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
1Symmetry Partners$176,644$3,948,000,000$0$3,948,000,000
2Chilton Investment Services$2,444,679$3,768,672,000$23,025,000$3,791,697,000
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
8Diastole Wealth Management$651,457$192,026,993$549,982,391$742,009,384
9HFM Wealth Management$4,300,350$649,795,002$25,359,978$675,154,980
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
12HTG Investment Advisors Inc$408,512$478,776,000$0$478,776,000
13Apella Capital$249,420$430,000,000$0$430,000,000
14Baxter Investment Management$580,400$422,531,177$0$422,531,177
15Fairfield, Bush & Co.$1,294,552$342,412,824$74,433,054$416,845,878
16New England Guild Wealth Advisors, Inc.$1,452,704$345,354,648$388,998$345,743,646
17Gilman Hill Asset Management$816,542$306,203,269$0$306,203,269
18Bourgeon Capital Management LLC$928,618$261,600,000$20,700,000$282,300,000
19Regent Wealth Management Group$472,663$275,390,303$3,008,303$278,398,606
20Mullaney Keating & Wright Inc$538,738$271,883,606$1,256,720$273,140,326
21Mark Sheptoff Financial Planning$284,175$263,146,499$0$263,146,499
22Conifer Investments Ltd$12,270,829$31,110,856$214,305,728$245,416,584
23Wooster Corthell Wealth Management, Inc.$334,219$237,295,149$0$237,295,149
24Oak Financial Group Inc$309,483$221,246,748$652,610$221,899,358
25Charter Research & Investment Group Inc$524,708$195,715,916$0$195,715,916
26Monte Financial Group$830,041$176,944,631$11,474,654$188,419,285
27Pinnacle Investment Management Inc$255,032$172,249,098$10,353,902$182,603,000
28Benemark, Inc$607,344$0$162,160,932$162,160,932
29Sagebroadview Financial Planning, LLC$376,700$161,981,133$0$161,981,133
30Drum Hill Capital$809,330$126,743,797$31,884,845$158,628,642
31Scholtz & Co$681,490$149,246,322$0$149,246,322
32Lake Partners,Inc.$3,243,668$145,959,570$5,471$145,965,041
33Jeffrey N. Mehler, CFP$134,088$82,304,756$54,464,691$136,769,447
34Nauset Wealth Management, LLC$322,192$136,287,138$0$136,287,138
35John A. Bysko Associates$635,649$135,393,308$0$135,393,308
36Briggs Wealth Management, Inc.$261,199$89,424,172$45,615,893$135,040,065
37Sightline Wealth Advisors, LLC$552,354$61,018,262$65,470,893$126,489,155
38Raylign Advisory$1,853,832$123,914,629$292,085$124,206,714
39Asset Strategies, Inc.$984,114$123,014,206$0$123,014,206
40Personal Business Management Group Ltd$933,139$113,843,000$0$113,843,000
41CTMA Wealth Management$334,704$111,121,808$0$111,121,808
42Spoor, T. Richard$1,492,110$61,773,349$41,182,232$102,955,581

Showing 1 to 42 of 42 entries

Page 1

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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.