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
51Financial Services Advisory Inc$351,676$726,914,646$726,914,646
52Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
53WBH Advisory, Inc.$572,568$856,562,066$856,562,066
54Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
55Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
56Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
57Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
58Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
59Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
60Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
61Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
62Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
63WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
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Showing 51 to 63 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.