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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 | Davis R M Inc. | $626,460 | $2,126,833,485 | $10,648,057 | $2,137,481,542 |
| 2 | H.M. Payson | $827,035 | $1,601,387,789 | $111,401,211 | $1,712,789,000 |
| 3 | Vigilant Capital Management LLC | $830,842 | $387,172,485 | N/A | $387,172,485 |
| 4 | Deighan Wealth Advisors | $248,222 | $137,921,639 | $2,323,820 | $140,245,459 |
| 5 | Robinson Financial Associates LLC | $303,705 | $112,500,571 | $781,234 | $113,281,805 |
| 6 | Bigelow Investment Advisors LLC | $446,922 | $94,406,855 | $13,301,256 | $107,708,111 |
Showing 1 to 6 of 6 entries
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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.