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
1WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
2Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
3Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
4Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
5The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
6Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
7A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
8And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
9GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
10Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
11Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
12Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
13The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
14Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
15Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
16Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
17Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
18Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
19May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
20New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
21Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
22Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
23Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
24The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
25Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
26Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
27Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
28My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
29Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
30The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
31Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
32Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
33Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
34Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
35Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
36Kendall Capital Management$355,732$357,865,904$357,865,904
37Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
38Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
39HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
40Financial Advantage Inc$470,353$297,733,364$297,733,364
41Garnet Group LLC$757,281$143,126,160$143,126,160
42Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
43Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
44Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
45Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
46Wealthplans, LLC$462,426$105,433,025$105,433,025
47WBH Advisory, Inc.$572,568$856,562,066$856,562,066
48Divergent Planning, LLC$234,421$155,655,762$155,655,762
49LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
50Marathon Capital Management LLC$965,092$591,601,523$591,601,523
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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.