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
1&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
21 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
3A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
4AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
5AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
6BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
7BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
8BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
9BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
10BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
11BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
12BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
13CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
14CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
15CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
16COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
17DIVERGENT PLANNING$198,872$129,664,398$129,664,398
18EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
19FACET WEALTH, INC,$241,197$141,341,214$141,341,214
20FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
21FBB CAPITAL PARTNERS$534,864$1,258,000,000$1,258,000,000
22FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
23FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
24FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
25GARNET GROUP LLC$666,510$114,639,707$114,639,707
26GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
27GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
28HERITAGE INVESTORS MANAGEMENT CORP$2,217,521$2,776,690,355$15,169,163$2,791,859,518
29HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
30HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
31INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
32INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
33IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
34KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
35LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
36LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
37LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
38MACROVIEW INVESTMENT MANAGEMENT LLC$285,042$126,843,486$126,843,486
39MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
40MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
41MBI LLC$623,269$211,000,000$14,000,000$225,000,000
42MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
43NEW POTOMAC PARTNERS LLC$1,251,080$139,359,818$15,774,045$155,133,863
44PARKRIDGE$2,070,985$83,200,000$30,704,200$113,904,200
45PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
46PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
47PKS INVESTMENT ADVISORS LLC$206,706$173,713,264$4,880,583$178,593,847
48RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
49RETIREMENT MANAGEMENT SYSTEMS$439,123$1,244,475,778$1,244,475,778
50SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
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Showing 1 to 50 of 61 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 Sabrina Straub.

*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.