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

Showing 1 to 31 of 31 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 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.

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