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 | Chevy Chase Trust Company | $7,193,129 | $27,686,353,937 | — | $27,686,353,937 |
| 2 | WMS Partners | $5,944,806 | $2,619,858,681 | $1,059,976,199 | $3,679,834,880 |
| 3 | Heritage Investors Management Corp | $1,909,315 | $2,303,229,051 | $18,498,316 | $2,321,727,367 |
| 4 | Pinnacle Advisory Group, Inc. | $326,048 | $1,954,331,836 | — | $1,954,331,836 |
| 5 | Trumbower Financial Advisors | $1,483,098 | $215,934,861 | $955,712,415 | $1,171,647,276 |
| 6 | FBB Capital Partners | $389,845 | $1,026,650,834 | $98,050,962 | $1,124,701,796 |
| 7 | Cornerstone Advisory | $501,383 | $933,217,499 | $123,697,749 | $1,056,915,248 |
| 8 | Maryland Capital Management | $653,559 | $1,038,008,149 | $8,992,985 | $1,047,001,134 |
| 9 | Edgemoor Investment Advisors | $1,023,751 | $871,212,281 | — | $871,212,281 |
| 10 | Sargent Investment Group, LLC | $875,956 | $276,378,000 | $476,068,000 | $752,446,000 |
| 11 | Baltimore-Washington Financial Advisors | $1,193,980 | $705,372,498 | $15,791,407 | $721,163,905 |
| 12 | Tufton Capital Management, LLC | $835,604 | $659,004,971 | $15,327,775 | $674,332,746 |
| 13 | Pennington Partners & Co., LLC | $14,463,360 | $350,748,636 | $314,565,942 | $665,314,578 |
| 14 | WBH Advisory, Inc. | $413,658 | $637,860,049 | — | $637,860,049 |
| 15 | Financial Services Advisory | $313,707 | $600,122,387 | — | $600,122,387 |
| 16 | Burt Wealth Advisors | $552,233 | $594,754,580 | — | $594,754,580 |
| 17 | Horan Capital Management, LLC | $404,349 | $574,984,522 | — | $574,984,522 |
| 18 | MV Capital Management, Inc. | $755,490 | $568,818,412 | $821,208 | $569,639,620 |
| 19 | Aegis Wealth Management | $1,154,681 | $521,915,587 | — | $521,915,587 |
| 20 | The Family Firm, Inc. | $513,468 | $517,236,825 | $852,669 | $518,089,494 |
| 21 | Financial Consulate | $157,553 | $407,801,097 | $7,666,696 | $415,467,793 |
| 22 | Warner Financial, Inc | $609,486 | $344,474,155 | $16,951,250 | $361,425,405 |
| 23 | Wms Partners, Llc | $1,663,479 | $141,387,044 | $209,607,031 | $350,994,075 |
| 24 | FAI Wealth Management | $408,677 | $328,576,325 | — | $328,576,325 |
| 25 | Benson L K & Co PC | $3,205,201 | $235,221,486 | $85,298,653 | $320,520,139 |
| 26 | Black Diamond Financial, LLC | $927,550 | $271,867,668 | $36,078,775 | $307,946,443 |
| 27 | Vansant Mewshaw | $649,530 | $296,835,093 | — | $296,835,093 |
| 28 | Court Place Advisors | $901,262 | $273,522,097 | $19,388,155 | $292,910,252 |
| 29 | Lowe Wealth Advisors, LLC | $240,716 | $270,579,547 | $6,484,149 | $277,063,696 |
| 30 | A.G. Campbell Advisory, LLC | $3,940,162 | $57,303,790 | $190,926,437 | $248,230,227 |
| 31 | Geier Asset Management Inc | $203,799 | $235,612,000 | $12,615,000 | $248,227,000 |
| 32 | The Junk Investment Group | $282,999 | — | $246,491,709 | $246,491,709 |
| 33 | Bontempo Ohly Capital Management | $433,510 | $245,800,000 | — | $245,800,000 |
| 34 | Kendall Capital Management | $256,691 | $238,466,031 | — | $238,466,031 |
| 35 | Tred Avon Family Wealth, LLC | $2,146,997 | $2,663,050 | $222,771,605 | $225,434,655 |
| 36 | &Wealth Partners | $862,132 | $95,846,341 | $111,065,441 | $206,911,782 |
| 37 | Bay Point Wealth Management | $2,146,459 | $203,913,646 | — | $203,913,646 |
| 38 | MBI, LLC | $627,907 | $175,000,000 | $14,000,000 | $189,000,000 |
| 39 | Caplan Financial Group | $175,979 | $176,380,936 | $1,709,762 | $178,090,698 |
| 40 | Carmichael Hill & Associates Inc | $265,142 | $175,789,126 | — | $175,789,126 |
| 41 | Ferguson-Johnson Wealth Management, Inc. | $903,184 | $170,654,976 | $950,000 | $171,604,976 |
| 42 | 1 North Wealth Services | $271,974 | $166,447,917 | — | $166,447,917 |
| 43 | Investment Planning Associates Inc | $246,032 | $3,135,000 | $151,865,000 | $155,000,000 |
| 44 | PKS Investment Advisors LLC | $175,162 | $142,035,977 | $3,173,443 | $145,209,420 |
| 45 | Chesapeake Financial Advisors | $161,348 | $136,155,290 | $4,701,513 | $140,856,803 |
| 46 | New Potomac Partners LLC | $800,201 | $129,391,299 | $8,243,280 | $137,634,579 |
| 47 | The Ellerson Group Inc | $1,630,408 | $136,185,833 | $768,443 | $136,954,276 |
| 48 | Potomac Fund Management | $120,194 | $136,179,372 | — | $136,179,372 |
| 49 | My Wealth Management, Inc | $470,107 | $108,433,000 | $23,667,000 | $132,100,000 |
| 50 | Macroview Investment Management LLC | $260,604 | $129,780,817 | — | $129,780,817 |
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.
