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 | $7,206,586 | $3,130,551,967 | $1,243,845,713 | $4,374,397,680 |
| 2 | Heritage Investors Management Corp | $2,419,977 | $3,072,409,103 | $10,641,652 | $3,083,050,755 |
| 3 | Verdence Capital Advisors, LLC | $602,297 | $2,472,428,702 | — | $2,472,428,702 |
| 4 | Pinnacle Advisory Group, Inc. | $403,691 | $2,317,996,134 | — | $2,317,996,134 |
| 5 | Maryland Capital Management, LLC | $872,841 | $1,941,082,275 | $5,353,094 | $1,946,435,369 |
| 6 | Cornerstone Advisory, LLC | $1,138,062 | $1,429,405,386 | — | $1,429,405,386 |
| 7 | Fulton Breakefield Broenniman,LLC | $579,012 | $1,418,000,000 | — | $1,418,000,000 |
| 8 | Retirement Management Systems, Inc. | $454,903 | $1,370,621,789 | — | $1,370,621,789 |
| 9 | Trumbower Financial Advisors LLC | $1,680,912 | $157,530,189 | $1,193,922,835 | $1,351,453,024 |
| 10 | Baltimore-Washington Financial Advisors, Inc. | $524,704 | $1,205,884,388 | $32,417,924 | $1,238,302,312 |
| 11 | Pennington Partners & Co., LLC | $2,483,347 | $503,846,698 | $606,209,607 | $1,110,056,305 |
| 12 | Edgemoor Investment Advisors, Inc. | $1,201,222 | $1,101,520,202 | — | $1,101,520,202 |
| 13 | Sargent Investment Group, LLC | $1,022,489 | $657,863,000 | $437,223,000 | $1,095,086,000 |
| 14 | WBH Advisory, Inc. | $572,568 | $856,562,066 | — | $856,562,066 |
| 15 | Tufton Capital Management, LLC | $1,055,676 | $831,873,000 | — | $831,873,000 |
| 16 | Financial Services Advisory Inc | $351,676 | $726,914,646 | — | $726,914,646 |
| 17 | HORAN CAPITAL MANAGEMENT,LLC | $527,234 | $723,364,700 | — | $723,364,700 |
| 18 | Burt Associates, Incorporated | $645,359 | $702,796,467 | — | $702,796,467 |
| 19 | The Family Firm, Inc. | $675,566 | $669,485,979 | — | $669,485,979 |
| 20 | Aegis Wealth Management LLC | $1,466,103 | $637,754,732 | — | $637,754,732 |
| 21 | Marathon Capital Management LLC | $965,092 | $591,601,523 | — | $591,601,523 |
| 22 | Kelly Financial Group, LLC | $656,203 | $585,989,689 | — | $585,989,689 |
| 23 | The Financial Consulate, Inc | $164,257 | $576,805,455 | $8,605,887 | $585,411,342 |
| 24 | Annapolis Financial Services, LLC | $521,313 | $536,819,568 | $654,350 | $537,473,918 |
| 25 | Warner Financial, Inc | $797,839 | $496,551,768 | $18,054,463 | $514,606,231 |
| 26 | Facet Wealth, Inc | $199,543 | $502,250,733 | — | $502,250,733 |
| 27 | Black Diamond Financial, LLC | $908,111 | $428,221,870 | $60,341,918 | $488,563,788 |
| 28 | The Luts & Greenleigh Group, Inc. | $675,694 | $383,635,530 | $42,727,480 | $426,363,010 |
| 29 | Grant/Grossmendelsohn, LLC | $692,537 | $397,628,897 | $27,588,957 | $425,217,854 |
| 30 | The Junk Investment Group, LLC | $424,146 | — | $422,025,480 | $422,025,480 |
| 31 | AFS Financial Group, LLC | $502,990 | $410,942,482 | — | $410,942,482 |
| 32 | Van Sant & Mewshaw, Inc | $863,572 | $397,242,967 | — | $397,242,967 |
| 33 | Court Place Advisors LLC | $1,193,006 | $380,843,144 | $918,738 | $381,761,882 |
| 34 | Lowe Wealth Advisors, LLC | $289,259 | $352,557,063 | $9,016,736 | $361,573,799 |
| 35 | Kendall Capital Management | $355,732 | $357,865,904 | — | $357,865,904 |
| 36 | Geier Asset Management Inc | $283,299 | $323,299,000 | $30,258,000 | $353,557,000 |
| 37 | Brightside Advisory Partners, LLC | $1,281,201 | $344,643,090 | — | $344,643,090 |
| 38 | A.G. Campbell Advisory, LLC | $4,932,177 | $77,874,581 | $257,513,465 | $335,388,046 |
| 39 | Marks Wealth, LLC | $450,704 | $298,000,000 | $22,000,000 | $320,000,000 |
| 40 | Bontempo Ohly Capital Management, LLC | $532,399 | $298,143,236 | — | $298,143,236 |
| 41 | Financial Advantage Inc | $470,353 | $297,733,364 | — | $297,733,364 |
| 42 | And Wealth Partners, LLC | $1,257,567 | $132,780,696 | $162,747,576 | $295,528,272 |
| 43 | Tred Avon Family Wealth, LLC | $2,047,844 | $72,000 | $274,339,078 | $274,411,078 |
| 44 | May Barnhard Investments LLC, D/B/A Mbi LLC | $695,799 | $251,285,585 | $16,597,030 | $267,882,615 |
| 45 | Carmichael Hill & Associates Inc | $317,429 | $253,625,927 | — | $253,625,927 |
| 46 | 1 North Wealth Services, LLC | $372,067 | $245,564,288 | — | $245,564,288 |
| 47 | Ferguson-Johnson Wealth Management, Inc. | $1,362,284 | $226,696,987 | $6,253,653 | $232,950,640 |
| 48 | Investment Planning Associates Inc | $350,000 | $150,000,000 | $60,000,000 | $210,000,000 |
| 49 | Thoma Capital Management LLC | $216,863 | $202,340,691 | $2,812,062 | $205,152,753 |
| 50 | The Ellerson Group Inc | $2,155,427 | $191,467,554 | $2,520,879 | $193,988,433 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
