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 | EXPERIENTIAL WEALTH, INC. | $8,327,739 | $170,656,000 | $20,882,000 | $191,538,000 |
| 3 | A.G. CAMPBELL ADVISORY, LLC | $6,252,587 | $90,268,792 | $328,654,505 | $418,923,297 |
| 4 | PARKRIDGE|JCAM | $5,491,469 | $163,090,681 | $34,602,200 | $197,692,881 |
| 5 | PENNINGTON PARTNERS & CO., LLC | $3,918,686 | $446,515,819 | $1,289,462,233 | $1,735,978,052 |
| 6 | LYNX INVESTMENT ADVISORY, LLC | $3,759,132 | $233,002,897 | $834,590,531 | $1,067,593,428 |
| 7 | TRED AVON FAMILY WEALTH, LLC | $3,564,193 | $9,498,175 | $289,894,031 | $299,392,206 |
| 8 | L. K. BENSON & COMPANY, P.C. | $2,922,257 | $230,663,451 | $6,039,381 | $236,702,832 |
| 9 | HERITAGE INVESTORS MANAGEMENT CORP | $2,694,427 | $3,604,146,912 | $11,774,530 | $3,615,921,442 |
| 10 | TUFTON CAPITAL MANAGEMENT, LLC | $2,559,537 | $957,267,000 | — | $957,267,000 |
| 11 | THE ELLERSON GROUP INC | $2,206,476 | $218,023,179 | $2,624,423 | $220,647,602 |
| 12 | BRIGHTSIDE PARTNERS | $2,134,423 | $375,392,228 | $316,160,801 | $691,553,029 |
| 13 | TRUMBOWER FINANCIAL ADVISORS LLC | $1,910,888 | $117,867,868 | $1,529,317,775 | $1,647,185,643 |
| 14 | PRIME INVESTMENT ADVISORS | $1,731,034 | $138,200,000 | $12,400,000 | $150,600,000 |
| 15 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,595,161 | $1,150,111,173 | — | $1,150,111,173 |
| 16 | &WEALTH PARTNERS | $1,498,309 | $151,670,997 | $182,451,992 | $334,122,989 |
| 17 | LAFAYETTE INVESTMENTS, INC. | $1,443,531 | $783,837,272 | — | $783,837,272 |
| 18 | CORNERSTONE ADVISORY | $1,392,988 | $1,702,231,855 | — | $1,702,231,855 |
| 19 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 20 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | $1,322,297 | $225,436,420 | $7,287,881 | $232,724,301 |
| 21 | NEW POTOMAC PARTNERS LLC | $1,218,002 | $187,314,944 | $14,873,336 | $202,188,280 |
| 22 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 23 | MARATHON CAPITAL MANAGEMENT | $1,082,866 | $699,531,308 | — | $699,531,308 |
| 24 | GLASSY MOUNTAIN ADVISORS, INC. | $1,001,752 | $236,413,515 | — | $236,413,515 |
| 25 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 26 | MARYLAND CAPITAL MANAGEMENT, LLC | $915,702 | $2,446,287,418 | $6,879,283 | $2,453,166,701 |
| 27 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 28 | VSM WEALTH ADVISORY, LLC | $906,508 | $441,469,414 | — | $441,469,414 |
| 29 | THE KELLY GROUP | $786,854 | $744,363,798 | — | $744,363,798 |
| 30 | MBI LLC | $770,910 | $304,232,398 | $20,320,715 | $324,553,113 |
| 31 | THE FAMILY FIRM, INC. | $763,382 | $756,840,739 | $1,960,950 | $758,801,689 |
| 32 | BURT WEALTH ADVISORS | $708,587 | $834,006,617 | — | $834,006,617 |
| 33 | GGM WEALTH ADVISORS | $678,727 | $430,951,820 | $27,867,314 | $458,819,134 |
| 34 | LGG FINANCIAL | $651,463 | $463,508,312 | $10,756,923 | $474,265,235 |
| 35 | FBB CAPITAL PARTNERS | $648,707 | $1,806,000,000 | — | $1,806,000,000 |
| 36 | WBH ADVISORY, INC. | $639,354 | $1,295,331,000 | — | $1,295,331,000 |
| 37 | COURT PLACE ADVISORS LLC | $633,363 | $446,193,083 | $1,594,550 | $447,787,633 |
| 38 | VERDENCE CAPITAL ADVISORS, LLC | $592,438 | $2,837,780,043 | — | $2,837,780,043 |
| 39 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | $581,574 | $1,497,259,644 | $63,102,597 | $1,560,362,241 |
| 40 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 41 | BAY POINT WEALTH | $547,194 | $697,982,418 | $784,908 | $698,767,326 |
| 42 | MY WEALTH MANAGEMENT, INC | $540,909 | $150,000,000 | $4,700,000 | $154,700,000 |
| 43 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $539,385 | $332,800,454 | — | $332,800,454 |
| 44 | HWA FINANCIAL GROUP | $520,351 | $222,710,159 | — | $222,710,159 |
| 45 | INTERVEST LTD | $519,809 | $108,914,125 | $57,424,649 | $166,338,774 |
| 46 | FOUNDRY WEALTH ADVISORS, LLC | $491,455 | $121,389,412 | — | $121,389,412 |
| 47 | FAI WEALTH MANAGEMENT | $485,695 | $318,130,095 | — | $318,130,095 |
| 48 | RETIREMENT MANAGEMENT SYSTEMS | $456,204 | $1,612,679,618 | — | $1,612,679,618 |
| 49 | MARKS WEALTH MANAGEMENT | $455,729 | $325,000,000 | $25,000,000 | $350,000,000 |
| 50 | WEALTHPLANS, LLC | $454,392 | $138,766,405 | $28,449,695 | $167,216,100 |
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.
