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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
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
14Kendall Capital Management$318,744$296,113,158$296,113,158
15Ivy League Financial Advisors Llc$320,207$113,032,924$113,032,924
161 North Wealth Services, Llc$323,569$198,671,581$198,671,581
17Financial Services Advisory$354,156$645,980,603$645,980,603
18The Junk Investment Group$354,248$335,472,721$335,472,721
19Pinnacle Advisory Group, Inc.$365,738$2,135,909,312$2,135,909,312
20Intervest Ltd$418,123$86,490,192$52,744,711$139,234,903
21Retirement Management Systems$439,123$1,244,475,778$1,244,475,778
22My Wealth Management, Inc$439,394$104,500,000$26,000,000$130,500,000
23Hwa Financial Group$457,807$166,183,894$166,183,894
24Fai Wealth Management$466,755$389,274,037$389,274,037
25Wbh Advisory, Inc.$505,078$762,162,904$762,162,904
26Horan Capital Management,Llc$527,234$723,364,700$723,364,700
27Fbb Capital Partners$534,864$1,258,000,000$1,258,000,000
28Burt Wealth Advisors$576,562$648,055,923$648,055,923
29The Family Firm, Inc.$602,818$600,908,630$703,680$601,612,310
30Mbi Llc$623,269$211,000,000$14,000,000$225,000,000
31Garnet Group Llc$666,510$114,639,707$114,639,707
32Lgg Financial$708,310$369,072,378$36,789,402$405,861,780
33Warner Financial, Inc$736,891$438,724,993$13,725,891$452,450,884
34Mv Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
35Maryland Capital Management, Llc$773,082$1,372,030,100$10,239,900$1,382,270,000
36Vansant Mewshaw$800,399$357,778,346$357,778,346
37Marathon Capital Management$820,362$504,522,684$504,522,684
38Black Diamond Financial, Llc$857,913$320,091,000$44,522,000$364,613,000
39Tufton Capital Management, Llc$986,174$763,299,000$763,299,000
40Court Place Advisors Llc$1,086,005$334,571,257$23,810,506$358,381,763
41Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
42&Wealth Partners$1,151,718$104,044,440$147,030,147$251,074,587
43Edgemoor Investment Advisors, Inc.$1,202,920$1,066,989,964$1,066,989,964
44New Potomac Partners Llc$1,251,080$139,359,818$15,774,045$155,133,863
45Brightside Partners$1,330,822$194,300,000$194,300,000
46Baltimore-Washington Financial Advisors$1,428,008$883,007,913$28,060,889$911,068,802
47Trumbower Financial Advisors Llc$1,646,993$175,341,412$1,104,372,160$1,279,713,572
48The Ellerson Group Inc$1,854,348$166,012,147$879,136$166,891,283
49Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353
50Benson L K & Co P C$2,191,941$164,395,597$164,395,597
Next Page »

Showing 1 to 50 of 54 entries

Page 1 | 2

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.