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 | NDVR | $18,100,000 | $108,600,000 | — | $108,600,000 |
| 52 | NBW CAPITAL LLC | $1,794,998 | $495,419,489 | — | $495,419,489 |
| 53 | MOODY, LYNN & LIEBERSON, LLC | $2,062,553 | $1,829,484,751 | — | $1,829,484,751 |
| 54 | MONUMENT GROUP WEALTH ADVISORS, LLC | $998,613 | $449,602,228 | $6,764,000 | $456,366,228 |
| 55 | MONTIS FINANCIAL, LLC | $639,487 | $746,100,000 | $2,100,000 | $748,200,000 |
| 56 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 57 | MICHAEL J. CREW, INVESTMENT ADVISOR | $1,107,765 | $153,979,300 | — | $153,979,300 |
| 58 | MG FINANCIAL LLC | $10,700,987 | $1,252,015,531 | — | $1,252,015,531 |
| 59 | MERIDIAN FINANCIAL, LLC | $1,443,328 | $186,189,298 | — | $186,189,298 |
| 60 | MCNAMARA FINANCIAL SERVICES, INC. | $230,865 | $589,168,381 | — | $589,168,381 |
| 61 | LITTLE HOUSE CAPITAL, LLC | $796,608 | $322,525,639 | $16,032,893 | $338,558,532 |
| 62 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
| 63 | KRAEMATON INVESTMENT ADVISORS, INC | $383,980 | $193,141,913 | — | $193,141,913 |
| 64 | KELLY FINANCIAL SERVICES LLC | $120,087 | $364,282,219 | $26,960,277 | $391,242,496 |
| 65 | KASTEL CAPITAL ADVISORS, LLC | $734,547 | $83,268,000 | $34,994,000 | $118,262,000 |
| 66 | JONATHAN D. POND, LLC | $2,203,112 | $398,763,287 | — | $398,763,287 |
| 67 | INNOVATIVE ADVISORY GROUP | $165,655 | $136,500,000 | — | $136,500,000 |
| 68 | HIGH PINES WEALTH MANAGEMENT LLC | $949,708 | $222,592,608 | $588,855 | $223,181,463 |
| 69 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 70 | GREAT POINT WEALTH ADVISORS, LLC | $523,757 | $518,857,000 | $30,040,000 | $548,897,000 |
| 71 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 72 | GRAY PRIVATE WEALTH, LLC | $1,535,497 | $328,103,982 | $492,339 | $328,596,321 |
| 73 | GENESIS WEALTH ADVISORS, LLC | $325,354 | $210,829,362 | — | $210,829,362 |
| 74 | FOUR PONDS FINANCIAL PLANNING | $352,047 | $101,208,345 | $12,854,753 | $114,063,098 |
| 75 | FORNESS FINANCIAL LLC | $238,231 | $167,000,000 | — | $167,000,000 |
| 76 | FMA WEALTH MANAGEMENT, LLC | $360,841 | $147,060,868 | $9,544,202 | $156,605,070 |
| 77 | FLYING POINT FINANCIAL, INC. | $282,794 | $166,000,000 | — | $166,000,000 |
| 78 | FLOREK FINANCIAL, LLC | $747,696 | — | $373,848,000 | $373,848,000 |
| 79 | FINIVI INC. | $220,537 | $202,138,647 | $20,603,664 | $222,742,311 |
| 80 | FINER WEALTH MANAGEMENT, INC. | $266,892 | $163,871,463 | — | $163,871,463 |
| 81 | FINARC INVESTMENTS, INC. | $400,441 | $152,567,923 | — | $152,567,923 |
| 82 | FINANCIALLY IN TUNE | $245,428 | $161,922,604 | $9,385,806 | $171,308,410 |
| 83 | FINANCIAL SOLUTIONS ASSOCIATES | $288,100 | $137,712,000 | — | $137,712,000 |
| 84 | FINANCIAL SOLUTIONS ASSOCIATES | $864,907 | $130,600,885 | — | $130,600,885 |
| 85 | FINANCIAL PLANNING SOLUTIONS, LLC | $213,163 | $190,366,859 | $24,927,965 | $215,294,824 |
| 86 | FIDUCIARY WEALTH PARTNERS, LLC | $3,718,618 | $1,299,682,894 | $176,608,543 | $1,476,291,437 |
| 87 | FERRIS CAPITAL, LLC | $1,228,763 | $755,689,292 | — | $755,689,292 |
| 88 | FENWAY FINANCIAL ADVISORS, LLC | $502,784 | — | $166,924,168 | $166,924,168 |
| 89 | FAIRFIELD FINANCIAL ADVISORS | $703,351 | $35,564,614 | $274,612,963 | $310,177,577 |
| 90 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 91 | EXCHANGE PLACE ADVISORS, LLC | $453,096 | $293,153,209 | — | $293,153,209 |
| 92 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 93 | ETRE LLC | $2,593,672 | $132,277,251 | — | $132,277,251 |
| 94 | DIVERSIFIED FINANCIAL MANAGEMENT | $566,367 | $108,752,602 | $122,325,044 | $231,077,646 |
| 95 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 96 | CUTLER CAPITAL MANAGEMENT | $1,734,056 | $322,534,365 | — | $322,534,365 |
| 97 | COX CAPITAL MANAGEMENT LLC | $722,315 | $286,036,701 | — | $286,036,701 |
| 98 | COTTAGE STREET ADVISORS | $2,337,990 | $233,798,953 | — | $233,798,953 |
| 99 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
| 100 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
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.
