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
5Athena Capital Advisors$11,673,605$4,884,524,147$613,743,644$5,498,267,791
6Adviser Investments$459,057$4,651,250,142$71,071,057$4,722,321,199
7Welch & Forbes$1,610,820$3,958,753,122$285,757,816$4,244,510,938
8The Bollard Group$7,238,441$3,821,742,628$50,823,423$3,872,566,051
9Ropes Wealth Advisors$1,337,913$2,896,339,465$163,467,845$3,059,807,310
10Seaward Management$1,641,237$2,514,374,781$0$2,514,374,781
11Twin Focus Capital Partners$27,544,718$1,957,568,303$163,374,996$2,120,943,299
12Boston Financial Management LLC$964,749$1,890,500,989$54,432,548$1,944,933,537
13Rinet Company$1,393,793$1,653,069,339$128,198,201$1,781,267,540
14Aureus Asset Management$4,187,192$830,000,000$870,000,000$1,700,000,000
15New England Private Wealth Advisors$683,484$1,076,210,035$476,665,943$1,552,875,978
16Argent Wealth Management$789,501$1,145,401,792$389,389,001$1,534,790,793
17Windrose Advisors$56,226,074$230,636,842$1,287,467,151$1,518,103,993
18Beaumont Financial Partners$529,048$1,101,768,934$403,902,637$1,505,671,571
19F.L.Putnam Investment Management Co.$977,462$1,460,502,733$1,780,398$1,462,283,131
20Reynders, McVeigh Capital Management$1,008,998$1,337,241,845$69,300,721$1,406,542,566
21Birch Hill Investment Advisors LLC$1,375,071$1,402,449,193$1,497,811$1,403,947,004
22Northeast Investment Management Inc$1,110,066$1,353,914,512$25,897,875$1,379,812,387
23North American Management Corp$1,351,602$1,198,426,649$178,855,384$1,377,282,033
24Congress Wealth Management$708,564$1,339,359,022$9,038,407$1,348,397,429
25Foster Dykema Cabot & Co Inc$2,083,642$1,212,829,382$16,519,386$1,229,348,768
26Heritage Financial Services$322,266$1,164,347,091$0$1,164,347,091
27Daintree Advisors$927,961$1,023,900,000$18,200,000$1,042,100,000
28MG Financial$6,319,231$828,864,602$81,104,593$909,969,195
29Atlas Private Wealth Management, LLC$259,753$900,304,239$0$900,304,239
30TFC Financial Management Inc$853,326$848,974,496$1,791,786$850,766,282
31American Investment Services Inc$682,937$828,334,802$5,531,266$833,866,068
32Lexington Wealth Management, Inc.$398,254$730,000,000$0$730,000,000
33East Coast Asset Management$652,509$516,423,618$136,737,641$653,161,259
34Barry Investment Advisors, LLC$461,270$519,192,645$123,356,309$642,548,954
35Cabot Wealth Management$364,535$561,019,768$0$561,019,768
36Ferris Capital$798,795$446,036,758$91,552,254$537,589,012
37Wingate Wealth Advisors, Inc.$287,303$406,264,565$128,693,730$534,958,295
38Boston Hill Advisors$234,947$517,155,460$11,241,200$528,396,660
39O'Brien Wealth Partners LLC$349,633$508,715,814$0$508,715,814
40Montis Financial, LLC$437,612$461,331,556$33,607,613$494,939,169
41Pinney & Scofield, Inc.$459,192$480,314,357$0$480,314,357
42Contravisory Investment Management, Inc.$888,169$335,875,018$127,749,183$463,624,201
43Excalibur Management Corp$769,013$378,354,248$0$378,354,248
44Berkshire Money Management, Inc.$859,267$377,218,427$0$377,218,427
45Timber Creek Capital Management$1,641,162$370,902,704$0$370,902,704
46Sensible Financial Planning and Management$316,420$247,438,285$114,863,017$362,301,302
47McNamara Financial Services, Inc.$170,354$348,000,000$6,336,300$354,336,300
48The Relaxing Retirement Coach, Inc.$1,342,089$350,285,352$0$350,285,352
49West Branch Capital$348,679$324,532,478$5,317,589$329,850,067
50Via Global Advisors LLC$17,234,474$49,018,000$278,437,000$327,455,000
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Showing 1 to 50 of 102 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.