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
1Anchor Capital Advisors LLC$337,632$3,427,444,526$5,340,855,512$8,768,300,038
2Appleton Partners,Inc.$1,489,696$8,279,729,129$0$8,279,729,129
3Boston Private Wealth$1,072,723$6,343,034,869$399,027,966$6,742,062,835
4Ballentine Partners$1,682,109$3,155,533,905$3,241,528,496$6,397,062,401
5Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,188,992$5,956,507,415$196,747,827$6,153,255,242
6Athena Capital Advisors$11,673,605$4,884,524,147$613,743,644$5,498,267,791
7The Colony Group, LLC$792,637$4,169,877,786$1,048,845,500$5,218,723,286
8Adviser Investments$459,057$4,651,250,142$71,071,057$4,722,321,199
9Welch & Forbes$1,610,820$3,958,753,122$285,757,816$4,244,510,938
10The Bollard Group$7,238,441$3,821,742,628$50,823,423$3,872,566,051
11Ropes Wealth Advisors$1,337,913$2,896,339,465$163,467,845$3,059,807,310
12Seaward Management$1,641,237$2,514,374,781$0$2,514,374,781
13Twin Focus Capital Partners$27,544,718$1,957,568,303$163,374,996$2,120,943,299
14Boston Financial Management LLC$964,749$1,890,500,989$54,432,548$1,944,933,537
15Rinet Company$1,393,793$1,653,069,339$128,198,201$1,781,267,540
16Aureus Asset Management$4,187,192$830,000,000$870,000,000$1,700,000,000
17Beaumont Financial Partners$592,090$1,254,335,115$439,633,419$1,693,968,534
18New England Private Wealth Advisors$683,484$1,076,210,035$476,665,943$1,552,875,978
19Argent Wealth Management$789,501$1,145,401,792$389,389,001$1,534,790,793
20Windrose Advisors$56,226,074$230,636,842$1,287,467,151$1,518,103,993
21F.L.Putnam Investment Management Co.$977,462$1,460,502,733$1,780,398$1,462,283,131
22Reynders, McVeigh Capital Management$1,008,998$1,337,241,845$69,300,721$1,406,542,566
23Birch Hill Investment Advisors LLC$1,375,071$1,402,449,193$1,497,811$1,403,947,004
24Northeast Investment Management Inc$1,110,066$1,353,914,512$25,897,875$1,379,812,387
25North American Management Corp$1,351,602$1,198,426,649$178,855,384$1,377,282,033
26Congress Wealth Management$708,564$1,339,359,022$9,038,407$1,348,397,429
27Foster Dykema Cabot & Co Inc$2,083,642$1,212,829,382$16,519,386$1,229,348,768
28Heritage Financial Services$322,266$1,164,347,091$0$1,164,347,091
29Daintree Advisors$927,961$1,023,900,000$18,200,000$1,042,100,000
30MG Financial$6,319,231$828,864,602$81,104,593$909,969,195
31Atlas Private Wealth Management, LLC$259,753$900,304,239$0$900,304,239
32TFC Financial Management Inc$853,326$848,974,496$1,791,786$850,766,282
33American Investment Services Inc$682,937$828,334,802$5,531,266$833,866,068
34Lexington Wealth Management, Inc.$474,080$641,220,000$95,500,000$736,720,000
35Fiduciary Wealth Partners, LLC$4,541,826$696,693,209$16,373,462$713,066,671
36East Coast Asset Management$652,509$516,423,618$136,737,641$653,161,259
37Barry Investment Advisors, LLC$461,270$519,192,645$123,356,309$642,548,954
38Cabot Wealth Management$364,535$561,019,768$0$561,019,768
39Ferris Capital$798,795$446,036,758$91,552,254$537,589,012
40Wingate Wealth Advisors, Inc.$287,303$406,264,565$128,693,730$534,958,295
41Boston Hill Advisors$234,947$517,155,460$11,241,200$528,396,660
42Aequitas Investment Advisors, LLC$599,045$0$521,169,372$521,169,372
43O'Brien Wealth Partners LLC$349,633$508,715,814$0$508,715,814
44New England Investment & Retirement Group, Inc.$295,463$443,738,726$54,412,239$498,150,965
45Montis Financial, LLC$437,612$494,939,169$0$494,939,169
46Pinney & Scofield, Inc.$459,192$480,314,357$0$480,314,357
47Contravisory Investment Management, Inc.$888,169$335,875,018$127,749,183$463,624,201
48Excalibur Management Corp$769,013$378,354,248$0$378,354,248
49Berkshire Money Management, Inc.$859,267$377,218,427$0$377,218,427
50Timber Creek Capital Management$1,641,162$370,902,704$0$370,902,704
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Showing 1 to 50 of 108 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 1,937 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.

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