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
1Chilton Investment Services$2,444,679$3,768,672,000$23,025,000$3,791,697,000
2Symmetry Partners$159,105$3,556,000,000$0$3,556,000,000
3Bradley Foster & Sargent Inc$1,050,853$3,059,254,691$59,676,912$3,118,931,603
4Northeast Financial Consultants, Inc$1,490,504$1,381,862,749$1,412,832,633$2,794,695,382
5Coastal Bridge Advisors$423,064$1,737,639,019$3,270,487$1,740,909,506
6Northcoast Asset Management LLC$276,340$1,614,144,498$66,000,000$1,680,144,498
7RZH Advisors LLC$846,982$732,874,591$13,316,912$746,191,503
8HFM Wealth Management$4,300,350$649,795,002$25,359,978$675,154,980
9Private Capital Group, LLC$379,801$648,700,066$0$648,700,066
10Eagle Ridge Investment Management LLC$1,049,474$562,416,121$49,427,328$611,843,449
11Castlekeep Investment Advisors$4,249,007$104,619,450$502,988,546$607,607,996
12Fierston Financial Group Inc$660,507$583,227,544$0$583,227,544
13HTG Investment Advisors Inc$408,512$478,776,000$0$478,776,000
14Apella Capital$249,420$430,000,000$0$430,000,000
15Baxter Investment Management$580,400$422,531,177$0$422,531,177
16Fairfield, Bush & Co.$1,294,552$342,412,824$74,433,054$416,845,878
17New England Guild Wealth Advisors, Inc.$1,452,704$345,354,648$388,998$345,743,646
18Gilman Hill Asset Management$816,542$306,203,269$0$306,203,269
19Bourgeon Capital Management LLC$928,618$261,600,000$20,700,000$282,300,000
20Regent Wealth Management Group$472,663$275,390,303$3,008,303$278,398,606
21Mark Sheptoff Financial Planning$284,175$263,146,499$0$263,146,499
22Mullaney Keating & Wright Inc$487,112$246,818,610$1,121,312$247,939,922
23Conifer Investments Ltd$12,270,829$31,110,856$214,305,728$245,416,584
24Wooster Corthell Wealth Management, Inc.$334,219$237,295,149$0$237,295,149
25Oak Financial Group Inc$309,483$221,246,748$652,610$221,899,358
26Charter Research & Investment Group Inc$524,708$195,715,916$0$195,715,916
27Monte Financial Group$830,041$176,944,631$11,474,654$188,419,285
28Pinnacle Investment Management Inc$255,032$172,249,098$10,353,902$182,603,000
29Jeffrey N. Mehler, CFP$194,697$111,820,828$53,087,272$164,908,100
30Benemark, Inc$607,344$0$162,160,932$162,160,932
31Sagebroadview Financial Planning, LLC$376,700$161,981,133$0$161,981,133
32Drum Hill Capital$809,330$126,743,797$31,884,845$158,628,642
33Scholtz & Co$681,490$149,246,322$0$149,246,322
34Lake Partners,Inc.$3,243,668$145,959,570$5,471$145,965,041
35Nauset Wealth Management, LLC$322,192$136,287,138$0$136,287,138
36John A. Bysko Associates$635,649$135,393,308$0$135,393,308
37Briggs Wealth Management, Inc.$261,199$89,424,172$45,615,893$135,040,065
38Sightline Wealth Advisors, LLC$552,354$61,018,262$65,470,893$126,489,155
39Raylign Advisory$1,853,832$123,914,629$292,085$124,206,714
40Asset Strategies, Inc.$984,114$123,014,206$0$123,014,206
41Personal Business Management Group Ltd$933,139$113,843,000$0$113,843,000
42Spoor, T. Richard$1,492,110$61,773,349$41,182,232$102,955,581

Showing 1 to 42 of 42 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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.