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
1Pennington Partners & Co., LLC$14,463,360$350,748,636$314,565,942$665,314,578
2Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
3WMS Partners$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880
4A.G. Campbell Advisory, LLC$3,940,162$57,303,790$190,926,437$248,230,227
5Benson L K & Co PC$3,205,201$235,221,486$85,298,653$320,520,139
6Hawthorn Capital Management, LLC$2,867,442$123,300,000$123,300,000
7Tred Avon Family Wealth, LLC$2,146,997$2,663,050$222,771,605$225,434,655
8Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
9Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
10Wms Partners, Llc$1,663,479$141,387,044$209,607,031$350,994,075
11The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
12Trumbower Financial Advisors$1,483,098$215,934,861$955,712,415$1,171,647,276
13Baltimore-Washington Financial Advisors$1,193,980$705,372,498$15,791,407$721,163,905
14Aegis Wealth Management$1,154,681$521,915,587$521,915,587
15Edgemoor Investment Advisors$1,023,751$871,212,281$871,212,281
16Black Diamond Financial, LLC$927,550$271,867,668$36,078,775$307,946,443
17Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
18Court Place Advisors$901,262$273,522,097$19,388,155$292,910,252
19Sargent Investment Group, LLC$875,956$276,378,000$476,068,000$752,446,000
20&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
21Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
22New Potomac Partners LLC$800,201$129,391,299$8,243,280$137,634,579
23MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
24Maryland Capital Management$653,559$1,038,008,149$8,992,985$1,047,001,134
25Vansant Mewshaw$649,530$296,835,093$296,835,093
26MBI, LLC$627,907$175,000,000$14,000,000$189,000,000
27Warner Financial, Inc$609,486$344,474,155$16,951,250$361,425,405
28Garnet Group$605,385$107,758,606$107,758,606
29Burt Wealth Advisors$552,233$594,754,580$594,754,580
30The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
31Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
32My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
33Bontempo Ohly Capital Management$433,510$245,800,000$245,800,000
34WBH Advisory, Inc.$413,658$637,860,049$637,860,049
35FAI Wealth Management$408,677$328,576,325$328,576,325
36Horan Capital Management, LLC$404,349$574,984,522$574,984,522
37FBB Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
38Hwa Financial Group$384,785$125,055,241$125,055,241
39Intervest Ltd.$345,686$76,297,030$41,236,181$117,533,211
40Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
41Financial Services Advisory$313,707$600,122,387$600,122,387
42The Junk Investment Group$282,999$246,491,709$246,491,709
431 North Wealth Services$271,974$166,447,917$166,447,917
44Ivy League Financial Advisors$268,481$105,781,511$105,781,511
45Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
46Macroview Investment Management LLC$260,604$129,780,817$129,780,817
47Kendall Capital Management$256,691$238,466,031$238,466,031
48Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
49Lowe Wealth Advisors, LLC$240,716$270,579,547$6,484,149$277,063,696
50Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
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Showing 1 to 50 of 55 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.

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