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
1Symmetry Partners$174,167$4,029,000,000$0$4,029,000,000
2Chilton Investment Services$3,987,085$3,781,664,640$22,014,319$3,803,678,959
3Northcoast Asset Management LLC$322,517$2,805,900,403$0$2,805,900,403
4Bradley Foster & Sargent Inc$1,049,020$2,741,192,172$31,367,840$2,772,560,012
5Northeast Financial Consultants, Inc$1,474,540$1,155,222,684$1,531,389,210$2,686,611,894
6LLBH Private Wealth Management, LLC$325,413$1,435,454,020$3,196,491$1,438,650,511
7HHG & Company$708,034$1,026,897,571$56,394,305$1,083,291,876
8Castlekeep Investment Advisors$5,119,630$247,526,114$581,854,024$829,380,138
9HFM Wealth Management$4,983,686$731,769,351$25,750,976$757,520,327
10Relyea Zuckerberg Hanson$761,238$669,294,000$5,924,000$675,218,000
11HTG Investment Advisors Inc$410,507$440,063,888$0$440,063,888
12Baxter Investment Management$578,621$372,053,602$0$372,053,602
13New England Guild Wealth Advisors, Inc.$452,402$359,206,875$0$359,206,875
14Gilman Hill Asset Management$730,228$280,407,606$0$280,407,606
15Regent Wealth Management Group$442,996$257,887,369$2,594,235$260,481,604
16Raylign Advisory$1,301,432$154,548,675$86,216,169$240,764,844
17Mark Sheptoff Financial Planning$221,555$233,297,041$0$233,297,041
18Wooster Corthell Wealth Management, Inc.$348,532$207,725,275$0$207,725,275
19Charter Research & Investment Group Inc$534,736$205,338,630$0$205,338,630
20Pinnacle Investment Management Inc$723,144$169,466,890$9,872,723$179,339,613
21Monte Financial Group$841,931$147,238,450$11,044,643$158,283,093
225th Street Advisors$277,494$125,877,823$30,073,685$155,951,508
23Personal Business Management Group Ltd$1,021,887$154,304,867$0$154,304,867
24Jeffrey N. Mehler, CFP$202,038$124,500,000$28,240,848$152,740,848
25Benemark, Inc$675,716$0$143,251,693$143,251,693
26Drum Hill Capital$747,208$108,400,616$34,316,197$142,716,813
27Briggs Wealth Management, Inc.$262,754$85,808,302$43,992,286$129,800,588
28Spruce Hill Capital$247,325$107,102,571$21,011,689$128,114,260
29John A. Bysko Associates$588,541$126,536,397$0$126,536,397
30Clayborne Group$4,092,667$780,000$122,000,000$122,780,000
31Spoor, T. Richard$1,295,185$44,935,111$69,041,132$113,976,243
32Apella Capital$326,590$113,000,000$0$113,000,000

Showing 1 to 32 of 32 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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) nor one who is an insurance company or agency.

Database last updated on June 11, 2015.