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
1Appleton Partners,Inc.$1,584,787$9,144,218,642$0$9,144,218,642
2Boston Private Wealth$1,192,844$6,955,567,868$468,694,802$7,424,262,670
3Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,583,393$7,038,476,460$189,858,473$7,228,334,933
4Ballentine Partners$1,665,070$4,060,365,585$2,638,209,538$6,698,575,123
5The Colony Group, LLC$677,659$5,081,873,661$1,227,813,801$6,309,687,462
6Shepherd Kaplan LLC$4,939,681$861,590,624$5,347,587,805$6,209,178,429
7Athena Capital Advisors$9,788,334$4,827,408,687$644,270,237$5,471,678,924
8Adviser Investments$518,445$5,306,284,485$0$5,306,284,485
9Welch & Forbes$1,794,811$4,589,213,178$308,826,772$4,898,039,950
10Choate Investment Advisors$2,041,107$4,137,488,008$610,126,580$4,747,614,588
11The Bollard Group$7,779,609$4,432,740,480$87,212,068$4,519,952,548
12Ropes Wealth Advisors$1,768,728$3,706,439,105$138,776,217$3,845,215,322
13Anchor Capital Advisors LLC$658,370$3,445,907,852$0$3,445,907,852
14Seaward Management$1,826,641$2,780,147,361$0$2,780,147,361
15Twin Focus Capital Partners$29,986,274$2,315,230,109$173,630,618$2,488,860,727
16Aureus Asset Management$5,545,545$914,869,800$1,403,168,083$2,318,037,883
17Boston Financial Management LLC$1,160,135$2,184,122,620$95,543,423$2,279,666,043
18Beaumont Financial Partners$690,686$1,527,174,024$462,692,076$1,989,866,100
19Rinet Company$1,390,127$1,848,894,684$127,865,936$1,976,760,620
20F.L.Putnam Investment Management Co.$1,072,663$1,784,599,312$4,603,241$1,789,202,553
21New England Private Wealth Advisors$801,150$1,287,605,421$463,709,521$1,751,314,942
22Cambridge Associates Ltd LLC$425,238,915$0$1,700,955,660$1,700,955,660
23Windrose Advisors$32,472,798$310,960,901$1,377,624,578$1,688,585,479
24Northeast Investment Management Inc$1,225,211$1,583,429,638$46,100,786$1,629,530,424
25Argent Wealth Management$895,716$1,265,923,086$359,801,982$1,625,725,068
26Congress Wealth Management$2,693,519$1,600,910,921$4,426,280$1,605,337,201
27Birch Hill Investment Advisors LLC$1,492,139$1,581,335,789$1,824,014$1,583,159,803
28North American Management Corp$1,581,309$1,305,764,323$213,873,735$1,519,638,058
29Reynders, McVeigh Capital Management$1,092,640$1,330,089,028$178,847,113$1,508,936,141
30Heritage Financial Services$357,663$1,422,066,903$0$1,422,066,903
31Foster Dykema Cabot & Co Inc$2,346,629$1,357,222,163$17,902,523$1,375,124,686
32Breeds Hill Capital LLC$3,236,360$29,117,000$1,097,136,178$1,126,253,178
33Daintree Advisors$918,360$1,107,236,000$18,673,000$1,125,909,000
34MG Financial$9,154,341$968,272,150$38,705,348$1,006,977,498
35Lexington Wealth Management, Inc.$532,963$938,900,479$22,564,316$961,464,795
36TFC Financial Management Inc$922,556$955,468,686$2,144,033$957,612,719
37Fiduciary Wealth Partners, LLC$4,375,335$861,941,091$0$861,941,091
38Wingate Wealth Advisors, Inc.$314,400$504,805,792$276,478,711$781,284,503
39Barry Investment Advisors, LLC$475,602$562,758,396$114,498,320$677,256,716
40Cabot Wealth Management$383,371$648,785,398$1,794,705$650,580,103
41Boston Hill Advisors$241,204$598,316,833$10,241,457$608,558,290
42Ferris Capital$1,079,681$589,333,419$3,411,192$592,744,611
43O'Brien Wealth Partners LLC$394,410$580,571,981$0$580,571,981
44Aequitas Investment Advisors, LLC$618,304$0$569,458,099$569,458,099
45Derby And Company Inc$1,342,588$567,914,627$0$567,914,627
46The Financial Advisors, LLC$330,250$561,565,649$3,161,680$564,727,329
47Pinney & Scofield, Inc.$503,835$555,729,642$0$555,729,642
48Montis Financial, LLC$514,966$516,700,000$13,200,000$529,900,000
49New England Investment & Retirement Group, Inc.$285,302$521,330,451$1,343,444$522,673,895
50Via Global Advisors LLC$15,223,684$67,852,659$404,081,538$471,934,197
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Showing 1 to 50 of 120 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. 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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.

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