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
1FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
2DIVERGENT PLANNING$198,872$129,664,398$129,664,398
3CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
4BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
5GEIER ASSET MANAGEMENT INC$253,225$316,666,000$15,312,000$331,978,000
6LOWE WEALTH ADVISORS, LLC$274,888$318,209,843$8,632,250$326,842,093
7LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
8CARMICHAEL HILL & ASSOCIATES INC$289,035$224,580,365$224,580,365
9RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
10INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
11AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
12KENDALL CAPITAL MANAGEMENT$318,744$296,113,158$296,113,158
13IVY LEAGUE FINANCIAL ADVISORS LLC$320,207$113,032,924$113,032,924
141 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
15FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
16THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
17PINNACLE ADVISORY GROUP, INC.$365,738$2,135,909,312$2,135,909,312
18INTERVEST LTD$418,123$86,490,192$52,744,711$139,234,903
19MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
20HWA FINANCIAL GROUP$457,807$166,183,894$166,183,894
21FAI WEALTH MANAGEMENT$466,755$389,274,037$389,274,037
22BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
23WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
24HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
25VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
26BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
27THE FAMILY FIRM, INC.$602,818$600,908,630$703,680$601,612,310
28GARNET GROUP LLC$666,510$114,639,707$114,639,707
29CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
30LGG FINANCIAL$708,310$369,072,378$36,789,402$405,861,780
31WARNER FINANCIAL, INC$736,891$438,724,993$13,725,891$452,450,884
32MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
33MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
34BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
35TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
36SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
37FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
38COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
39AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
40&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
41EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
42BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
43GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
44BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
45TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
46THE ELLERSON GROUP INC$1,854,348$166,012,147$879,136$166,891,283
47BENSON L K & CO P C$2,191,941$164,395,597$164,395,597
48HERITAGE INVESTORS MANAGEMENT CORP$2,217,521$2,776,690,355$15,169,163$2,791,859,518
49PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
50TRED AVON FAMILY WEALTH, LLC$3,491,567$1,478,883$333,711,546$335,190,429
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Showing 1 to 50 of 52 entries

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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.