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
11 North Wealth Services, LLC$372,067$245,564,288$245,564,288
2A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
3Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
4AFS Financial Group, LLC$502,990$410,942,482$410,942,482
5And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
6Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
7Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
8Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
9Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
10Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
11Burt Associates, Incorporated$645,359$702,796,467$702,796,467
12Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
13Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
14Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
15Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
16Divergent Planning, LLC$234,421$155,655,762$155,655,762
17Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
18Experiential Wealth, Inc.$7,463,119$144,606,609$19,582,003$164,188,612
19Facet Wealth, Inc$199,543$502,250,733$502,250,733
20Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
21Financial Advantage Inc$470,353$297,733,364$297,733,364
22Financial Services Advisory Inc$351,676$726,914,646$726,914,646
23Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
24Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
25Garnet Group LLC$757,281$143,126,160$143,126,160
26Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
27GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
28Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
29Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
30HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
31Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
32Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
33Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
34Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
35Joy Capital LLC$3,050,065$109,053,000$31,250,000$140,303,000
36Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
37Kendall Capital Management$355,732$357,865,904$357,865,904
38L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
39LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
40Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
41Macroview Investment Management LLC$305,907$137,352,200$137,352,200
42Marathon Capital Management LLC$965,092$591,601,523$591,601,523
43Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
44Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
45May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
46Monumental Financial Group Inc.$184,841$114,046,661$114,046,661
47My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
48New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
49Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
50Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
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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.