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
1Anchor Capital Advisors LLC$332,719$4,999,249,395$3,105,450,690$8,104,700,085
2Boston Private Wealth LLC$976,444$6,269,135,858$839,377,263$7,108,513,121
3Athena Capital Advisors$13,450,028$5,212,221,336$786,491,327$5,998,712,663
4Ballentine Partners$1,774,210$3,135,948,230$2,853,786,140$5,989,734,370
5The Colony Group, LLC$718,705$3,653,576,216$1,209,181,285$4,862,757,501
6Welch & Forbes$1,549,443$3,661,202,400$286,778,381$3,947,980,781
7The Bollard Group$7,009,479$3,523,791,409$30,014,222$3,553,805,631
8Ropes Wealth Advisors$1,342,685$2,672,384,706$149,939,721$2,822,324,427
9Adviser Investments$380,545$2,094,900,000$0$2,094,900,000
10Boston Financial Management LLC$950,945$1,849,190,964$50,796,161$1,899,987,125
11Rinet Company$1,440,775$1,623,102,623$134,642,932$1,757,745,555
12Twin Focus Capital Partners$21,242,713$1,583,266,432$158,636,052$1,741,902,484
13North American Management Corp$1,249,917$1,291,503,225$179,648,627$1,471,151,852
14Argent Wealth Management$811,450$1,077,589,113$352,997,911$1,430,587,024
15Beaumont Financial Partners$505,902$1,040,852,191$383,767,699$1,424,619,890
16Windrose Advisors$70,815,718$0$1,416,314,360$1,416,314,360
17Aureus Asset Management$3,906,077$830,000,000$584,000,000$1,414,000,000
18F.L.Putnam Investment Management Co.$1,010,966$1,410,297,871$0$1,410,297,871
19Northeast Investment Management Inc$1,099,543$1,297,757,692$24,992,243$1,322,749,935
20Crestwood Advisors$828,300$1,246,976,654$74,990,658$1,321,967,312
21Reynders, McVeigh Capital Management$1,030,116$1,113,527,150$84,497,982$1,198,025,132
22Congress Wealth Management$724,714$1,186,544,499$9,234,083$1,195,778,582
23New England Private Wealth Advisors$554,382$984,696,601$200,017,655$1,184,714,256
24Foster Dykema Cabot & Co Inc$2,285,801$1,121,265,532$35,349,922$1,156,615,454
25Daintree Advisors$1,049,322$1,059,404,000$22,447,000$1,081,851,000
26MG Financial$14,435,040$55,780,942$983,541,949$1,039,322,891
27Heritage Financial Services$293,464$1,001,592,175$0$1,001,592,175
28Atlas Private Wealth Management, LLC$221,042$968,165,908$0$968,165,908
29Braver Wealth Management, LLC$335,563$777,665,927$97,817,057$875,482,984
30TFC Financial Management Inc$832,862$786,151,470$1,735,913$787,887,383
31American Investment Services Inc$579,465$647,841,873$0$647,841,873
32Lexington Wealth Management, Inc.$342,577$630,000,000$0$630,000,000
33Barry Investment Advisors, LLC$446,451$490,757,582$123,559,487$614,317,069
34Cabot Wealth Management$355,700$546,000,000$0$546,000,000
35Wingate Wealth Advisors, Inc.$270,410$366,470,576$164,614,199$531,084,775
36Ferris Capital$939,639$444,237,497$56,589,876$500,827,373
37O'Brien Management$360,093$494,047,259$0$494,047,259
38East Coast Asset Management$499,087$368,453,896$115,660,259$484,114,155
39Montis Financial$422,133$435,352,641$33,636,606$468,989,247
40Pinney & Scofield, Inc.$428,786$434,789,268$0$434,789,268
41Boston Hill Advisors$190,000$412,173,537$15,135,448$427,308,985
42Wealth Management Advisors, LLC$487,967$291,735,151$124,500,822$416,235,973
43Sensible Financial Planning and Management$314,462$230,404,773$125,565,854$355,970,627
44Timber Creek Capital Management$1,591,110$350,044,216$0$350,044,216
45Berkshire Money Management, Inc.$195,704$321,542,294$0$321,542,294
46Michael A. Schreiber & Associates, Inc.$1,139,706$310,000,000$0$310,000,000
47The Relaxing Retirement Coach, Inc.$1,213,492$308,227,000$0$308,227,000
48McNamara Financial Services, Inc.$146,620$299,634,230$5,335,770$304,970,000
49Peak Financial Management Inc$279,287$299,954,084$0$299,954,084
50Boston Research and Management, Inc.$730,194$284,045,287$0$284,045,287
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.