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 | WMS Partners, LLC | $7,206,586 | $3,130,551,967 | $1,243,845,713 | $4,374,397,680 |
| 2 | A.G. Campbell Advisory, LLC | $4,932,177 | $77,874,581 | $257,513,465 | $335,388,046 |
| 3 | Pennington Partners & Co., LLC | $2,483,347 | $503,846,698 | $606,209,607 | $1,110,056,305 |
| 4 | Heritage Investors Management Corp | $2,419,977 | $3,072,409,103 | $10,641,652 | $3,083,050,755 |
| 5 | L. K. Benson & Company, P.C. | $2,380,724 | $190,457,934 | — | $190,457,934 |
| 6 | The Ellerson Group Inc | $2,155,427 | $191,467,554 | $2,520,879 | $193,988,433 |
| 7 | Tred Avon Family Wealth, LLC | $2,047,844 | $72,000 | $274,339,078 | $274,411,078 |
| 8 | Trumbower Financial Advisors LLC | $1,680,912 | $157,530,189 | $1,193,922,835 | $1,351,453,024 |
| 9 | New Potomac Partners LLC | $1,521,137 | $166,438,021 | $13,056,102 | $179,494,123 |
| 10 | GELLER & LEHMANN, LLC | $1,482,845 | — | $155,698,710 | $155,698,710 |
| 11 | Aegis Wealth Management LLC | $1,466,103 | $637,754,732 | — | $637,754,732 |
| 12 | Ferguson-Johnson Wealth Management, Inc. | $1,362,284 | $226,696,987 | $6,253,653 | $232,950,640 |
| 13 | Brightside Advisory Partners, LLC | $1,281,201 | $344,643,090 | — | $344,643,090 |
| 14 | And Wealth Partners, LLC | $1,257,567 | $132,780,696 | $162,747,576 | $295,528,272 |
| 15 | Edgemoor Investment Advisors, Inc. | $1,201,222 | $1,101,520,202 | — | $1,101,520,202 |
| 16 | Court Place Advisors LLC | $1,193,006 | $380,843,144 | $918,738 | $381,761,882 |
| 17 | Cornerstone Advisory, LLC | $1,138,062 | $1,429,405,386 | — | $1,429,405,386 |
| 18 | Tufton Capital Management, LLC | $1,055,676 | $831,873,000 | — | $831,873,000 |
| 19 | Sargent Investment Group, LLC | $1,022,489 | $657,863,000 | $437,223,000 | $1,095,086,000 |
| 20 | Marathon Capital Management LLC | $965,092 | $591,601,523 | — | $591,601,523 |
| 21 | Black Diamond Financial, LLC | $908,111 | $428,221,870 | $60,341,918 | $488,563,788 |
| 22 | Maryland Capital Management, LLC | $872,841 | $1,941,082,275 | $5,353,094 | $1,946,435,369 |
| 23 | Warner Financial, Inc | $797,839 | $496,551,768 | $18,054,463 | $514,606,231 |
| 24 | Garnet Group LLC | $757,281 | $143,126,160 | — | $143,126,160 |
| 25 | May Barnhard Investments LLC, D/B/A Mbi LLC | $695,799 | $251,285,585 | $16,597,030 | $267,882,615 |
| 26 | Grant/Grossmendelsohn, LLC | $692,537 | $397,628,897 | $27,588,957 | $425,217,854 |
| 27 | The Luts & Greenleigh Group, Inc. | $675,694 | $383,635,530 | $42,727,480 | $426,363,010 |
| 28 | The Family Firm, Inc. | $675,566 | $669,485,979 | — | $669,485,979 |
| 29 | Burt Associates, Incorporated | $645,359 | $702,796,467 | — | $702,796,467 |
| 30 | Verdence Capital Advisors, LLC | $602,297 | $2,472,428,702 | — | $2,472,428,702 |
| 31 | Fulton Breakefield Broenniman,LLC | $579,012 | $1,418,000,000 | — | $1,418,000,000 |
| 32 | WBH Advisory, Inc. | $572,568 | $856,562,066 | — | $856,562,066 |
| 33 | Foundry Wealth Advisors, LLC | $544,749 | $100,642,281 | $7,762,671 | $108,404,952 |
| 34 | Bontempo Ohly Capital Management, LLC | $532,399 | $298,143,236 | — | $298,143,236 |
| 35 | HORAN CAPITAL MANAGEMENT,LLC | $527,234 | $723,364,700 | — | $723,364,700 |
| 36 | Baltimore-Washington Financial Advisors, Inc. | $524,704 | $1,205,884,388 | $32,417,924 | $1,238,302,312 |
| 37 | Annapolis Financial Services, LLC | $521,313 | $536,819,568 | $654,350 | $537,473,918 |
| 38 | Intervest Ltd | $509,948 | $107,327,794 | $57,385,348 | $164,713,142 |
| 39 | AFS Financial Group, LLC | $502,990 | $410,942,482 | — | $410,942,482 |
| 40 | Huber, Weakland & Associates, Inc. | $497,368 | $188,999,935 | — | $188,999,935 |
| 41 | My Wealth Management, Inc. | $478,937 | $125,421,000 | $2,934,000 | $128,355,000 |
| 42 | Financial Advantage Inc | $470,353 | $297,733,364 | — | $297,733,364 |
| 43 | Wealthplans, LLC | $462,426 | $105,433,025 | — | $105,433,025 |
| 44 | Retirement Management Systems, Inc. | $454,903 | $1,370,621,789 | — | $1,370,621,789 |
| 45 | Marks Wealth, LLC | $450,704 | $298,000,000 | $22,000,000 | $320,000,000 |
| 46 | The Junk Investment Group, LLC | $424,146 | — | $422,025,480 | $422,025,480 |
| 47 | Pinnacle Advisory Group, Inc. | $403,691 | $2,317,996,134 | — | $2,317,996,134 |
| 48 | 1 North Wealth Services, LLC | $372,067 | $245,564,288 | — | $245,564,288 |
| 49 | Ivy League Financial Advisors LLC | $358,343 | $125,061,537 | — | $125,061,537 |
| 50 | Kendall Capital Management | $355,732 | $357,865,904 | — | $357,865,904 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.
Database last updated on July 2021.
