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$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
2HERITAGE INVESTORS MANAGEMENT CORP$2,217,521$2,776,690,355$15,169,163$2,791,859,518
3PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
4VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
5MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
6CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
7TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
8FBB CAPITAL PARTNERS$534,864$1,258,000,000$1,258,000,000
9RETIREMENT MANAGEMENT SYSTEMS$439,123$1,244,475,778$1,244,475,778
10EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
11BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
12SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
13PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
14TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
15WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
16HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
17BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
18FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
19THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
20AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
21MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
22FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
23WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
24LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
25FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
26BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
27COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
28VANSANT MEWSHAW$800,399$357,778,346$357,778,346
29A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
30THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
31TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
32GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
33LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
34AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
35KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
36BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
37&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
38MBI LLC$623,269$211,000,000$14,000,000$225,000,000
39CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
401 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
41BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
42FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
43INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
44CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
45PKS INVESTMENT ADVISORS LLC$206,706$173,713,264$4,880,583$178,593,847
46THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
47HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
48BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
49GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
50NEW POTOMAC PARTNERS LLC$1,251,080$139,359,818$15,774,045$155,133,863
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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 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.