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
1FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
2DIVERGENT PLANNING$198,872$129,664,398$129,664,398
3CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
4PKS INVESTMENT ADVISORS LLC$206,706$173,713,264$4,880,583$178,593,847
5FACET WEALTH, INC,$241,197$141,341,214$141,341,214
6BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
7GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
8LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
9MACROVIEW INVESTMENT MANAGEMENT LLC$285,042$126,843,486$126,843,486
10LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
11CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
12RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
13INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
14AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
15KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
16IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
171 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
18FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
19THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
20PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
21INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
22RETIREMENT MANAGEMENT SYSTEMS$439,123$1,244,475,778$1,244,475,778
23MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
24HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
25FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
26BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
27WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
28HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
29VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
30FBB CAPITAL PARTNERS$534,864$1,258,000,000$1,258,000,000
31BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
32THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
33MBI LLC$623,269$211,000,000$14,000,000$225,000,000
34GARNET GROUP LLC$666,510$114,639,707$114,639,707
35CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
36LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
37WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
38MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
39VANSANT MEWSHAW$800,399$357,778,346$357,778,346
40MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
41BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
42TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
43SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
44FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
45COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
46AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
47&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
48EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
49NEW POTOMAC PARTNERS LLC$1,251,080$139,359,818$15,774,045$155,133,863
50BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
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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 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.