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 |
|---|---|---|---|---|---|
| 1 | CAMBRIDGE ASSOCIATES, LLC | $515,492,187 | $53,128,085,277 | $241,217,953,432 | $294,346,038,709 |
| 2 | CAMBRIDGE ASSOCIATES LTD LLC | $245,570,008 | $507,896,973 | $5,385,783,212 | $5,893,680,185 |
| 3 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 4 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 5 | WINDROSE ADVISORS LLC | $24,266,337 | $764,577,403 | $1,710,589,006 | $2,475,166,409 |
| 6 | NDVR | $18,100,000 | $108,600,000 | — | $108,600,000 |
| 7 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | $12,084,008 | $519,612,353 | — | $519,612,353 |
| 8 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
| 9 | MG FINANCIAL LLC | $10,700,987 | $1,252,015,531 | — | $1,252,015,531 |
| 10 | AUREUS ASSET MANAGEMENT, LLC | $8,047,266 | $1,873,562,917 | $4,121,650,157 | $5,995,213,074 |
| 11 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | $4,750,173 | $3,581,046,117 | $323,595,906 | $3,904,642,023 |
| 12 | CLAYBROOK CAPITAL, LLC | $4,361,107 | $353,249,694 | — | $353,249,694 |
| 13 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | $3,941,081 | $12,546,553,131 | $72,787,752 | $12,619,340,883 |
| 14 | BREEDS HILL CAPITAL LLC | $3,863,645 | $238,070,308 | $1,693,752,020 | $1,931,822,328 |
| 15 | FIDUCIARY WEALTH PARTNERS, LLC | $3,718,618 | $1,299,682,894 | $176,608,543 | $1,476,291,437 |
| 16 | CHOATE INVESTMENT ADVISORS | $2,597,390 | $5,756,751,965 | $830,229,415 | $6,586,981,380 |
| 17 | ETRE LLC | $2,593,672 | $132,277,251 | — | $132,277,251 |
| 18 | TAXBRIDGE FINANCIAL GROUP INC | $2,503,021 | $120,145,000 | — | $120,145,000 |
| 19 | PRIO WEALTH LP | $2,430,888 | $4,081,461,007 | — | $4,081,461,007 |
| 20 | COTTAGE STREET ADVISORS | $2,337,990 | $233,798,953 | — | $233,798,953 |
| 21 | ROPES WEALTH ADVISORS | $2,251,761 | $7,321,643,288 | $181,225,352 | $7,502,868,640 |
| 22 | JONATHAN D. POND, LLC | $2,203,112 | $398,763,287 | — | $398,763,287 |
| 23 | MOODY, LYNN & LIEBERSON, LLC | $2,062,553 | $1,829,484,751 | — | $1,829,484,751 |
| 24 | BIRCH HILL INVESTMENT ADVISORS LLC | $2,059,942 | $2,511,069,033 | — | $2,511,069,033 |
| 25 | BALLENTINE PARTNERS | $2,003,387 | $7,650,881,001 | $2,868,906,345 | $10,519,787,346 |
| 26 | APPLETON PARTNERS, INC. | $1,882,589 | $12,509,801,332 | — | $12,509,801,332 |
| 27 | NBW CAPITAL LLC | $1,794,998 | $495,419,489 | — | $495,419,489 |
| 28 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 29 | CUTLER CAPITAL MANAGEMENT | $1,734,056 | $322,534,365 | — | $322,534,365 |
| 30 | NORTHSTAR ASSET MANAGEMENT INC | $1,696,443 | $792,239,004 | — | $792,239,004 |
| 31 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 32 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 33 | TRAUB CAPITAL MANAGEMENT | $1,581,289 | $148,641,154 | — | $148,641,154 |
| 34 | GRAY PRIVATE WEALTH, LLC | $1,535,497 | $328,103,982 | $492,339 | $328,596,321 |
| 35 | CATALYST FINANCIAL PARTNERS | $1,494,486 | $185,316,206 | — | $185,316,206 |
| 36 | BROMFIELD SNEIDER WEALTH ADVISORS, INC. | $1,476,335 | $432,566,267 | — | $432,566,267 |
| 37 | NEW WORLD ADVISORS LLC | $1,461,903 | $430,409,719 | $5,237,239 | $435,646,958 |
| 38 | MERIDIAN FINANCIAL, LLC | $1,443,328 | $186,189,298 | — | $186,189,298 |
| 39 | PEDDOCK CAPITAL ADVISORS, LLC | $1,390,751 | $455,511,061 | $18,734,874 | $474,245,935 |
| 40 | PROCTOR FINANCIAL | $1,332,991 | $293,258,116 | — | $293,258,116 |
| 41 | ALTSCHULER FINANCIAL SERVICES | $1,326,719 | $204,424,750 | $5,196,788 | $209,621,538 |
| 42 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 43 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
| 44 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 45 | FERRIS CAPITAL, LLC | $1,228,763 | $755,689,292 | — | $755,689,292 |
| 46 | RENAISSANCE INVESTMENT GROUP, LLC | $1,178,482 | $528,294,779 | $16,163,973 | $544,458,752 |
| 47 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 48 | TFC FINANCIAL MANAGEMENT INC | $1,116,163 | $1,394,087,469 | — | $1,394,087,469 |
| 49 | MICHAEL J. CREW, INVESTMENT ADVISOR | $1,107,765 | $153,979,300 | — | $153,979,300 |
| 50 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
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.
