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
2A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
3Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
4Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
5L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
6The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
7Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
8Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
9New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
10GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
11Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
12Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
13Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
14And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
15Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
16Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
17Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
18Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
19Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
20Marathon Capital Management LLC$965,092$591,601,523$591,601,523
21Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
22Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
23Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
24Garnet Group LLC$757,281$143,126,160$143,126,160
25May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
26Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
27The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
28The Family Firm, Inc.$675,566$669,485,979$669,485,979
29Burt Associates, Incorporated$645,359$702,796,467$702,796,467
30Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
31Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
32WBH Advisory, Inc.$572,568$856,562,066$856,562,066
33Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
34Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
35HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
36Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
37Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
38Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
39AFS Financial Group, LLC$502,990$410,942,482$410,942,482
40Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
41My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
42Financial Advantage Inc$470,353$297,733,364$297,733,364
43Wealthplans, LLC$462,426$105,433,025$105,433,025
44Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
45Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
46The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
47Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
481 North Wealth Services, LLC$372,067$245,564,288$245,564,288
49Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
50Kendall Capital Management$355,732$357,865,904$357,865,904
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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.