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 |
|---|---|---|---|---|---|
| 51 | MCNAMARA FINANCIAL SERVICES, INC. | $230,865 | $589,168,381 | — | $589,168,381 |
| 52 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 53 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 54 | GREAT POINT WEALTH ADVISORS, LLC | $523,757 | $518,857,000 | $30,040,000 | $548,897,000 |
| 55 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 56 | RENAISSANCE INVESTMENT GROUP, LLC | $1,178,482 | $528,294,779 | $16,163,973 | $544,458,752 |
| 57 | THE RELAXING RETIREMENT COACH, INC. | $485,304 | $536,260,452 | — | $536,260,452 |
| 58 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | $12,084,008 | $519,612,353 | — | $519,612,353 |
| 59 | WEST BRANCH CAPITAL LLC | $306,459 | $493,151,183 | $16,489,400 | $509,640,583 |
| 60 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 61 | NBW CAPITAL LLC | $1,794,998 | $495,419,489 | — | $495,419,489 |
| 62 | SINGLE POINT PARTNERS | $460,803 | $466,381,578 | $9,627,948 | $476,009,526 |
| 63 | PEDDOCK CAPITAL ADVISORS, LLC | $1,390,751 | $455,511,061 | $18,734,874 | $474,245,935 |
| 64 | SHOREPOINT CAPITAL PARTNERS LLC | $510,830 | $441,989,588 | $28,995,973 | $470,985,561 |
| 65 | MONUMENT GROUP WEALTH ADVISORS, LLC | $998,613 | $449,602,228 | $6,764,000 | $456,366,228 |
| 66 | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | $555,181 | $446,417,912 | $6,054,921 | $452,472,833 |
| 67 | RESOLUTE FINANCIAL, LLC | $303,956 | $404,628,472 | $39,147,150 | $443,775,622 |
| 68 | NEW WORLD ADVISORS LLC | $1,461,903 | $430,409,719 | $5,237,239 | $435,646,958 |
| 69 | BECK BODE LLC | $165,755 | $433,780,344 | — | $433,780,344 |
| 70 | BROMFIELD SNEIDER WEALTH ADVISORS, INC. | $1,476,335 | $432,566,267 | — | $432,566,267 |
| 71 | JONATHAN D. POND, LLC | $2,203,112 | $398,763,287 | — | $398,763,287 |
| 72 | PEAK FINANCIAL MANAGEMENT INC | $304,586 | $395,961,220 | — | $395,961,220 |
| 73 | KELLY FINANCIAL SERVICES LLC | $120,087 | $364,282,219 | $26,960,277 | $391,242,496 |
| 74 | SANDY COVE ADVISORS, LLC | $601,857 | $344,014,228 | $43,581,461 | $387,595,689 |
| 75 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $812,728 | $355,848,733 | $30,196,927 | $386,045,660 |
| 76 | CARL P. SHERR & CO., LLC | $535,991 | $347,711,578 | $33,378,290 | $381,089,868 |
| 77 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | $252,310 | $374,932,485 | — | $374,932,485 |
| 78 | FLOREK FINANCIAL, LLC | $747,696 | — | $373,848,000 | $373,848,000 |
| 79 | CLAYBROOK CAPITAL, LLC | $4,361,107 | $353,249,694 | — | $353,249,694 |
| 80 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
| 81 | LITTLE HOUSE CAPITAL, LLC | $796,608 | $322,525,639 | $16,032,893 | $338,558,532 |
| 82 | WEALTH EFFECTS | $416,141 | $330,000,000 | — | $330,000,000 |
| 83 | GRAY PRIVATE WEALTH, LLC | $1,535,497 | $328,103,982 | $492,339 | $328,596,321 |
| 84 | CUTLER CAPITAL MANAGEMENT | $1,734,056 | $322,534,365 | — | $322,534,365 |
| 85 | STONEHEARTH CAPITAL MANAGEMENT | $252,554 | $310,641,843 | — | $310,641,843 |
| 86 | FAIRFIELD FINANCIAL ADVISORS | $703,351 | $35,564,614 | $274,612,963 | $310,177,577 |
| 87 | ABBOT FINANCIAL MANAGEMENT, INC | $659,741 | $309,418,564 | — | $309,418,564 |
| 88 | PERENNIAL ADVISORS GROUP, LLC | $392,739 | $298,874,238 | — | $298,874,238 |
| 89 | PROCTOR FINANCIAL | $1,332,991 | $293,258,116 | — | $293,258,116 |
| 90 | EXCHANGE PLACE ADVISORS, LLC | $453,096 | $293,153,209 | — | $293,153,209 |
| 91 | COX CAPITAL MANAGEMENT LLC | $722,315 | $286,036,701 | — | $286,036,701 |
| 92 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 93 | ARTEMIS FINANCIAL ADVISORS | $806,625 | $265,379,677 | — | $265,379,677 |
| 94 | BEACON FINANCIAL PLANNING, INC | $338,516 | $260,657,661 | — | $260,657,661 |
| 95 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 96 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 97 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
| 98 | COTTAGE STREET ADVISORS | $2,337,990 | $233,798,953 | — | $233,798,953 |
| 99 | DIVERSIFIED FINANCIAL MANAGEMENT | $566,367 | $108,752,602 | $122,325,044 | $231,077,646 |
| 100 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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) not one who is an insurance company or agency.
Database last updated on July 2021.
