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
1Athena Capital Advisors$12,102,330$2,424,375,216$2,670,705,704$5,095,080,920
2Ballentine Partners$1,589,428$2,268,298,424$2,509,522,609$4,777,821,033
3Welch & Forbes$1,625,616$3,593,810,855$354,809,530$3,948,620,385
4Federal Street Advisors Inc$2,609,272$52,471,107$3,472,655,915$3,525,127,022
5The Bollard Group$9,313,221$2,784,653,071$0$2,784,653,071
6Beaumont Financial Partners$818,278$1,444,124,764$536,108,492$1,980,233,256
7Rinet Company$1,259,566$1,855,340,896$0$1,855,340,896
8Windrose Advisors$89,633,893$104,798,938$1,418,977,238$1,523,776,176
9Oakmont Partners$1,770,225$220,408,706$1,162,136,793$1,382,545,499
10North American Management Corp$1,136,958$1,191,543,376$169,395,125$1,360,938,501
11Modera Wealth Management$432,802$1,224,056,242$63,528,400$1,287,584,642
12Putnam F L Investment Management Co$1,019,713$1,283,819,000$0$1,283,819,000
13Argent Wealth Management$625,094$972,216,597$309,850,260$1,282,066,857
14Northeast Investment Management Inc$1,107,426$1,236,702,036$21,333,596$1,258,035,632
15Howland Capital Management$1,177,600$1,251,788,453$0$1,251,788,453
16Crestwood Advisors$833,638$1,034,869,775$163,902,238$1,198,772,013
17Daintree Advisors$737,097$1,132,450,000$10,050,000$1,142,500,000
18Twin Focus Capital Partners$10,077,400$876,966,733$211,392,497$1,088,359,230
19Foster Dykema Cabot & Co Inc$2,126,594$1,043,967,944$29,962,019$1,073,929,963
20Atlas Private Wealth Management, LLC$213,801$1,016,623,152$0$1,016,623,152
21MG Financial$14,903,615$46,399,663$967,046,173$1,013,445,836
22Moody, Lynn & Lieberson, Inc.$1,445,098$997,117,353$0$997,117,353
23Reynders, McVeigh Capital Management$1,130,903$732,354,271$245,876,610$978,230,881
24New England Private Wealth Advisors$539,438$794,175,216$171,957,759$966,132,975
25Congress Wealth Management$860,406$873,679,405$2,213,409$875,892,814
26Aureus Asset Management$3,361,923$709,700,000$164,400,000$874,100,000
27Cabot-Wellington$4,089,720$841,390,614$5,181,349$846,571,963
28Heritage Financial Services$267,470$837,448,286$0$837,448,286
29TFC Financial Management Inc$2,597,529$805,871,412$1,960,218$807,831,630
30Joseph Barry Co.$485,651$134,690,553$518,024,657$652,715,210
31Lexington Wealth Management, Inc.$442,857$620,000,000$0$620,000,000
32Wingate Wealth Advisors, Inc.$247,699$378,015,038$144,382,238$522,397,276
33Cabot Wealth Management$356,552$517,000,000$0$517,000,000
34O'Brien Management$340,742$444,668,407$0$444,668,407
35Montis Financial$434,863$437,750,063$4,070,277$441,820,340
36Pinney & Scofield, Inc.$438,893$413,876,502$0$413,876,502
37Boston Hill Advisors$214,045$372,951,571$14,470,037$387,421,608
38East Coast Asset Management$474,106$271,952,385$105,436,027$377,388,412
39Timber Creek Capital Management$1,671,297$337,601,947$0$337,601,947
40Berkshire Money Management, Inc.$243,535$333,399,473$0$333,399,473
41Sensible Financial Planning and Management$317,413$188,789,142$142,907,864$331,697,006
42The Relaxing Retirement Coach, Inc.$1,219,226$307,245,000$0$307,245,000
43McNamara Financial Services, Inc.$159,364$301,835,019$0$301,835,019
44Cambridge Associates Ltd$284,672,193$0$284,672,193$284,672,193
45TPW Financial$752,927$247,829,940$30,000,000$277,829,940
46Renaissance Investment Group$700,684$264,994,231$8,973,031$273,967,262
47Bromfield Financial Advisory Group, Inc.$1,001,868$266,497,000$0$266,497,000
48Boston Research and Management, Inc.$730,221$265,070,317$0$265,070,317
49West Branch Capital$213,629$233,405,818$2,226,690$235,632,508
50Jonathan D. Pond$322,108$220,000,000$0$220,000,000
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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.