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$11,136,660$2,585,476,064$1,702,138,068$4,287,614,132
2Ballentine Partners$1,449,302$2,045,790,267$1,777,469,454$3,823,259,721
3Welch & Forbes$1,413,030$3,022,334,672$333,612,207$3,355,946,879
4Federal Street Advisors Inc.$2,127,894$0$3,185,456,644$3,185,456,644
5Beaumont Financial Partners$809,045$1,503,966,729$478,193,346$1,982,160,075
6Rinet Co.$1,135,951$1,572,155,832$0$1,572,155,832
7Windrose Advisors$91,862,549$0$1,286,075,684$1,286,075,684
8North American Management Corp.$981,757$1,041,220,397$133,942,413$1,175,162,810
9Modera Wealth Management$400,057$1,100,484,735$33,277,020$1,133,761,755
10Boston Financial Management Inc.$1,108,448$1,061,410,897$22,651,429$1,084,062,326
11Howland Capital Management$1,050,349$1,045,096,780$0$1,045,096,780
12Crestwood Advisors$792,078$918,808,749$110,892,345$1,029,701,094
13Daintree Advisors$844,710$947,000,000$43,000,000$990,000,000
14Oakmont Partners$1,138,270$194,736,209$784,176,278$978,912,487
15Foster Dykema Cabot & Co. Inc.$2,039,369$922,608,637$25,698,154$948,306,791
16Twin Focus Capital Partners$7,950,041$850,945,758$39,458,824$890,404,582
17MG Financial$11,794,423$48,532,176$788,871,885$837,404,061
18Moody, Lynn & Lieberson Inc.$1,338,605$827,258,000$0$827,258,000
19Reynders, McVeigh Capital Management$1,020,820$592,883,209$219,689,241$812,572,450
20Cabot-Wellington$3,938,251$765,381,767$2,577,240$767,959,007
21New England Private Wealth Advisors$444,828$548,622,661$196,464,149$745,086,810
22Heritage Financial Services Inc.$245,002$732,554,925$0$732,554,925
23Congress Wealth Management$830,601$710,164,021$0$710,164,021
24Aureus Asset Management$2,800,000$630,000,000$70,000,000$700,000,000
25Joseph Barry Co.$458,241$23,885,221$595,197,898$619,083,119
26Argent Wealth Management Inc.$570,423$519,372,239$88,698,785$608,071,024
27Pillar Financial Advisors Inc.$880,961$463,376,676$140,081,329$603,458,005
28Lexington Wealth Management Inc.$367,491$500,000,000$20,000,000$520,000,000
29Wingate Financial Corp.$229,041$369,249,527$147,009,587$516,259,114
30Cabot Money Management Inc.$321,314$474,901,766$0$474,901,766
31Montis Financial$356,609$401,184,693$0$401,184,693
32O'Brien Management$292,015$365,310,430$0$365,310,430
33Pinney & Scofield Inc.$397,723$344,428,404$0$344,428,404
34Timber Creek Capital Management$1,585,128$301,174,367$0$301,174,367
35Sensible Financial Planning and Management$304,236$142,648,167$154,286,442$296,934,609
36Boston Hill Advisors$193,975$284,921,808$11,083,526$296,005,334
37East Coast Asset Management$407,623$188,234,536$93,840,766$282,075,302
38Berkshire Money Management Inc.$256,881$278,201,882$0$278,201,882
39Cambridge Associates $275,127,222$0$275,127,222$275,127,222
40McNamara Financial Services Inc.$143,885$273,669,038$0$273,669,038
41The Relaxing Retirement Coach Inc.$1,053,647$250,768,000$0$250,768,000
42Renaissance Investment Group$640,458$231,027,180$13,627,741$244,654,921
43Boston Research and Management Inc.$703,735$225,195,140$0$225,195,140
44TPW Financial Inc.$799,889$220,923,254$3,045,634$223,968,888
45West Branch Capital$896,983$214,859,876$3,107,007$217,966,883
46Old North Advisors$527,898$196,378,228$0$196,378,228
47Bromfield Financial Advisory Group Inc.$751,894$195,492,481$0$195,492,481
48Monument Financial Advisors$1,147,448$171,093,348$13,645,812$184,739,160
49Long Wharf Investors$1,317,505$169,351,926$13,781,308$183,133,234
50Jonathan D. Pond$289,930$179,177,000$0$179,177,000
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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, 2012. (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.