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$4,707,739$4,343,450,866$6,500,000$4,349,950,866
2Symmetry Partners$124,905$3,295,000,000$0$3,295,000,000
3Northeast Financial Consultants Inc.$1,646,996$1,235,894,564$1,400,946,477$2,636,841,041
4Spruce Private Investors$8,279,112$1,171,135,558$567,477,977$1,738,613,535
5Hynes Himmelreich Glennon & Co.$619,788$1,060,723,049$129,889,900$1,190,612,949
6HFM Wealth Management$5,376,225$743,594,000$19,830,000$763,424,000
7Relyea Zuckerberg Hanson$648,101$493,000,000$19,000,000$512,000,000
8HTG Investment Advisors Inc.$1,299,944$337,985,407$0$337,985,407
9Oak Financial Group Inc.$311,495$314,285,996$8,422,892$322,708,888
10New England Guild Wealth Advisors Inc.$314,404$296,331,852$465,787$296,797,639
11Regent Wealth Management Group$369,530$240,068,350$3,082,125$243,150,475
12Mullaney Keating & Wright Inc.$484,915$233,670,123$1,513,826$235,183,949
13Baxter Investment Management$415,845$230,378,336$0$230,378,336
14Raylign Advisory$1,235,012$132,842,537$80,814,616$213,657,153
15Filomeno Wealth Management$825,080$123,859,220$62,608,892$186,468,112
16Charter Research & Investment Group Inc.$483,631$177,179,643$1,280,116$178,459,759
17Mark Sheptoff Financial Planning$180,626$177,916,811$0$177,916,811
18Apex Investment Services Inc.$308,833$165,225,656$0$165,225,656
19Spruce Hill Capital$192,654$139,804,855$25,299,488$165,104,343
20Purkiss Capital Advisors$456,725$158,026,769$0$158,026,769
21Pinnacle Investment Management Inc.$554,106$134,061,257$7,789,803$141,851,060
22Clayborne Group$4,538,710$700,000$140,000,000$140,700,000
23Personal Business Management Group $884,558$134,452,883$0$134,452,883
24J/M Financial Advisers Inc.$375,000$0$132,000,000$132,000,000
25Monte Financial Group$748,099$118,294,141$11,875,112$130,169,253
26Integrated Financial Services Inc.$5,558,506$0$127,845,638$127,845,638
27Benemark Inc.$469,719$0$121,187,379$121,187,379
28Jeffrey N. Mehler, CFP$170,734$100,000,000$15,757,523$115,757,523
29Drum Hill Capital$647,930$80,313,165$35,018,325$115,331,490
30Tuttle Wealth Management$88,110$113,397,055$0$113,397,055
31More For Less Financial Solutions$177,241$110,945,000$716,900$111,661,900
32T. Richard Spoor$1,186,480$106,783,206$0$106,783,206
33Briggs Wealth Management$218,717$70,296,201$31,625,829$101,922,030

Showing 1 to 33 of 33 entries

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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.