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
1Boston Private Wealth$978,664$12,697,123,638$618,579,481$13,315,703,119
2The Colony Group, Llc$769,388$9,833,557,577$1,717,266,493$11,550,824,070
3Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
4Adviser Investments$546,445$5,836,032,941$5,836,032,941
5Welch & Forbes Llc$1,980,842$5,261,339,207$328,596,851$5,589,936,058
6Choate Investment Advisors$2,170,810$4,485,087,563$661,903,297$5,146,990,860
7Ropes Wealth Advisors$1,861,760$4,883,134,774$130,585,803$5,013,720,577
8Prio Wealth Limited Partnership$2,030,648$3,088,616,263$3,088,616,263
9Twin Focus Capital Partners, Llc$28,049,642$2,694,396,188$194,716,894$2,889,113,082
10F L Putnam Investment Management Co.$941,641$2,766,710,777$18,662,501$2,785,373,278
11Congress Wealth Management Llc$938,894$2,320,940,879$11,271,928$2,332,212,807
12New England Private Wealth Advisors, Llc$863,279$1,606,554,074$514,523,611$2,121,077,685
13Battery Global Advisors, Llc$26,567,568$997,100,000$968,900,000$1,966,000,000
14Birch Hill Investment Advisors Llc$1,692,594$1,960,763,981$2,644,796$1,963,408,777
15Rinet Company, Llc$1,185,436$1,822,627,490$122,673,074$1,945,300,564
16Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
17Argent Wealth Management, Llc$923,664$1,653,948,483$140,730,753$1,794,679,236
18Windrose Advisors Llc$22,675,166$377,273,459$1,414,064,670$1,791,338,129
19Heritage Financial Services, Llc$364,258$1,601,277,179$1,601,277,179
20North American Management Corp$1,718,458$1,329,334,776$234,461,640$1,563,796,416
21Breeds Hill Capital Llc$3,295,195$107,923,825$1,302,419,524$1,410,343,349
22Mg Financial Llc$10,293,787$1,142,620,384$41,165,128$1,183,785,512
23Daintree Advisors Llc$864,986$1,127,964,000$23,332,000$1,151,296,000
24Tfc Financial Management Inc$928,027$1,079,946,959$2,132,927$1,082,079,886
25Fiduciary Wealth Partners, Llc$5,357,639$964,375,024$964,375,024
26Wingate Wealth Advisors, Inc.$340,578$626,440,049$293,460,560$919,900,609
27Boston Hill Advisors, Llc$254,470$738,652,006$34,173,360$772,825,366
28Cabot Wealth Management$457,445$759,816,252$759,816,252
29The Financial Advisors, Llc$361,709$703,867,978$27,868,491$731,736,469
30New England Investment & Retirement Group, Inc.$317,358$652,339,207$2,686,877$655,026,084
31Barry Investment Advisors, Llc$458,759$552,511,214$91,127,308$643,638,522
32Minot Wealth Management Llc$1,465,554$634,093,566$491,412$634,584,978
33Stage Harbor Financial$750,857$631,470,357$631,470,357
34Derby And Company Inc$705,366$622,132,744$622,132,744
35Montis Financial, Llc$551,123$600,200,000$13,200,000$613,400,000
36Berkshire Money Management, Inc.$363,151$609,003,770$609,003,770
37Ferris Capital, Llc$971,202$591,013,275$1,419,799$592,433,074
38The Berry Group$518,727$498,806,243$54,156,296$552,962,539
39Pinney & Scofield, Inc.$512,158$548,008,928$548,008,928
40Sensible Financial Planning And Management, Llc$397,180$472,830,355$62,964,903$535,795,258
41Excalibur Management Corp$631,786$469,290,000$15,922,000$485,212,000
42Aevitas Wealth Management, Inc.$327,868$453,635,883$11,937,003$465,572,886
43Mcnamara Financial Services, Inc.$195,020$444,058,798$9,751,981$453,810,779
44Boston Research And Management, Inc.$1,096,319$446,201,807$446,201,807
45Claro Advisors, Llc$317,079$423,349,430$20,243,757$443,593,187
46Via Global Advisors Llc$1,277,423$206,164,077$229,436,997$435,601,074
47Timber Creek Capital Management, Llc$10,280,952$431,800,000$431,800,000
48Wellesley Investment Partners, Llc$679,911$388,979,601$30,525,788$419,505,389
49The Relaxing Retirement Coach, Inc.$1,546,361$417,517,508$417,517,508
50Great Point Wealth Advisors, Llc$438,215$356,585,000$59,281,000$415,866,000
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Showing 1 to 50 of 103 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.