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
1Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
2Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
3Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
4Kendall Capital Management$355,732$357,865,904$357,865,904
5Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
6Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
7HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
8Financial Advantage Inc$470,353$297,733,364$297,733,364
9Garnet Group LLC$757,281$143,126,160$143,126,160
10Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
11Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
12Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
13Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
14Wealthplans, LLC$462,426$105,433,025$105,433,025
15WBH Advisory, Inc.$572,568$856,562,066$856,562,066
16Divergent Planning, LLC$234,421$155,655,762$155,655,762
17LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
18Marathon Capital Management LLC$965,092$591,601,523$591,601,523
19Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
20Financial Services Advisory Inc$351,676$726,914,646$726,914,646
21L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
22Macroview Investment Management LLC$305,907$137,352,200$137,352,200
23Burt Associates, Incorporated$645,359$702,796,467$702,796,467
241 North Wealth Services, LLC$372,067$245,564,288$245,564,288
25Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
26RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
27Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
28Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
29The Family Firm, Inc.$675,566$669,485,979$669,485,979
30AFS Financial Group, LLC$502,990$410,942,482$410,942,482
31Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
32Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
33Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
34The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
35Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
36My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
37Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
38Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
39Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
40The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
41Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
42Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
43Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
44New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
45May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
46Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
47Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
48Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
49Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
50Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
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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.