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$4,246,718$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
4Northcoast Asset Management LLC$359,031$2,513,216,547$0$2,513,216,547
5Bradley Foster & Sargent Inc$1,020,462$2,449,235,315$27,426,126$2,476,661,441
6Spruce Private Investors$7,776,939$1,025,156,044$273,592,823$1,298,748,867
7LLBH Private Wealth Management, LLC$373,244$1,212,003,036$5,517,911$1,217,520,947
8HHG & Company$662,790$1,023,989,857$45,753,047$1,069,742,904
9HFM Wealth Management$5,543,666$786,102,900$23,272,297$809,375,197
10Castlekeep Investment Advisors$4,619,647$131,546,963$598,357,272$729,904,235
11Relyea Zuckerberg Hanson$693,141$567,000,000$9,000,000$576,000,000
12HTG Investment Advisors Inc$1,607,975$397,169,859$0$397,169,859
13New England Guild Wealth Advisors, Inc.$380,857$343,052,366$481,016$343,533,382
14Baxter Investment Management$508,311$316,169,286$0$316,169,286
15Mullaney Keating & Wright Inc$1,392,944$259,501,278$979,287$260,480,565
16Raylign Advisory$1,475,383$169,142,560$83,147,990$252,290,550
17Gilman Hill Asset Management$830,918$249,814,176$291,995$250,106,171
18Regent Wealth Management Group$430,961$243,337,661$2,309,840$245,647,501
19Mark Sheptoff Financial Planning$227,778$218,894,425$0$218,894,425
20Charter Research & Investment Group Inc$530,811$203,831,371$0$203,831,371
21Apex Investment Services, Inc.$334,345$189,907,997$0$189,907,997
22Pinnacle Investment Management Inc$706,602$161,655,906$8,635,083$170,290,989
23Personal Business Management Group Ltd$965,847$153,569,734$0$153,569,734
24Monte Financial Group$797,396$139,600,000$13,500,000$153,100,000
255th Street Advisors$249,202$114,813,680$33,461,514$148,275,194
26Jeffrey N. Mehler, CFP$192,388$118,000,000$20,711,730$138,711,730
27Drum Hill Capital$668,368$98,760,409$34,913,131$133,673,540
28Benemark, Inc$508,614$0$131,731,083$131,731,083
29Spoor, T. Richard$1,680,840$131,105,537$0$131,105,537
30Clayborne Group$4,154,194$780,000$128,000,000$128,780,000
31Spruce Hill Capital$557,621$106,222,922$20,357,124$126,580,046
32Apella Capital$478,599$123,000,000$0$123,000,000
33Briggs Wealth Management, Inc.$2,472,426$79,894,729$38,781,740$118,676,469

Showing 1 to 33 of 33 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 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.