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
1Experiential Wealth, Inc.$7,463,119$144,606,609$19,582,003$164,188,612
2WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
3A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
4Joy Capital LLC$3,050,065$109,053,000$31,250,000$140,303,000
5Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
6Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
7L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
8The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
9Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
10Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
11New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
12GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
13Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
14Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
15Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
16And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
17Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
18Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
19Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
20Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
21Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
22Marathon Capital Management LLC$965,092$591,601,523$591,601,523
23Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
24Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
25Van Sant & Mewshaw, Inc$863,572$397,242,967$397,242,967
26Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
27Garnet Group LLC$757,281$143,126,160$143,126,160
28May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
29Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
30The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
31The Family Firm, Inc.$675,566$669,485,979$669,485,979
32Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
33Burt Associates, Incorporated$645,359$702,796,467$702,796,467
34Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
35Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
36WBH Advisory, Inc.$572,568$856,562,066$856,562,066
37Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
38Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
39HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
40Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
41Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
42Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
43AFS Financial Group, LLC$502,990$410,942,482$410,942,482
44Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
45My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
46Financial Advantage Inc$470,353$297,733,364$297,733,364
47Wealthplans, LLC$462,426$105,433,025$105,433,025
48Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
49Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
50The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
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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.