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
1Divergent Planning$173,283$105,702,586$105,702,586
2Ivy League Financial Advisors Llc$268,481$105,781,511$105,781,511
3Garnet Group Llc$605,385$107,758,606$107,758,606
4Intervest Ltd$345,686$76,297,030$41,236,181$117,533,211
5Geller & Lehmann, Llc$971,392$117,538,452$117,538,452
6The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
7New Potomac Partners Llc$800,201$129,391,299$8,243,280$137,634,579
8Mbi Llc$627,907$175,000,000$14,000,000$189,000,000
9Bay Point Wealth Management$2,146,459$203,913,646$203,913,646
10&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
11Tred Avon Family Wealth, Llc$2,146,997$2,663,050$222,771,605$225,434,655
12Bontempo Ohly Capital Management, Llc$433,510$245,800,000$245,800,000
13The Junk Investment Group$282,999$246,491,709$246,491,709
14A.G. Campbell Advisory, Llc$3,940,162$57,303,790$190,926,437$248,230,227
15Black Diamond Financial, Llc$927,550$271,867,668$36,078,775$307,946,443
16Benson L K & Co P C$3,205,201$235,221,486$85,298,653$320,520,139
17Fai Wealth Management$408,677$328,576,325$328,576,325
18Warner Financial, Inc$609,486$344,474,155$16,951,250$361,425,405
19The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
20Aegis Wealth Management Llc$1,154,681$521,915,587$521,915,587
21Burt Wealth Advisors$552,233$594,754,580$594,754,580
22Wbh Advisory, Inc.$413,658$637,860,049$637,860,049
23Pennington Partners & Co., Llc$15,374,230$392,648,636$314,565,942$707,214,578
24Sargent Investment Group, Llc$875,956$276,378,000$476,068,000$752,446,000
25Baltimore-Washington Financial Advisors$416,664$748,014,779$17,812,965$765,827,744
26Edgemoor Investment Advisors, Inc.$1,023,751$871,212,281$871,212,281
27Maryland Capital Management, Llc$653,559$1,038,008,149$8,992,985$1,047,001,134
28Trumbower Financial Advisors Llc$1,483,098$215,934,861$955,712,415$1,171,647,276
29Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
30Wms Partners, Llc$5,944,806$2,619,858,681$1,059,976,199$3,679,834,880

Showing 1 to 30 of 30 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.

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