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 LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
2Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
3Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
4Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
5Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
6The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
7ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
8Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
9F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
10Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
11Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
12Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
13Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
14CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
15Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
16Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
17Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
18Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
19New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
20ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
21NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
22Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
23TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
24MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
25Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
26Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
27Cabot Wealth Management$538,492$933,206,426$933,206,426
28Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
29O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
30Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
31The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
32New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
33Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
34Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
35Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
36Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
37Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
38Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
39Montis Financial, LLC$580,175$647,400,000$14,000,000$661,400,000
40Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
41Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
42Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
43Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
44McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
45Excalibur Management Corp$656,956$505,979,641$13,015,607$518,995,248
46THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
47Aevitas Wealth Management, Inc.$391,567$486,684,864$14,912,568$501,597,432
48Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
49Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
50Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
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Showing 1 to 50 of 125 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.