174$763,299,000$763,299,000
44Baltimore-Washington Financial Advisors$1,428,008$883,007,913$28,060,889$911,068,802
45Edgemoor Investment Advisors, Inc.$1,202,920$1,066,989,964$1,066,989,964
46Retirement Management Systems$439,123$1,244,475,778$1,244,475,778
47Fbb Capital Partners$534,864$1,258,000,000$1,258,000,000
48Trumbower Financial Advisors Llc$1,646,993$175,341,412$1,104,372,160$1,279,713,572
49Maryland Capital Management, Llc$773,082$1,372,030,100$10,239,900$1,382,270,000
50Pinnacle Advisory Group, Inc.$365,738$2,135,909,312$2,135,909,312
Next Page »

Showing 1 to 50 of 54 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 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.