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 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 2 | AUREUS ASSET MANAGEMENT, LLC | $8,047,266 | $1,873,562,917 | $4,121,650,157 | $5,995,213,074 |
| 3 | CAMBRIDGE ASSOCIATES LTD LLC | $245,570,008 | $507,896,973 | $5,385,783,212 | $5,893,680,185 |
| 4 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
| 5 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 6 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 7 | PRIO WEALTH LP | $2,430,888 | $4,081,461,007 | — | $4,081,461,007 |
| 8 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | $4,750,173 | $3,581,046,117 | $323,595,906 | $3,904,642,023 |
| 9 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 10 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 11 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 12 | BEAUMONT FINANCIAL PARTNERS LLC | $837,125 | $2,189,389,448 | $837,653,418 | $3,027,042,866 |
| 13 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | $1,026,409 | $2,176,826,843 | $396,381,640 | $2,573,208,483 |
| 14 | BIRCH HILL INVESTMENT ADVISORS LLC | $2,059,942 | $2,511,069,033 | — | $2,511,069,033 |
| 15 | WINDROSE ADVISORS LLC | $24,266,337 | $764,577,403 | $1,710,589,006 | $2,475,166,409 |
| 16 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 17 | BREEDS HILL CAPITAL LLC | $3,863,645 | $238,070,308 | $1,693,752,020 | $1,931,822,328 |
| 18 | MOODY, LYNN & LIEBERSON, LLC | $2,062,553 | $1,829,484,751 | — | $1,829,484,751 |
| 19 | FIDUCIARY WEALTH PARTNERS, LLC | $3,718,618 | $1,299,682,894 | $176,608,543 | $1,476,291,437 |
| 20 | TFC FINANCIAL MANAGEMENT INC | $1,116,163 | $1,394,087,469 | — | $1,394,087,469 |
| 21 | 3EDGE ASSET MANAGEMENT, LP | $695,104 | $1,365,183,580 | — | $1,365,183,580 |
| 22 | MG FINANCIAL LLC | $10,700,987 | $1,252,015,531 | — | $1,252,015,531 |
| 23 | WINGATE WEALTH ADVISORS, INC. | $409,507 | $798,962,344 | $326,772,849 | $1,125,735,193 |
| 24 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 25 | CABOT WEALTH MANAGEMENT | $629,132 | $1,101,610,638 | — | $1,101,610,638 |
| 26 | BOSTON HILL ADVISORS, LLC | $313,120 | $954,719,498 | $47,577,259 | $1,002,296,757 |
| 27 | THE FINANCIAL ADVISORS, LLC | $451,071 | $938,355,596 | $36,407,885 | $974,763,481 |
| 28 | O'BRIEN WEALTH PARTNERS LLC | $506,775 | $948,175,951 | — | $948,175,951 |
| 29 | BERKSHIRE MONEY MANAGEMENT, INC. | $443,571 | $853,221,718 | $209,642 | $853,431,360 |
| 30 | STAGE HARBOR FINANCIAL | $834,702 | $836,371,229 | — | $836,371,229 |
| 31 | BAY COLONY ADVISORS | $499,405 | $731,879,130 | $73,661,895 | $805,541,025 |
| 32 | NORTHSTAR ASSET MANAGEMENT INC | $1,696,443 | $792,239,004 | — | $792,239,004 |
| 33 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
| 34 | CLARO ADVISORS, LLC | $360,754 | $718,444,407 | $44,550,008 | $762,994,415 |
| 35 | FERRIS CAPITAL, LLC | $1,228,763 | $755,689,292 | — | $755,689,292 |
| 36 | BARRY INVESTMENT ADVISORS, LLC | $509,875 | $599,892,469 | $150,133,720 | $750,026,189 |
| 37 | MONTIS FINANCIAL, LLC | $639,487 | $746,100,000 | $2,100,000 | $748,200,000 |
| 38 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | $466,020 | $684,461,657 | $46,257,370 | $730,719,027 |
| 39 | AEQUITAS INVESTMENT ADVISORS, LLC | $545,708 | — | $684,863,869 | $684,863,869 |
| 40 | SACHETTA, LLC | $331,227 | $660,918,091 | $15,116,217 | $676,034,308 |
| 41 | PINNEY & SCOFIELD, INC. | $586,786 | $664,829,088 | — | $664,829,088 |
| 42 | 93 FINANCIAL GROUP, LLC | $271,898 | $629,444,458 | — | $629,444,458 |
| 43 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 44 | MCNAMARA FINANCIAL SERVICES, INC. | $230,865 | $589,168,381 | — | $589,168,381 |
| 45 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 46 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 47 | GREAT POINT WEALTH ADVISORS, LLC | $523,757 | $518,857,000 | $30,040,000 | $548,897,000 |
| 48 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 49 | RENAISSANCE INVESTMENT GROUP, LLC | $1,178,482 | $528,294,779 | $16,163,973 | $544,458,752 |
| 50 | THE RELAXING RETIREMENT COACH, INC. | $485,304 | $536,260,452 | — | $536,260,452 |
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.
