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
1Chevy Chase Trust Company$8,384,189$33,997,884,407$33,997,884,407
2Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353
3Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
4Heritage Investors Management Corp$2,217,521$2,776,690,355$15,169,163$2,791,859,518
5Pinnacle Advisory Group, Inc.$365,738$2,135,909,312$2,135,909,312
6Maryland Capital Management, Llc$773,082$1,372,030,100$10,239,900$1,382,270,000
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$1,428,008$883,007,913$28,060,889$911,068,802
12Tufton Capital Management, Llc$986,174$763,299,000$763,299,000
13Wbh Advisory, Inc.$505,078$762,162,904$762,162,904
14Horan Capital Management,Llc$527,234$723,364,700$723,364,700
15Burt Wealth Advisors$576,562$648,055,923$648,055,923
16Financial Services Advisory$354,156$645,980,603$645,980,603
17The Family Firm, Inc.$602,818$600,908,630$703,680$601,612,310
18Mv Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
19Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
20Marathon Capital Management$820,362$504,522,684$504,522,684
21Warner Financial, Inc$736,891$438,724,993$13,725,891$452,450,884
22Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
23Lgg Financial$708,310$369,072,378$36,789,402$405,861,780
24Fai Wealth Management$466,755$389,274,037$389,274,037
25Black Diamond Financial, Llc$857,913$320,091,000$44,522,000$364,613,000
26Court Place Advisors Llc$1,086,005$334,571,257$23,810,506$358,381,763
27Vansant Mewshaw$800,399$357,778,346$357,778,346
28A.G. Campbell Advisory, Llc$5,749,030$70,049,432$269,143,341$339,192,773
29The Junk Investment Group$354,248$335,472,721$335,472,721
30Geier Asset Management Inc$253,225$316,666,000$15,312,000$331,978,000
31Lowe Wealth Advisors, Llc$274,888$318,209,843$8,632,250$326,842,093
32Kendall Capital Management$318,744$296,113,158$296,113,158
33&Wealth Partners$1,151,718$104,044,440$147,030,147$251,074,587
34Mbi Llc$623,269$211,000,000$14,000,000$225,000,000
35Carmichael Hill & Associates Inc$289,035$224,580,365$224,580,365
361 North Wealth Services, Llc$323,569$198,671,581$198,671,581
37Brightside Partners$1,330,822$194,300,000$194,300,000
38Investment Planning Associates Inc$305,333$93,000,000$90,200,000$183,200,000
39Chesapeake Financial Advisors$201,749$173,199,803$5,751,362$178,951,165
40Pks Investment Advisors Llc$206,706$173,713,264$4,880,583$178,593,847
41The Ellerson Group Inc$1,854,348$166,012,147$879,136$166,891,283
42Hwa Financial Group$457,807$166,183,894$166,183,894
43Benson L K & Co P C$2,191,941$164,395,597$164,395,597
44New Potomac Partners Llc$1,251,080$139,359,818$15,774,045$155,133,863
45Facet Wealth, Inc,$241,197$141,341,214$141,341,214
46Intervest Ltd$418,123$86,490,192$52,744,711$139,234,903
47My Wealth Management, Inc$439,394$104,500,000$26,000,000$130,500,000
48Divergent Planning$198,872$129,664,398$129,664,398
49Macroview Investment Management Llc$285,042$126,843,486$126,843,486
50Rcs Financial Planning, Llc$296,790$118,419,254$118,419,254
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Showing 1 to 50 of 54 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.