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 | WMS PARTNERS, LLC | $8,756,559 | $4,054,748,803 | $1,619,501,586 | $5,674,250,389 |
| 2 | VERDENCE CAPITAL ADVISORS, LLC | $592,438 | $2,837,780,043 | — | $2,837,780,043 |
| 3 | RETIREMENT MANAGEMENT SYSTEMS | $456,204 | $1,612,679,618 | — | $1,612,679,618 |
| 4 | FACET WEALTH, INC | $88,294 | $1,189,409,133 | — | $1,189,409,133 |
| 5 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,595,161 | $1,150,111,173 | — | $1,150,111,173 |
| 6 | LAFAYETTE INVESTMENTS, INC. | $1,443,531 | $783,837,272 | — | $783,837,272 |
| 7 | MARATHON CAPITAL MANAGEMENT | $1,082,866 | $699,531,308 | — | $699,531,308 |
| 8 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 9 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 10 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 11 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 12 | THE JUNK INVESTMENT GROUP | $450,438 | — | $490,977,691 | $490,977,691 |
| 13 | KENDALL CAPITAL MANAGEMENT | $423,253 | $479,545,821 | — | $479,545,821 |
| 14 | LGG FINANCIAL | $651,463 | $463,508,312 | $10,756,923 | $474,265,235 |
| 15 | GGM WEALTH ADVISORS | $678,727 | $430,951,820 | $27,867,314 | $458,819,134 |
| 16 | VSM WEALTH ADVISORY, LLC | $906,508 | $441,469,414 | — | $441,469,414 |
| 17 | A.G. CAMPBELL ADVISORY, LLC | $6,252,587 | $90,268,792 | $328,654,505 | $418,923,297 |
| 18 | LOWE WEALTH ADVISORS, LLC | $312,648 | $392,290,874 | $9,773,864 | $402,064,738 |
| 19 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $539,385 | $332,800,454 | — | $332,800,454 |
| 20 | MBI LLC | $770,910 | $304,232,398 | $20,320,715 | $324,553,113 |
| 21 | FAI WEALTH MANAGEMENT | $485,695 | $318,130,095 | — | $318,130,095 |
| 22 | CARMICHAEL HILL & ASSOCIATES INC | $391,904 | $303,333,592 | — | $303,333,592 |
| 23 | TRED AVON FAMILY WEALTH, LLC | $3,564,193 | $9,498,175 | $289,894,031 | $299,392,206 |
| 24 | OLIVER WEALTH MANAGEMENT | $229,506 | $292,390,829 | — | $292,390,829 |
| 25 | WPG FINANCIAL GROUP, LLC | $321,244 | $215,089,281 | $54,434,701 | $269,523,982 |
| 26 | 1 NORTH WEALTH SERVICES, LLC | $379,841 | $264,369,164 | — | $264,369,164 |
| 27 | L. K. BENSON & COMPANY, P.C. | $2,922,257 | $230,663,451 | $6,039,381 | $236,702,832 |
| 28 | GLASSY MOUNTAIN ADVISORS, INC. | $1,001,752 | $236,413,515 | — | $236,413,515 |
| 29 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | $1,322,297 | $225,436,420 | $7,287,881 | $232,724,301 |
| 30 | HWA FINANCIAL GROUP | $520,351 | $222,710,159 | — | $222,710,159 |
| 31 | THE ELLERSON GROUP INC | $2,206,476 | $218,023,179 | $2,624,423 | $220,647,602 |
| 32 | PKS INVESTMENT ADVISORS LLC | $235,651 | $203,928,204 | $3,208,795 | $207,136,999 |
| 33 | NEW POTOMAC PARTNERS LLC | $1,218,002 | $187,314,944 | $14,873,336 | $202,188,280 |
| 34 | DIVERGENT PLANNING | $283,969 | $200,198,469 | — | $200,198,469 |
| 35 | EXPERIENTIAL WEALTH, INC. | $8,327,739 | $170,656,000 | $20,882,000 | $191,538,000 |
| 36 | WAYPOINT WEALTH MANAGEMENT | $376,548 | $191,286,596 | — | $191,286,596 |
| 37 | RCS FINANCIAL PLANNING, LLC | $362,813 | $184,672,011 | — | $184,672,011 |
| 38 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 39 | BUTTONWOOD FINANCIAL ADVISORS, INC. | $255,692 | $156,891,518 | $12,376,770 | $169,268,288 |
| 40 | INTERVEST LTD | $519,809 | $108,914,125 | $57,424,649 | $166,338,774 |
| 41 | BRIDGEMARK WEALTH MANAGEMENT | $233,217 | $152,524,182 | — | $152,524,182 |
| 42 | PRIME INVESTMENT ADVISORS | $1,731,034 | $138,200,000 | $12,400,000 | $150,600,000 |
| 43 | MACROVIEW INVESTMENT MANAGEMENT LLC | $309,470 | $145,760,182 | — | $145,760,182 |
| 44 | IVY LEAGUE FINANCIAL ADVISORS LLC | $416,324 | $134,472,785 | — | $134,472,785 |
| 45 | FOUNDRY WEALTH ADVISORS, LLC | $491,455 | $121,389,412 | — | $121,389,412 |
Showing 1 to 45 of 45 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.
