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
1The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
2Monumental Financial Group Inc.$184,841$114,046,661$114,046,661
3Facet Wealth, Inc$199,543$502,250,733$502,250,733
4PKS Investment Advisors LLC$211,709$164,812,098$3,920,197$168,732,295
5Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
6Divergent Planning, LLC$234,421$155,655,762$155,655,762
7Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
8Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
9LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
10Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
11Macroview Investment Management LLC$305,907$137,352,200$137,352,200
12Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
13RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
14Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
15Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
16Financial Services Advisory Inc$351,676$726,914,646$726,914,646
17Kendall Capital Management$355,732$357,865,904$357,865,904
18Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
191 North Wealth Services, LLC$372,067$245,564,288$245,564,288
20Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
21The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
22Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
23Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
24Wealthplans, LLC$462,426$105,433,025$105,433,025
25Financial Advantage Inc$470,353$297,733,364$297,733,364
26My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
27Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
28AFS Financial Group, LLC$502,990$410,942,482$410,942,482
29Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
30Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
31Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
32HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
33Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
34Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
35WBH Advisory, Inc.$572,568$856,562,066$856,562,066
36Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
37Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
38Burt Associates, Incorporated$645,359$702,796,467$702,796,467
39Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
40The Family Firm, Inc.$675,566$669,485,979$669,485,979
41The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
42Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
43May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
44Garnet Group LLC$757,281$143,126,160$143,126,160
45Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
46Van Sant & Mewshaw, Inc$863,572$397,242,967$397,242,967
47Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
48Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
49Marathon Capital Management LLC$965,092$591,601,523$591,601,523
50Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
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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 Carline Murphy.

*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.