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
1&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
21 North Wealth Services, Llc$276,934$168,652,943$168,652,943
3A.G. Campbell Advisory, Llc$3,940,162$57,303,790$190,926,437$248,230,227
4Aegis Wealth Management Llc$1,154,681$521,915,587$521,915,587
5Baltimore-Washington Financial Advisors$416,664$748,014,779$17,812,965$765,827,744
6Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
7Benson L K & Co P C$3,205,201$235,221,486$85,298,653$320,520,139
8Black Diamond Financial, Llc$927,550$271,867,668$36,078,775$307,946,443
9Bontempo Ohly Capital Management, Llc$433,510$245,800,000$245,800,000
10Burt Wealth Advisors$552,233$594,754,580$594,754,580
11Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
12Chesapeake Financial Advisors$161,348$136,155,290$4,701,513$140,856,803
13Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
14Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
15Court Place Advisors Llc$901,262$273,522,097$19,388,155$292,910,252
16Divergent Planning$173,283$105,702,586$105,702,586
17Edgemoor Investment Advisors, Inc.$1,023,751$871,212,281$871,212,281
18Fai Wealth Management$408,677$328,576,325$328,576,325
19Fbb Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
20Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
21Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
22Financial Services Advisory$313,707$600,122,387$600,122,387
23Garnet Group Llc$605,385$107,758,606$107,758,606
24Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
25Geller & Lehmann, Llc$971,392$117,538,452$117,538,452
26Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
27Horan Capital Management,Llc$404,349$574,984,522$574,984,522
28Hwa Financial Group$384,785$125,055,241$125,055,241
29Intervest Ltd$345,686$76,297,030$41,236,181$117,533,211
30Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
31Ivy League Financial Advisors Llc$268,481$105,781,511$105,781,511
32Joy Capital Llc$2,007,273$79,400,000$31,000,000$110,400,000
33Kendall Capital Management$256,691$238,466,031$238,466,031
34Lowe Wealth Advisors, Llc$240,716$270,579,547$6,484,149$277,063,696
35Macroview Investment Management Llc$260,604$129,780,817$129,780,817
36Maryland Capital Management, Llc$653,559$1,038,008,149$8,992,985$1,047,001,134
37Mbi Llc$627,907$175,000,000$14,000,000$189,000,000
38MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
39My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
40New Potomac Partners Llc$800,201$129,391,299$8,243,280$137,634,579
41Pennington Partners & Co., Llc$15,374,230$392,648,636$314,565,942$707,214,578
42Pinnacle Advisory Group, Inc.$326,048$1,954,331,836$1,954,331,836
43Pks Investment Advisors Llc$175,162$142,035,977$3,173,443$145,209,420
44Potomac Fund Management$120,194$136,179,372$136,179,372
45Rcs Financial Planning, Llc$269,052$101,163,604$101,163,604
46Retirement Management Systems$399,778$1,057,815,736$2,795,094$1,060,610,830
47Sargent Investment Group, Llc$875,956$276,378,000$476,068,000$752,446,000
48The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
49The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
50The Junk Investment Group$282,999$246,491,709$246,491,709
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Showing 1 to 50 of 57 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.