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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Athena Capital Advisors LLC | $11,752,734 | $2,781,655,172 | $1,296,543,535 | $4,078,198,707 |
| 2 | Ballentine Partners | $1,450,094 | $2,094,644,266 | $1,526,239,777 | $3,620,884,043 |
| 3 | Federal Street Advisors Inc. | $2,015,851 | N/A | $3,035,871,549 | $3,035,871,549 |
| 4 | Silver Bridge | $1,179,618 | $1,992,026,933 | $348,335,546 | $2,340,362,479 |
| 5 | Thomaspartners Inc. | $518,851 | $2,093,243,000 | $119,657,000 | $2,212,900,000 |
| 6 | Beaumont Financial Partners LLC | $694,531 | $1,199,127,933 | $389,264,782 | $1,588,392,715 |
| 7 | Rinet Company LLC | $981,562 | $1,345,721,880 | N/A | $1,345,721,880 |
| 8 | Windrose Advisors LLC | $79,485,082 | N/A | $1,192,276,235 | $1,192,276,235 |
| 9 | North American Management Corp | $946,713 | $1,003,692,796 | $138,042,516 | $1,141,735,312 |
| 10 | Boston Financial Management Inc. | $1,032,071 | $997,280,640 | $20,341,642 | $1,017,622,282 |
| 11 | Modera Wealth Management LLC | $358,611 | $952,119,943 | $30,116,640 | $982,236,583 |
| 12 | Foster Dykema Cabot & Co Inc. | $2,046,926 | $843,318,464 | $18,437,455 | $861,755,919 |
| 13 | Crestwood Advisors LLC | $769,190 | $706,226,924 | $101,422,281 | $807,649,205 |
| 14 | Mg Financial LLC | $10,548,630 | $38,103,830 | $668,654,402 | $706,758,232 |
| 15 | New England Private Wealth Advisors LLC | $407,847 | $493,398,647 | $188,522,216 | $681,920,863 |
| 16 | ReyndersMcveigh Capital Management LLC | $979,736 | $554,031,056 | $126,885,715 | $680,916,771 |
| 17 | Oakmont Partners LLC | $775,247 | $175,718,440 | $499,522,000 | $675,240,440 |
| 18 | Daintree Advisors LLC | $1,434,690 | $663,000,000 | $7,000,000 | $670,000,000 |
| 19 | Aureus Asset Management LLC | $2,777,778 | $575,000,000 | $50,000,000 | $625,000,000 |
| 20 | Heritage Financial Services Inc. | $962,446 | $624,627,694 | N/A | $624,627,694 |
| 21 | Congress Wealth Management LLC | $796,341 | $619,553,645 | N/A | $619,553,645 |
| 22 | Joseph Barry Co. LLC | $1,792,577 | $7,692,843 | $598,198,107 | $605,890,950 |
| 23 | Braver Wealth Management LLC | $1,358,029 | $529,336,631 | $61,406,038 | $590,742,669 |
| 24 | Twin Focus Capital Partners LLC | $5,394,937 | $556,933,036 | $25,720,118 | $582,653,154 |
| 25 | Pillar Financial Advisors Inc. | $1,048,415 | $411,783,846 | $158,553,983 | $570,337,829 |
| 26 | Argent Wealth Management Inc. | $430,560 | $546,811,489 | N/A | $546,811,489 |
| 27 | Cabot-Wellington LLC | $2,919,777 | $524,762,571 | $797,328 | $525,559,899 |
| 28 | Lexington Wealth Management Inc. | $500,000 | $480,000,000 | $20,000,000 | $500,000,000 |
| 29 | Cabot Money Management Inc. | $315,471 | $476,676,000 | N/A | $476,676,000 |
| 30 | Battery Global Advisors LLC | $40,181,818 | $217,000,000 | $225,000,000 | $442,000,000 |
| 31 | O'Brien Management LLC | $264,223 | $331,071,142 | N/A | $331,071,142 |
| 32 | Timber Creek Capital Management LLC | $1,558,307 | $286,728,511 | N/A | $286,728,511 |
| 33 | Pinney & Scofield Inc. | $344,852 | $284,847,485 | N/A | $284,847,485 |
| 34 | Berkshire Money Management Inc. | $249,157 | $259,123,263 | N/A | $259,123,263 |
| 35 | Mcnamara Financial Services Inc. | $100,597 | $259,036,208 | N/A | $259,036,208 |
| 36 | Boston Hill Advisors LLC | $182,757 | $252,865,288 | $4,273,503 | $257,138,791 |
| 37 | Sensible Financial Planning And Management LLC | $281,497 | $135,044,453 | $115,769,527 | $250,813,980 |
| 38 | Tpw Financial Inc. | $1,085,622 | $210,262,320 | $32,916,939 | $243,179,259 |
| 39 | Renaissance Investment Group LLC | $612,175 | $220,511,541 | $12,115,043 | $232,626,584 |
| 40 | East Coast Asset Management LLC | $388,915 | $139,225,376 | $91,401,070 | $230,626,446 |
| 41 | The Relaxing Retirement Coach Inc. | $913,026 | $209,083,000 | N/A | $209,083,000 |
| 42 | Boston Research And Management Inc. | $616,068 | $199,606,166 | N/A | $199,606,166 |
| 43 | Old North Advisors LLC | $456,475 | $195,371,470 | N/A | $195,371,470 |
| 44 | Proctor Financial | $853,913 | $188,714,788 | N/A | $188,714,788 |
| 45 | Monument Financial Advisors LLC | $1,383,317 | $122,385,917 | $62,978,524 | $185,364,441 |
| 46 | Long Wharf Investors | $1,438,447 | $182,682,742 | N/A | $182,682,742 |
| 47 | Singer Potito Associates Inc. | $592,347 | $167,142,438 | $1,084,113 | $168,226,551 |
| 48 | Jonathan D. Pond LLC | $281,362 | $167,129,000 | N/A | $167,129,000 |
| 49 | Bromfield Financial Advisory Group Inc. | $641,623 | $166,821,870 | N/A | $166,821,870 |
| 50 | Michael J. CrewInvestment Advisor | $1,417,869 | $154,547,673 | N/A | $154,547,673 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.