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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
301Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
302Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
303Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
304Boston Mountain Money Management, Inc.$370,815$147,213,513$147,213,513
305Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
306Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
307Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
308Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
309Bourgeon Capital Management LLC$1,978,249$649,300,000$51,000,000$700,300,000
310Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
311Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
312Boyle Capital Management, L.L.C.$130,363$234,462,158$28,480,188$262,942,346
313BPC Advisors LLC$346,128$111,453,114$111,453,114
314Bradley & Company Private Wealth Management, LLC$483,552$119,604,981$10,470,382$130,075,363
315Bradley Foster & Sargent Inc$1,404,959$4,878,800,319$623,071$4,879,423,390
316Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
317Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
318Brand Asset Management Group, Inc.$605,303$668,472,563$39,126,673$707,599,236
319Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
320Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
321Brazos Capital, LLC$414,096$113,462,403$113,462,403
322BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
323Breakwater Capital, LLC$320,972$125,500,000$125,500,000
324Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
325Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
326Breen Wealth Management, LLC$366,607$170,472,028$170,472,028
327Breiter Capital Management Inc$590,842$314,327,980$314,327,980
328Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
329Breton Financial, Inc.$4,451,472$160,252,982$160,252,982
330Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
331Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
332Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
333Brickley Wealth Management$1,272,534$600,635,890$600,635,890
334Bridgecreek Investment Management, LLC$14,919,355$925,000,000$925,000,000
335Bridgewater Advisors Inc.$740,371$1,744,313,109$1,744,313,109
336BRIGGS ADVISORY GROUP, INC.$390,059$330,380,294$330,380,294
337Briggs Wealth Management, Inc.$342,344$147,917,001$54,408,208$202,325,209
338Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
339Bright Investments, LLC$1,468,871$106,954,727$1,741,744$108,696,471
340Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
341Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
342Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
343Brightworth, LLC$630,123$4,583,516,499$4,583,516,499
344Brio Consultants, LLC$763,900$472,853,885$472,853,885
345Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
346Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
347Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
348Brown Mcleod, Inc$393,308$228,889,226$2,769,003$231,658,229
349Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
350Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
« Previous PageNext Page »

Showing 301 to 350 of 2,412 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.