RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      1TRUMBOWER FINANCIAL ADVISORS LLC$1,910,888$117,867,868$1,529,317,775$1,647,185,643
      2LYNX INVESTMENT ADVISORY, LLC$3,759,132$233,002,897$834,590,531$1,067,593,428
      3BRIGHTSIDE PARTNERS$2,134,423$375,392,228$316,160,801$691,553,029
      4PENNINGTON PARTNERS & CO., LLC$3,918,686$446,515,819$1,289,462,233$1,735,978,052
      5BLACK DIAMOND FINANCIAL, LLC$949,190$481,004,570$70,474,985$551,479,555
      6AFS FINANCIAL GROUP, LLC$571,348$505,643,018—$505,643,018
      7WARNER FINANCIAL, INC$911,991$589,504,979$13,321,173$602,826,152
      8FINANCIAL CONSULATE$214,036$651,370,241$8,929,503$660,299,744
      9AEGIS WEALTH$1,376,784$657,693,568$1,786,007$659,479,575
      10BAY POINT WEALTH$547,194$697,982,418$784,908$698,767,326
      11MARATHON CAPITAL MANAGEMENT$1,082,866$699,531,308—$699,531,308
      12THE KELLY GROUP$786,854$744,363,798—$744,363,798
      13THE FAMILY FIRM, INC.$763,382$756,840,739$1,960,950$758,801,689
      14SARGENT INVESTMENT GROUP$1,139,969$761,782,481$440,884,411$1,202,666,892
      15LAFAYETTE INVESTMENTS, INC.$1,443,531$783,837,272—$783,837,272
      16BURT WEALTH ADVISORS$708,587$834,006,617—$834,006,617
      17FINANCIAL SERVICES ADVISORY$395,726$842,896,540—$842,896,540
      18TUFTON CAPITAL MANAGEMENT, LLC$2,559,537$957,267,000—$957,267,000
      19EDGEMOOR INVESTMENT ADVISORS, INC.$1,595,161$1,150,111,173—$1,150,111,173
      20FACET WEALTH, INC$88,294$1,189,409,133—$1,189,409,133
      21WBH ADVISORY, INC.$639,354$1,295,331,000—$1,295,331,000
      22BALTIMORE-WASHINGTON FINANCIAL ADVISORS$581,574$1,497,259,644$63,102,597$1,560,362,241
      23RETIREMENT MANAGEMENT SYSTEMS$456,204$1,612,679,618—$1,612,679,618
      24CORNERSTONE ADVISORY$1,392,988$1,702,231,855—$1,702,231,855
      25FBB CAPITAL PARTNERS$648,707$1,806,000,000—$1,806,000,000
      26MARYLAND CAPITAL MANAGEMENT, LLC$915,702$2,446,287,418$6,879,283$2,453,166,701
      27VERDENCE CAPITAL ADVISORS, LLC$592,438$2,837,780,043—$2,837,780,043
      28HERITAGE INVESTORS MANAGEMENT CORP$2,694,427$3,604,146,912$11,774,530$3,615,921,442
      29WMS PARTNERS, LLC$8,756,559$4,054,748,803$1,619,501,586$5,674,250,389

      Showing 1 to 29 of 29 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.