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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Chilton Private Clients LLC | $4,790,917 | $4,613,653,360 | N/A | $4,613,653,360 |
| 2 | Symmetry Partners | $131,011 | $3,212,000,000 | N/A | $3,212,000,000 |
| 3 | Spruce Private Investors LLC | $13,564,130 | $1,173,566,000 | $1,756,286,000 | $2,929,852,000 |
| 4 | Northeast Financial Consultants Inc. | $1,531,571 | $1,094,188,374 | $1,256,773,736 | $2,350,962,110 |
| 5 | Hynes Himmelreich Glennon & Company LLC | $586,205 | $931,300,000 | $75,800,000 | $1,007,100,000 |
| 6 | Hfm Wealth Management | $5,454,799 | $715,309,000 | $15,634,000 | $730,943,000 |
| 7 | Relyea Zuckerberg Hanson LLC | $624,152 | $409,000,000 | $51,000,000 | $460,000,000 |
| 8 | Htg Investment Advisors Inc. | $1,386,318 | $296,672,051 | N/A | $296,672,051 |
| 9 | The New England Guild Inc. | $274,477 | $272,658,420 | $445,801 | $273,104,221 |
| 10 | Mullaney Keating & Wright Inc. | $465,609 | $209,923,147 | $1,463,401 | $211,386,548 |
| 11 | Baxter Investment Management | $388,108 | $208,414,078 | N/A | $208,414,078 |
| 12 | Raylign Advisory LLC | $1,093,321 | $107,684,485 | $86,926,668 | $194,611,153 |
| 13 | Chronogram Corporation | $893,474 | $112,797,929 | $74,831,570 | $187,629,499 |
| 14 | Charter Research & Investment Group Inc. | $475,019 | $170,996,184 | $1,435,743 | $172,431,927 |
| 15 | Mark Sheptoff Financial Planning LLC | $166,032 | $162,710,970 | N/A | $162,710,970 |
| 16 | Filomeno Wealth Management LLC | $674,440 | $115,355,350 | $42,463,724 | $157,819,074 |
| 17 | Spruce Hill Capital LLC | $198,905 | $148,184,285 | N/A | $148,184,285 |
| 18 | Clayborne Group LLC | $4,538,710 | $700,000 | $140,000,000 | $140,700,000 |
| 19 | J/M Financial Advisers Inc. | $365,616 | N/A | $130,525,000 | $130,525,000 |
| 20 | Personal Business Management Group Ltd | $806,510 | $128,235,109 | N/A | $128,235,109 |
| 21 | Monte Financial Group LLC | $636,942 | $111,180,181 | $12,386,488 | $123,566,669 |
| 22 | Pinnacle Investment Management Inc. | $498,555 | $108,624,975 | $5,544,202 | $114,169,177 |
| 23 | Drum Hill Capital LLC | $658,197 | $76,047,364 | $33,871,482 | $109,918,846 |
| 24 | SpoorT. Richard | $1,246,344 | $107,185,556 | N/A | $107,185,556 |
| 25 | Benemark Inc. | $490,364 | N/A | $106,899,322 | $106,899,322 |
Showing 1 to 25 of 25 entries
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.