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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
2Wealthplans, LLC$462,426$105,433,025$105,433,025
3WBH Advisory, Inc.$572,568$856,562,066$856,562,066
4Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
5Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
6Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
7Van Sant & Mewshaw, Inc$863,572$397,242,967$397,242,967
8Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
9Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
10Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
11Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
12The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
13The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
14The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
15The Family Firm, Inc.$675,566$669,485,979$669,485,979
16The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
17Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
18Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
19RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
20PKS Investment Advisors LLC$211,709$164,812,098$3,920,197$168,732,295
21Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
22Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
23New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
24My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
25Monumental Financial Group Inc.$184,841$114,046,661$114,046,661
26May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
27Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
28Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
29Marathon Capital Management LLC$965,092$591,601,523$591,601,523
30Macroview Investment Management LLC$305,907$137,352,200$137,352,200
31Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
32LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
33L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
34Kendall Capital Management$355,732$357,865,904$357,865,904
35Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
36Joy Capital LLC$3,050,065$109,053,000$31,250,000$140,303,000
37Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
38Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
39Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
40Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
41HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
42Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
43Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
44GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
45Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
46Garnet Group LLC$757,281$143,126,160$143,126,160
47Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
48Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
49Financial Services Advisory Inc$351,676$726,914,646$726,914,646
50Financial Advantage Inc$470,353$297,733,364$297,733,364
Next Page »

Showing 1 to 50 of 70 entries

Page 1 | 2

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.