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
1The Junk Investment Group$354,248$335,472,721$335,472,721
2A.G. Campbell Advisory, Llc$5,749,030$70,049,432$269,143,341$339,192,773
3Intervest Ltd$418,123$86,490,192$52,744,711$139,234,903
4Investment Planning Associates Inc$305,333$93,000,000$90,200,000$183,200,000
5Buttonwood Financial Advisors, Inc.$243,922$98,290,963$9,522,772$107,813,735
6&Wealth Partners$1,151,718$104,044,440$147,030,147$251,074,587
7My Wealth Management, Inc$439,394$104,500,000$26,000,000$130,500,000
8Ivy League Financial Advisors Llc$320,207$113,032,924$113,032,924
9Garnet Group Llc$666,510$114,639,707$114,639,707
10Lifetime Wealth Planning And Management, Llc$288,679$114,894,196$114,894,196
11Rcs Financial Planning, Llc$296,790$118,419,254$118,419,254
12Divergent Planning$198,872$129,664,398$129,664,398
13Benson L K & Co P C$2,191,941$164,395,597$164,395,597
14The Ellerson Group Inc$1,854,348$166,012,147$879,136$166,891,283
15Hwa Financial Group$457,807$166,183,894$166,183,894
16Chesapeake Financial Advisors$201,749$173,199,803$5,751,362$178,951,165
17Trumbower Financial Advisors Llc$1,646,993$175,341,412$1,104,372,160$1,279,713,572
18Brightside Partners$1,330,822$194,300,000$194,300,000
191 North Wealth Services, Llc$323,569$198,671,581$198,671,581
20Carmichael Hill & Associates Inc$289,035$224,580,365$224,580,365
21Kendall Capital Management$318,744$296,113,158$296,113,158
22Geier Asset Management Inc$253,225$316,666,000$15,312,000$331,978,000
23Lowe Wealth Advisors, Llc$274,888$318,209,843$8,632,250$326,842,093
24Black Diamond Financial, Llc$857,913$320,091,000$44,522,000$364,613,000
25Court Place Advisors Llc$1,086,005$334,571,257$23,810,506$358,381,763
26Lgg Financial$708,310$369,072,378$36,789,402$405,861,780
27Fai Wealth Management$466,755$389,274,037$389,274,037
28Warner Financial, Inc$736,891$438,724,993$13,725,891$452,450,884
29Marathon Capital Management$820,362$504,522,684$504,522,684
30Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
31Mv Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
32The Family Firm, Inc.$602,818$600,908,630$703,680$601,612,310
33Financial Services Advisory$354,156$645,980,603$645,980,603
34Burt Wealth Advisors$576,562$648,055,923$648,055,923
35Horan Capital Management,Llc$527,234$723,364,700$723,364,700
36Wbh Advisory, Inc.$505,078$762,162,904$762,162,904
37Tufton Capital Management, Llc$986,174$763,299,000$763,299,000
38Baltimore-Washington Financial Advisors$1,428,008$883,007,913$28,060,889$911,068,802
39Edgemoor Investment Advisors, Inc.$1,202,920$1,066,989,964$1,066,989,964
40Maryland Capital Management, Llc$773,082$1,372,030,100$10,239,900$1,382,270,000
41Pinnacle Advisory Group, Inc.$365,738$2,135,909,312$2,135,909,312
42Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
43Heritage Investors Management Corp$2,217,521$2,776,690,355$15,169,163$2,791,859,518
44Wealthspire Advisors$1,940,855$4,342,380,214$249,683,139$4,592,063,353

Showing 1 to 44 of 44 entries

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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.