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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Chilton Investment Services$4,246,718$3,913,822,366$5,898,520$3,919,720,886
2Symmetry Partners$173,740$3,840,000,000$0$3,840,000,000
3Northeast Financial Consultants, Inc$1,431,208$1,326,797,131$1,534,187,937$2,860,985,068
4Bradley Foster & Sargent Inc$1,020,462$2,449,235,315$27,426,126$2,476,661,441
5Spruce Private Investors$7,776,939$1,025,156,044$273,592,823$1,298,748,867
6HHG & Company$662,790$1,023,989,857$45,753,047$1,069,742,904
7HFM Wealth Management$5,543,666$786,102,900$23,272,297$809,375,197
8Castlekeep Investment Advisors$4,619,647$131,546,963$598,357,272$729,904,235
9Relyea Zuckerberg Hanson$693,141$567,000,000$9,000,000$576,000,000
10HTG Investment Advisors Inc$1,607,975$397,169,859$0$397,169,859
11New England Guild Wealth Advisors, Inc.$380,857$343,052,366$481,016$343,533,382
12Baxter Investment Management$508,311$316,169,286$0$316,169,286
13Raylign Advisory$1,475,383$169,142,560$83,147,990$252,290,550
14Gilman Hill Asset Management$830,918$249,814,176$291,995$250,106,171
15Regent Wealth Management Group$430,961$243,337,661$2,309,840$245,647,501
16Mark Sheptoff Financial Planning$227,778$218,894,425$0$218,894,425
17Charter Research & Investment Group Inc$525,506$192,860,708$0$192,860,708
18Apex Investment Services, Inc.$334,345$189,907,997$0$189,907,997
19Spruce Hill Capital$189,686$151,208,000$20,458,000$171,666,000
20Pinnacle Investment Management Inc$706,602$161,655,906$8,635,083$170,290,989
21Personal Business Management Group Ltd$965,847$153,569,734$0$153,569,734
22Monte Financial Group$797,396$139,600,000$13,500,000$153,100,000
235th Street Advisors$249,202$114,813,680$33,461,514$148,275,194
24Jeffrey N. Mehler, CFP$192,388$118,000,000$20,711,730$138,711,730
25Drum Hill Capital$668,368$98,760,409$34,913,131$133,673,540
26Benemark, Inc$508,614$0$131,731,083$131,731,083
27Spoor, T. Richard$1,680,840$131,105,537$0$131,105,537
28Clayborne Group$4,154,194$780,000$128,000,000$128,780,000
29Briggs Wealth Management, Inc.$2,472,426$79,894,729$38,781,740$118,676,469

Showing 1 to 29 of 29 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 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, 2014. (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.