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
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
3PARKRIDGE$2,070,985$83,200,000$30,704,200$113,904,200
4GARNET GROUP LLC$666,510$114,639,707$114,639,707
5LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
6RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
7MACROVIEW INVESTMENT MANAGEMENT LLC$285,042$126,843,486$126,843,486
8DIVERGENT PLANNING$198,872$129,664,398$129,664,398
9MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
10INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
11FACET WEALTH, INC,$241,197$141,341,214$141,341,214
12NEW POTOMAC PARTNERS LLC$1,251,080$139,359,818$15,774,045$155,133,863
13GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
14BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
15HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
16THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
17PKS INVESTMENT ADVISORS LLC$206,706$173,713,264$4,880,583$178,593,847
18CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
19INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
20FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
21BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
221 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
23CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
24MBI LLC$623,269$211,000,000$14,000,000$225,000,000
25&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
26BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
27KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
28AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
29LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
30GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
31TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
32THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
33A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
34VANSANT MEWSHAW$800,399$357,778,346$357,778,346
35COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
36BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
37FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
38LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
39WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
40FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
41MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
42AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
43THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
44FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
45BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
46HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
47WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
48TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
49PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
50SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
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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.