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
2Wealthplans, LLC$462,426$105,433,025$105,433,025
3WBH Advisory, Inc.$572,568$856,562,066$856,562,066
4Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
5Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
6Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
7Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
8Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
9Tred Avon Family Wealth, LLC$2,047,844$72,000$274,339,078$274,411,078
10Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
11The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
12The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
13The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
14The Family Firm, Inc.$675,566$669,485,979$669,485,979
15The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
16Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
17Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
18RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
19Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
20Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
21New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
22My Wealth Management, Inc.$478,937$125,421,000$2,934,000$128,355,000
23May Barnhard Investments LLC, D/B/A Mbi LLC$695,799$251,285,585$16,597,030$267,882,615
24Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
25Marks Wealth, LLC$450,704$298,000,000$22,000,000$320,000,000
26Marathon Capital Management LLC$965,092$591,601,523$591,601,523
27Macroview Investment Management LLC$305,907$137,352,200$137,352,200
28Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
29LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
30L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
31Kendall Capital Management$355,732$357,865,904$357,865,904
32Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
33Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
34Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
35Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
36HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
37Heritage Investors Management Corp$2,419,977$3,072,409,103$10,641,652$3,083,050,755
38Grant/Grossmendelsohn, LLC$692,537$397,628,897$27,588,957$425,217,854
39GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
40Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
41Garnet Group LLC$757,281$143,126,160$143,126,160
42Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
43Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
44Financial Services Advisory Inc$351,676$726,914,646$726,914,646
45Financial Advantage Inc$470,353$297,733,364$297,733,364
46Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
47Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
48Divergent Planning, LLC$234,421$155,655,762$155,655,762
49Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
50Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
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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.