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

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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