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
1Chevy Chase Trust Company$8,384,189$33,997,884,407$33,997,884,407
2Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
3A.G. Campbell Advisory, Llc$5,749,030$70,049,432$269,143,341$339,192,773
4Heritage Investors Management Corp$2,217,521$2,776,690,355$15,169,163$2,791,859,518
5Benson L K & Co P C$2,191,941$164,395,597$164,395,597
6Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353
7The Ellerson Group Inc$1,854,348$166,012,147$879,136$166,891,283
8Trumbower Financial Advisors Llc$1,646,993$175,341,412$1,104,372,160$1,279,713,572
9Baltimore-Washington Financial Advisors$1,428,008$883,007,913$28,060,889$911,068,802
10Brightside Partners$1,330,822$194,300,000$194,300,000
11New Potomac Partners Llc$1,251,080$139,359,818$15,774,045$155,133,863
12Edgemoor Investment Advisors, Inc.$1,202,920$1,066,989,964$1,066,989,964
13&Wealth Partners$1,151,718$104,044,440$147,030,147$251,074,587
14Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
15Court Place Advisors Llc$1,086,005$334,571,257$23,810,506$358,381,763
16Tufton Capital Management, Llc$986,174$763,299,000$763,299,000
17Black Diamond Financial, Llc$857,913$320,091,000$44,522,000$364,613,000
18Marathon Capital Management$820,362$504,522,684$504,522,684
19Vansant Mewshaw$800,399$357,778,346$357,778,346
20Maryland Capital Management, Llc$773,082$1,372,030,100$10,239,900$1,382,270,000
21Mv Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
22Warner Financial, Inc$736,891$438,724,993$13,725,891$452,450,884
23Lgg Financial$708,310$369,072,378$36,789,402$405,861,780
24Garnet Group Llc$666,510$114,639,707$114,639,707
25Mbi Llc$623,269$211,000,000$14,000,000$225,000,000
26The Family Firm, Inc.$602,818$600,908,630$703,680$601,612,310
27Burt Wealth Advisors$576,562$648,055,923$648,055,923
28Fbb Capital Partners$534,864$1,258,000,000$1,258,000,000
29Horan Capital Management,Llc$527,234$723,364,700$723,364,700
30Wbh Advisory, Inc.$505,078$762,162,904$762,162,904
31Fai Wealth Management$466,755$389,274,037$389,274,037
32Hwa Financial Group$457,807$166,183,894$166,183,894
33My Wealth Management, Inc$439,394$104,500,000$26,000,000$130,500,000
34Retirement Management Systems$439,123$1,244,475,778$1,244,475,778
35Intervest Ltd$418,123$86,490,192$52,744,711$139,234,903
36Pinnacle Advisory Group, Inc.$365,738$2,135,909,312$2,135,909,312
37The Junk Investment Group$354,248$335,472,721$335,472,721
38Financial Services Advisory$354,156$645,980,603$645,980,603
391 North Wealth Services, Llc$323,569$198,671,581$198,671,581
40Ivy League Financial Advisors Llc$320,207$113,032,924$113,032,924
41Kendall Capital Management$318,744$296,113,158$296,113,158
42Investment Planning Associates Inc$305,333$93,000,000$90,200,000$183,200,000
43Rcs Financial Planning, Llc$296,790$118,419,254$118,419,254
44Carmichael Hill & Associates Inc$289,035$224,580,365$224,580,365
45Lifetime Wealth Planning And Management, Llc$288,679$114,894,196$114,894,196
46Macroview Investment Management Llc$285,042$126,843,486$126,843,486
47Lowe Wealth Advisors, Llc$274,888$318,209,843$8,632,250$326,842,093
48Geier Asset Management Inc$253,225$316,666,000$15,312,000$331,978,000
49Buttonwood Financial Advisors, Inc.$243,922$98,290,963$9,522,772$107,813,735
50Facet Wealth, Inc,$241,197$141,341,214$141,341,214
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Showing 1 to 50 of 54 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.