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
2Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
3Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
4Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
5Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
6Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
7Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
8Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
9Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
10Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
11Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
12Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
13Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
14WBH Advisory, Inc.$572,568$856,562,066$856,562,066
15Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
16Financial Services Advisory Inc$351,676$726,914,646$726,914,646
17HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
18Burt Associates, Incorporated$645,359$702,796,467$702,796,467
19The Family Firm, Inc.$675,566$669,485,979$669,485,979
20Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
21Marathon Capital Management LLC$965,092$591,601,523$591,601,523
22Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
23The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
24Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
25Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
26Facet Wealth, Inc$199,543$502,250,733$502,250,733
27Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
28The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
29Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
30The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
31AFS Financial Group, LLC$502,990$410,942,482$410,942,482
32Van Sant & Mewshaw, Inc$863,572$397,242,967$397,242,967
33Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
34Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
35Kendall Capital Management$355,732$357,865,904$357,865,904
36Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
37Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
38A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
39Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
40Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
41Financial Advantage Inc$470,353$297,733,364$297,733,364
42And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
43Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
44May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
45Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
461 North Wealth Services, LLC$372,067$245,564,288$245,564,288
47Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
48Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
49Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
50The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
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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.