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, LLC$424,146$422,025,480$422,025,480
2GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
3Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
4A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
5Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
6Wealthplans, LLC$462,426$105,433,025$105,433,025
7Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
8LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
9Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
10Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
11My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
12And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
13RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
14Macroview Investment Management LLC$305,907$137,352,200$137,352,200
15Garnet Group LLC$757,281$143,126,160$143,126,160
16Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
17Divergent Planning, LLC$234,421$155,655,762$155,655,762
18Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
19New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
20Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
21Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
22L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
23The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
24Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
25Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
261 North Wealth Services, LLC$372,067$245,564,288$245,564,288
27May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
28Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
29Financial Advantage Inc$470,353$297,733,364$297,733,364
30Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
31Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
32Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
33Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
34Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
35Kendall Capital Management$355,732$357,865,904$357,865,904
36Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
37The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
38Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
39AFS Financial Group, LLC$502,990$410,942,482$410,942,482
40Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
41Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
42Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
43Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
44The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
45Marathon Capital Management LLC$965,092$591,601,523$591,601,523
46Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
47Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
48The Family Firm, Inc.$675,566$669,485,979$669,485,979
49Burt Associates, Incorporated$645,359$702,796,467$702,796,467
50HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
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Showing 1 to 50 of 63 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 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.