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 |
|---|---|---|---|---|---|
| 1 | WMS PARTNERS, LLC | $6,978,735 | $2,755,181,799 | $1,201,760,759 | $3,956,942,558 |
| 2 | HERITAGE INVESTORS MANAGEMENT CORP | $2,217,521 | $2,776,690,355 | $15,169,163 | $2,791,859,518 |
| 3 | PINNACLE ADVISORY GROUP, INC. | $365,738 | $2,135,909,312 | — | $2,135,909,312 |
| 4 | VERDENCE CAPITAL ADVISORS, LLC | $530,649 | $2,072,183,805 | — | $2,072,183,805 |
| 5 | MARYLAND CAPITAL MANAGEMENT, LLC | $773,082 | $1,372,030,100 | $10,239,900 | $1,382,270,000 |
| 6 | CORNERSTONE ADVISORY | $675,541 | $1,320,420,737 | $11,746,671 | $1,332,167,408 |
| 7 | TRUMBOWER FINANCIAL ADVISORS LLC | $1,646,993 | $175,341,412 | $1,104,372,160 | $1,279,713,572 |
| 8 | FBB CAPITAL PARTNERS | $534,864 | $1,258,000,000 | — | $1,258,000,000 |
| 9 | RETIREMENT MANAGEMENT SYSTEMS | $439,123 | $1,244,475,778 | — | $1,244,475,778 |
| 10 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,202,920 | $1,066,989,964 | — | $1,066,989,964 |
| 11 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | $1,494,855 | $983,312,543 | $28,704,037 | $1,012,016,580 |
| 12 | SARGENT INVESTMENT GROUP | $1,018,117 | $469,176,000 | $502,108,000 | $971,284,000 |
| 13 | PENNINGTON PARTNERS & CO., LLC | $2,454,208 | $354,622,393 | $420,907,488 | $775,529,881 |
| 14 | TUFTON CAPITAL MANAGEMENT, LLC | $986,174 | $763,299,000 | — | $763,299,000 |
| 15 | WBH ADVISORY, INC. | $505,078 | $762,162,904 | — | $762,162,904 |
| 16 | HORAN CAPITAL MANAGEMENT,LLC | $527,234 | $723,364,700 | — | $723,364,700 |
| 17 | BURT WEALTH ADVISORS | $576,562 | $648,055,923 | — | $648,055,923 |
| 18 | FINANCIAL SERVICES ADVISORY | $354,156 | $645,980,603 | — | $645,980,603 |
| 19 | THE FAMILY FIRM, INC. | $602,818 | $600,908,630 | $703,680 | $601,612,310 |
| 20 | AEGIS WEALTH MANAGEMENT LLC | $1,106,470 | $521,147,281 | — | $521,147,281 |
| 21 | MARATHON CAPITAL MANAGEMENT | $820,362 | $504,522,684 | — | $504,522,684 |
| 22 | FINANCIAL CONSULATE | $166,041 | $450,461,372 | $7,479,133 | $457,940,505 |
| 23 | WARNER FINANCIAL, INC | $736,891 | $438,724,993 | $13,725,891 | $452,450,884 |
| 24 | LGG FINANCIAL | $708,310 | $369,072,378 | $36,789,402 | $405,861,780 |
| 25 | FAI WEALTH MANAGEMENT | $466,755 | $389,274,037 | — | $389,274,037 |
| 26 | BLACK DIAMOND FINANCIAL, LLC | $857,913 | $320,091,000 | $44,522,000 | $364,613,000 |
| 27 | COURT PLACE ADVISORS LLC | $1,086,005 | $334,571,257 | $23,810,506 | $358,381,763 |
| 28 | VANSANT MEWSHAW | $800,399 | $357,778,346 | — | $357,778,346 |
| 29 | A.G. CAMPBELL ADVISORY, LLC | $5,749,030 | $70,049,432 | $269,143,341 | $339,192,773 |
| 30 | THE JUNK INVESTMENT GROUP | $354,248 | — | $335,472,721 | $335,472,721 |
| 31 | TRED AVON FAMILY WEALTH, LLC | $3,491,567 | $1,478,883 | $333,711,546 | $335,190,429 |
| 32 | GEIER ASSET MANAGEMENT INC | $253,225 | $316,666,000 | $15,312,000 | $331,978,000 |
| 33 | LOWE WEALTH ADVISORS, LLC | $274,888 | $318,209,843 | $8,632,250 | $326,842,093 |
| 34 | AFS FINANCIAL GROUP, LLC | $311,291 | $310,668,693 | — | $310,668,693 |
| 35 | KENDALL CAPITAL MANAGEMENT | $318,744 | $296,113,158 | — | $296,113,158 |
| 36 | BONTEMPO 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 |
| 38 | MBI LLC | $623,269 | $211,000,000 | $14,000,000 | $225,000,000 |
| 39 | CARMICHAEL HILL & ASSOCIATES INC | $289,035 | $224,580,365 | — | $224,580,365 |
| 40 | 1 NORTH WEALTH SERVICES, LLC | $323,569 | $198,671,581 | — | $198,671,581 |
| 41 | BRIGHTSIDE PARTNERS | $1,330,822 | $194,300,000 | — | $194,300,000 |
| 42 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | $1,080,719 | $179,629,994 | $5,172,895 | $184,802,889 |
| 43 | INVESTMENT PLANNING ASSOCIATES INC | $305,333 | $93,000,000 | $90,200,000 | $183,200,000 |
| 44 | CHESAPEAKE FINANCIAL ADVISORS | $201,749 | $173,199,803 | $5,751,362 | $178,951,165 |
| 45 | PKS INVESTMENT ADVISORS LLC | $206,706 | $173,713,264 | $4,880,583 | $178,593,847 |
| 46 | THE ELLERSON GROUP INC | $1,854,348 | $166,012,147 | $879,136 | $166,891,283 |
| 47 | HWA FINANCIAL GROUP | $457,807 | $166,183,894 | — | $166,183,894 |
| 48 | BENSON L K & CO P C | $2,191,941 | $164,395,597 | — | $164,395,597 |
| 49 | GELLER & LEHMANN, LLC | $1,482,845 | — | $155,698,710 | $155,698,710 |
| 50 | NEW POTOMAC PARTNERS LLC | $1,251,080 | $139,359,818 | $15,774,045 | $155,133,863 |
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.
