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
1Boston Private Wealth LLC$1,019,695$7,808,922,647$1,126,667,312$8,935,589,959
2Anchor Capital Advisors LLC$378,818$6,044,883,452$2,706,567,213$8,751,450,665
3Athena Capital Advisors$12,921,097$5,139,629,697$804,074,706$5,943,704,403
4Reynders, McVeigh Capital Management$6,071,507$926,239,647$4,920,621,961$5,846,861,608
5Ballentine Partners$1,827,790$2,288,251,914$2,950,193,634$5,238,445,548
6Welch & Forbes$1,678,520$3,817,728,072$351,716,515$4,169,444,587
7Federal Street Advisors Inc$2,358,071$97,380,520$3,489,245,053$3,586,625,573
8The Bollard Group$6,767,818$3,172,335,736$28,842,221$3,201,177,957
9Beaumont Financial Partners$1,136,906$2,425,568,286$457,625,678$2,883,193,964
10Ropes Wealth Advisors$1,323,112$2,384,126,094$322,961,144$2,707,087,238
11Rinet Company$1,209,765$1,884,814,372$0$1,884,814,372
12Modera Wealth Management$415,955$1,542,292,000$79,099,000$1,621,391,000
13Windrose Advisors$78,751,947$102,015,788$1,394,271,213$1,496,287,001
14North American Management Corp$1,212,349$1,272,004,020$200,999,989$1,473,004,009
15Argent Wealth Management$843,690$1,080,531,726$380,739,097$1,461,270,823
16Twin Focus Capital Partners$16,698,840$1,218,040,589$167,963,151$1,386,003,740
17F.L.Putnam Investment Management Co.$1,033,134$1,364,770,000$0$1,364,770,000
18Northeast Investment Management Inc$1,160,045$1,323,758,721$21,893,455$1,345,652,176
19Aureus Asset Management$5,056,818$804,000,000$531,000,000$1,335,000,000
20Crestwood Advisors$872,204$1,204,988,497$116,401,179$1,321,389,676
21Daintree Advisors$1,116,883$1,131,172,000$6,932,000$1,138,104,000
22Foster Dykema Cabot & Co Inc$2,079,092$1,081,671,656$36,880,077$1,118,551,733
23Congress Wealth Management$823,588$1,112,298,233$3,663,434$1,115,961,667
24New England Private Wealth Advisors$560,394$899,594,371$183,647,918$1,083,242,289
25MG Financial$15,277,674$47,328,331$1,022,108,827$1,069,437,158
26Atlas Private Wealth Management, LLC$224,583$1,039,144,195$0$1,039,144,195
27Moody, Lynn & Lieberson, Inc.$1,444,015$1,015,142,761$0$1,015,142,761
28Heritage Financial Services$295,326$955,970,868$0$955,970,868
29Cabot-Wellington$4,387,930$860,589,655$3,832,649$864,422,304
30TFC Financial Management Inc$894,012$838,545,825$1,825,368$840,371,193
31Barry Investment Advisors, LLC$494,261$520,866,417$160,719,998$681,586,415
32Lexington Wealth Management, Inc.$464,286$650,000,000$0$650,000,000
33Cabot Wealth Management$368,501$552,751,579$0$552,751,579
34Wingate Wealth Advisors, Inc.$271,952$384,472,570$145,017,892$529,490,462
35Breeds Hill Capital LLC$1,256,318$0$478,657,222$478,657,222
36Montis Financial$440,409$463,784,060$7,012,855$470,796,915
37Old North Advisors$1,227,371$394,163,435$69,782,678$463,946,113
38O'Brien Management$337,741$451,221,816$0$451,221,816
39Pinney & Scofield, Inc.$449,431$443,139,267$0$443,139,267
40Boston Hill Advisors$212,007$418,692,024$14,862,296$433,554,320
41East Coast Asset Management$460,313$300,345,887$116,697,479$417,043,366
42Berkshire Money Management, Inc.$235,011$358,391,972$0$358,391,972
43Timber Creek Capital Management$1,686,809$355,916,672$0$355,916,672
44The Relaxing Retirement Coach, Inc.$1,327,044$331,761,000$0$331,761,000
45McNamara Financial Services, Inc.$166,219$327,118,282$0$327,118,282
46Wealth Management Advisors, LLC$435,414$235,611,067$91,384,658$326,995,725
47Sensible Financial Planning and Management$323,813$178,647,627$134,803,066$313,450,693
48Michael A. Schreiber & Associates, Inc.$1,090,592$295,000,000$18,000,000$313,000,000
49Peak Financial Management Inc$180,591$294,183,293$0$294,183,293
50Renaissance Investment Group$729,203$279,319,270$9,445,219$288,764,489
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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.