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 |
|---|---|---|---|---|---|
| 1 | BUTTONWOOD FINANCIAL ADVISORS, INC. | $243,922 | $98,290,963 | $9,522,772 | $107,813,735 |
| 2 | IVY LEAGUE FINANCIAL ADVISORS LLC | $320,207 | $113,032,924 | — | $113,032,924 |
| 3 | GARNET GROUP LLC | $666,510 | $114,639,707 | — | $114,639,707 |
| 4 | LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC | $288,679 | $114,894,196 | — | $114,894,196 |
| 5 | RCS FINANCIAL PLANNING, LLC | $296,790 | $118,419,254 | — | $118,419,254 |
| 6 | DIVERGENT PLANNING | $198,872 | $129,664,398 | — | $129,664,398 |
| 7 | MY WEALTH MANAGEMENT, INC | $439,394 | $104,500,000 | $26,000,000 | $130,500,000 |
| 8 | INTERVEST LTD | $418,123 | $86,490,192 | $52,744,711 | $139,234,903 |
| 9 | GELLER & LEHMANN, LLC | $1,482,845 | — | $155,698,710 | $155,698,710 |
| 10 | BENSON L K & CO P C | $2,191,941 | $164,395,597 | — | $164,395,597 |
| 11 | HWA FINANCIAL GROUP | $457,807 | $166,183,894 | — | $166,183,894 |
| 12 | THE ELLERSON GROUP INC | $1,854,348 | $166,012,147 | $879,136 | $166,891,283 |
| 13 | CHESAPEAKE FINANCIAL ADVISORS | $201,749 | $173,199,803 | $5,751,362 | $178,951,165 |
| 14 | INVESTMENT PLANNING ASSOCIATES INC | $305,333 | $93,000,000 | $90,200,000 | $183,200,000 |
| 15 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | $1,080,719 | $179,629,994 | $5,172,895 | $184,802,889 |
| 16 | BRIGHTSIDE PARTNERS | $1,330,822 | $194,300,000 | — | $194,300,000 |
| 17 | 1 NORTH WEALTH SERVICES, LLC | $323,569 | $198,671,581 | — | $198,671,581 |
| 18 | CARMICHAEL HILL & ASSOCIATES INC | $289,035 | $224,580,365 | — | $224,580,365 |
| 19 | &WEALTH PARTNERS | $1,151,718 | $104,044,440 | $147,030,147 | $251,074,587 |
| 20 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $469,880 | $273,000,000 | — | $273,000,000 |
| 21 | KENDALL CAPITAL MANAGEMENT | $318,744 | $296,113,158 | — | $296,113,158 |
| 22 | AFS FINANCIAL GROUP, LLC | $311,291 | $310,668,693 | — | $310,668,693 |
| 23 | LOWE WEALTH ADVISORS, LLC | $274,888 | $318,209,843 | $8,632,250 | $326,842,093 |
| 24 | GEIER ASSET MANAGEMENT INC | $253,225 | $316,666,000 | $15,312,000 | $331,978,000 |
| 25 | TRED AVON FAMILY WEALTH, LLC | $3,491,567 | $1,478,883 | $333,711,546 | $335,190,429 |
| 26 | THE JUNK INVESTMENT GROUP | $354,248 | — | $335,472,721 | $335,472,721 |
| 27 | A.G. CAMPBELL ADVISORY, LLC | $5,749,030 | $70,049,432 | $269,143,341 | $339,192,773 |
| 28 | COURT PLACE ADVISORS LLC | $1,086,005 | $334,571,257 | $23,810,506 | $358,381,763 |
| 29 | BLACK DIAMOND FINANCIAL, LLC | $857,913 | $320,091,000 | $44,522,000 | $364,613,000 |
| 30 | FAI WEALTH MANAGEMENT | $466,755 | $389,274,037 | — | $389,274,037 |
| 31 | LGG FINANCIAL | $708,310 | $369,072,378 | $36,789,402 | $405,861,780 |
| 32 | WARNER FINANCIAL, INC | $736,891 | $438,724,993 | $13,725,891 | $452,450,884 |
| 33 | FINANCIAL CONSULATE | $166,041 | $450,461,372 | $7,479,133 | $457,940,505 |
| 34 | MARATHON CAPITAL MANAGEMENT | $820,362 | $504,522,684 | — | $504,522,684 |
| 35 | AEGIS WEALTH MANAGEMENT LLC | $1,106,470 | $521,147,281 | — | $521,147,281 |
| 36 | THE FAMILY FIRM, INC. | $602,818 | $600,908,630 | $703,680 | $601,612,310 |
| 37 | FINANCIAL SERVICES ADVISORY | $354,156 | $645,980,603 | — | $645,980,603 |
| 38 | BURT WEALTH ADVISORS | $576,562 | $648,055,923 | — | $648,055,923 |
| 39 | HORAN CAPITAL MANAGEMENT,LLC | $527,234 | $723,364,700 | — | $723,364,700 |
| 40 | WBH ADVISORY, INC. | $505,078 | $762,162,904 | — | $762,162,904 |
| 41 | TUFTON CAPITAL MANAGEMENT, LLC | $986,174 | $763,299,000 | — | $763,299,000 |
| 42 | PENNINGTON PARTNERS & CO., LLC | $2,454,208 | $354,622,393 | $420,907,488 | $775,529,881 |
| 43 | SARGENT INVESTMENT GROUP | $1,018,117 | $469,176,000 | $502,108,000 | $971,284,000 |
| 44 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | $1,494,855 | $983,312,543 | $28,704,037 | $1,012,016,580 |
| 45 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,202,920 | $1,066,989,964 | — | $1,066,989,964 |
| 46 | TRUMBOWER FINANCIAL ADVISORS LLC | $1,646,993 | $175,341,412 | $1,104,372,160 | $1,279,713,572 |
| 47 | CORNERSTONE ADVISORY | $675,541 | $1,320,420,737 | $11,746,671 | $1,332,167,408 |
| 48 | MARYLAND CAPITAL MANAGEMENT, LLC | $773,082 | $1,372,030,100 | $10,239,900 | $1,382,270,000 |
| 49 | VERDENCE CAPITAL ADVISORS, LLC | $530,649 | $2,072,183,805 | — | $2,072,183,805 |
| 50 | PINNACLE ADVISORY GROUP, INC. | $365,738 | $2,135,909,312 | — | $2,135,909,312 |
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 Sabrina Straub.
*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.
