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 | FACET WEALTH, INC | $88,294 | $1,189,409,133 | — | $1,189,409,133 |
| 2 | FINANCIAL CONSULATE | $214,036 | $651,370,241 | $8,929,503 | $660,299,744 |
| 3 | OLIVER WEALTH MANAGEMENT | $229,506 | $292,390,829 | — | $292,390,829 |
| 4 | BRIDGEMARK WEALTH MANAGEMENT | $233,217 | $152,524,182 | — | $152,524,182 |
| 5 | PKS INVESTMENT ADVISORS LLC | $235,651 | $203,928,204 | $3,208,795 | $207,136,999 |
| 6 | CHESAPEAKE FINANCIAL ADVISORS | $247,407 | $266,849,084 | $4,804,011 | $271,653,095 |
| 7 | BUTTONWOOD FINANCIAL ADVISORS, INC. | $255,692 | $156,891,518 | $12,376,770 | $169,268,288 |
| 8 | DIVERGENT PLANNING | $283,969 | $200,198,469 | — | $200,198,469 |
| 9 | MACROVIEW INVESTMENT MANAGEMENT LLC | $309,470 | $145,760,182 | — | $145,760,182 |
| 10 | LOWE WEALTH ADVISORS, LLC | $312,648 | $392,290,874 | $9,773,864 | $402,064,738 |
| 11 | WPG FINANCIAL GROUP, LLC | $321,244 | $215,089,281 | $54,434,701 | $269,523,982 |
| 12 | RCS FINANCIAL PLANNING, LLC | $362,813 | $184,672,011 | — | $184,672,011 |
| 13 | WAYPOINT WEALTH MANAGEMENT | $376,548 | $191,286,596 | — | $191,286,596 |
| 14 | 1 NORTH WEALTH SERVICES, LLC | $379,841 | $264,369,164 | — | $264,369,164 |
| 15 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 16 | CARMICHAEL HILL & ASSOCIATES INC | $391,904 | $303,333,592 | — | $303,333,592 |
| 17 | FINANCIAL SERVICES ADVISORY | $395,726 | $842,896,540 | — | $842,896,540 |
| 18 | IVY LEAGUE FINANCIAL ADVISORS LLC | $416,324 | $134,472,785 | — | $134,472,785 |
| 19 | KENDALL CAPITAL MANAGEMENT | $423,253 | $479,545,821 | — | $479,545,821 |
| 20 | THE JUNK INVESTMENT GROUP | $450,438 | — | $490,977,691 | $490,977,691 |
| 21 | WEALTHPLANS, LLC | $454,392 | $138,766,405 | $28,449,695 | $167,216,100 |
| 22 | MARKS WEALTH MANAGEMENT | $455,729 | $325,000,000 | $25,000,000 | $350,000,000 |
| 23 | RETIREMENT MANAGEMENT SYSTEMS | $456,204 | $1,612,679,618 | — | $1,612,679,618 |
| 24 | FAI WEALTH MANAGEMENT | $485,695 | $318,130,095 | — | $318,130,095 |
| 25 | FOUNDRY WEALTH ADVISORS, LLC | $491,455 | $121,389,412 | — | $121,389,412 |
| 26 | INTERVEST LTD | $519,809 | $108,914,125 | $57,424,649 | $166,338,774 |
| 27 | HWA FINANCIAL GROUP | $520,351 | $222,710,159 | — | $222,710,159 |
| 28 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $539,385 | $332,800,454 | — | $332,800,454 |
| 29 | MY WEALTH MANAGEMENT, INC | $540,909 | $150,000,000 | $4,700,000 | $154,700,000 |
| 30 | BAY POINT WEALTH | $547,194 | $697,982,418 | $784,908 | $698,767,326 |
| 31 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 32 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | $581,574 | $1,497,259,644 | $63,102,597 | $1,560,362,241 |
| 33 | VERDENCE CAPITAL ADVISORS, LLC | $592,438 | $2,837,780,043 | — | $2,837,780,043 |
| 34 | COURT PLACE ADVISORS LLC | $633,363 | $446,193,083 | $1,594,550 | $447,787,633 |
| 35 | WBH ADVISORY, INC. | $639,354 | $1,295,331,000 | — | $1,295,331,000 |
| 36 | FBB CAPITAL PARTNERS | $648,707 | $1,806,000,000 | — | $1,806,000,000 |
| 37 | LGG FINANCIAL | $651,463 | $463,508,312 | $10,756,923 | $474,265,235 |
| 38 | GGM WEALTH ADVISORS | $678,727 | $430,951,820 | $27,867,314 | $458,819,134 |
| 39 | BURT WEALTH ADVISORS | $708,587 | $834,006,617 | — | $834,006,617 |
| 40 | THE FAMILY FIRM, INC. | $763,382 | $756,840,739 | $1,960,950 | $758,801,689 |
| 41 | MBI LLC | $770,910 | $304,232,398 | $20,320,715 | $324,553,113 |
| 42 | THE KELLY GROUP | $786,854 | $744,363,798 | — | $744,363,798 |
| 43 | VSM WEALTH ADVISORY, LLC | $906,508 | $441,469,414 | — | $441,469,414 |
| 44 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 45 | MARYLAND CAPITAL MANAGEMENT, LLC | $915,702 | $2,446,287,418 | $6,879,283 | $2,453,166,701 |
| 46 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 47 | GLASSY MOUNTAIN ADVISORS, INC. | $1,001,752 | $236,413,515 | — | $236,413,515 |
| 48 | MARATHON CAPITAL MANAGEMENT | $1,082,866 | $699,531,308 | — | $699,531,308 |
| 49 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 50 | NEW POTOMAC PARTNERS LLC | $1,218,002 | $187,314,944 | $14,873,336 | $202,188,280 |
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.
