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
11 North Wealth Services, LLC$372,067$245,564,288$245,564,288
2A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
3Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
4AFS Financial Group, LLC$502,990$410,942,482$410,942,482
5And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
6Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
7Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
8Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
9Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
10Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
11Burt Associates, Incorporated$645,359$702,796,467$702,796,467
12Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
13Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
14Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
15Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
16Divergent Planning, LLC$234,421$155,655,762$155,655,762
17Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
18Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
19Financial Advantage Inc$470,353$297,733,364$297,733,364
20Financial Services Advisory Inc$351,676$726,914,646$726,914,646
21Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
22Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
23Garnet Group LLC$757,281$143,126,160$143,126,160
24Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
25GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
26Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
27Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
28HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
29Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
30Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
31Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
32Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
33Kendall Capital Management$355,732$357,865,904$357,865,904
34L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
35LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
36Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
37Macroview Investment Management LLC$305,907$137,352,200$137,352,200
38Marathon Capital Management LLC$965,092$591,601,523$591,601,523
39Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
40Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
41May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
42My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
43New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
44Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
45Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
46RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
47Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
48Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
49The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
50The Family Firm, Inc.$675,566$669,485,979$669,485,979
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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 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.