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
1The Junk Investment Group$282,999$246,491,709$246,491,709
2Tred Avon Family Wealth, LLC$2,146,997$2,663,050$222,771,605$225,434,655
3A.G. Campbell Advisory, LLC$3,940,162$57,303,790$190,926,437$248,230,227
4Intervest Ltd.$345,686$76,297,030$41,236,181$117,533,211
5&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
6Ivy League Financial Advisors$268,481$105,781,511$105,781,511
7Garnet Group$605,385$107,758,606$107,758,606
8Hawthorn Capital Management, LLC$2,867,442$123,300,000$123,300,000
9New Potomac Partners LLC$800,201$129,391,299$8,243,280$137,634,579
10The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
11Wms Partners, Llc$1,663,479$141,387,044$209,607,031$350,994,075
12MBI, LLC$627,907$175,000,000$14,000,000$189,000,000
13Caplan Financial Group$175,979$176,380,936$1,709,762$178,090,698
14Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
15Trumbower Financial Advisors$1,483,098$215,934,861$955,712,415$1,171,647,276
16Benson L K & Co PC$3,205,201$235,221,486$85,298,653$320,520,139
17Bontempo Ohly Capital Management$433,510$245,800,000$245,800,000
18Black Diamond Financial, LLC$927,550$271,867,668$36,078,775$307,946,443
19Sargent Investment Group, LLC$875,956$276,378,000$476,068,000$752,446,000
20FAI Wealth Management$408,677$328,576,325$328,576,325
21Warner Financial, Inc$609,486$344,474,155$16,951,250$361,425,405
22Pennington Partners & Co., LLC$14,463,360$350,748,636$314,565,942$665,314,578
23The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
24Aegis Wealth Management$1,154,681$521,915,587$521,915,587
25Burt Wealth Advisors$552,233$594,754,580$594,754,580
26WBH Advisory, Inc.$413,658$637,860,049$637,860,049
27Baltimore-Washington Financial Advisors$1,193,980$705,372,498$15,791,407$721,163,905
28Edgemoor Investment Advisors$1,023,751$871,212,281$871,212,281
29Maryland Capital Management$653,559$1,038,008,149$8,992,985$1,047,001,134
30Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
31WMS Partners$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880

Showing 1 to 31 of 31 entries

Page 1

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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.