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
3BP Wealth Management$833,276$3,305,524,211$1,184,166,444$4,489,690,655
4Welch & Forbes$1,625,616$3,593,810,855$354,809,530$3,948,620,385
5Federal Street Advisors Inc$2,609,272$52,471,107$3,472,655,915$3,525,127,022
6The Bollard Group$9,313,221$2,784,653,071$0$2,784,653,071
7Beaumont Financial Partners$892,829$1,757,025,317$412,548,159$2,169,573,476
8Rinet Company$1,259,566$1,855,340,896$0$1,855,340,896
9Modera Wealth Management$429,278$1,515,779,618$70,832,736$1,586,612,354
10Windrose Advisors$89,633,893$104,798,938$1,418,977,238$1,523,776,176
11Oakmont Partners$1,770,225$220,408,706$1,162,136,793$1,382,545,499
12North American Management Corp$1,136,958$1,191,543,376$169,395,125$1,360,938,501
13Boston Financial Management Inc$1,235,497$1,289,780,816$29,729,784$1,319,510,600
14Putnam F L Investment Management Co$1,019,713$1,283,819,000$0$1,283,819,000
15Argent Wealth Management$625,094$972,216,597$309,850,260$1,282,066,857
16Northeast Investment Management Inc$1,107,426$1,236,702,036$21,333,596$1,258,035,632
17Howland Capital Management$1,177,600$1,251,788,453$0$1,251,788,453
18Crestwood Advisors$833,638$1,034,869,775$163,902,238$1,198,772,013
19Daintree Advisors$734,667$1,091,030,000$10,970,000$1,102,000,000
20Twin Focus Capital Partners$10,077,400$876,966,733$211,392,497$1,088,359,230
21Foster Dykema Cabot & Co Inc$2,126,594$1,043,967,944$29,962,019$1,073,929,963
22Atlas Private Wealth Management, LLC$213,801$1,016,623,152$0$1,016,623,152
23MG Financial$14,903,615$46,399,663$967,046,173$1,013,445,836
24Moody, Lynn & Lieberson, Inc.$1,445,098$997,117,353$0$997,117,353
25Reynders, McVeigh Capital Management$1,130,903$732,354,271$245,876,610$978,230,881
26New England Private Wealth Advisors$539,438$794,175,216$171,957,759$966,132,975
27Congress Wealth Management$860,406$873,679,405$2,213,409$875,892,814
28Aureus Asset Management$3,361,923$709,700,000$164,400,000$874,100,000
29Cabot-Wellington$4,089,720$841,390,614$5,181,349$846,571,963
30Heritage Financial Services$267,470$837,448,286$0$837,448,286
31TFC Financial Management Inc$2,597,529$805,871,412$1,960,218$807,831,630
32Joseph Barry Co.$485,651$134,690,553$518,024,657$652,715,210
33Lexington Wealth Management, Inc.$442,857$620,000,000$0$620,000,000
34Wingate Wealth Advisors, Inc.$247,699$378,015,038$144,382,238$522,397,276
35Cabot Wealth Management$356,552$517,000,000$0$517,000,000
36O'Brien Management$340,742$444,668,407$0$444,668,407
37Montis Financial$434,863$437,750,063$4,070,277$441,820,340
38Pinney & Scofield, Inc.$438,893$413,876,502$0$413,876,502
39Boston Hill Advisors$214,045$372,951,571$14,470,037$387,421,608
40East Coast Asset Management$474,106$271,952,385$105,436,027$377,388,412
41Timber Creek Capital Management$1,671,297$337,601,947$0$337,601,947
42Berkshire Money Management, Inc.$243,535$333,399,473$0$333,399,473
43Sensible Financial Planning and Management$317,413$188,789,142$142,907,864$331,697,006
44The Relaxing Retirement Coach, Inc.$1,219,226$307,245,000$0$307,245,000
45McNamara Financial Services, Inc.$159,364$301,835,019$0$301,835,019
46Cambridge Associates Ltd$284,672,193$0$284,672,193$284,672,193
47TPW Financial$752,927$247,829,940$30,000,000$277,829,940
48Renaissance Investment Group$700,684$264,994,231$8,973,031$273,967,262
49Bromfield Financial Advisory Group, Inc.$1,001,868$266,497,000$0$266,497,000
50Boston Research and Management, Inc.$730,221$265,070,317$0$265,070,317
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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.