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
2LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
3BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
4ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
5ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
6THE BOLLARD GROUP LLC$9,604,353$5,504,246,728$66,278,228$5,570,524,956
7CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
8ROPES WEALTH ADVISORS$1,861,760$4,883,134,774$130,585,803$5,013,720,577
9PRIO WEALTH LIMITED PARTNERSHIP$2,030,648$3,088,616,263$3,088,616,263
10TWIN FOCUS CAPITAL PARTNERS, LLC$28,049,642$2,694,396,188$194,716,894$2,889,113,082
11BOSTON FINANCIAL MANAGEMENT LLC$1,325,990$2,767,994,167$78,907,311$2,846,901,478
12F L PUTNAM INVESTMENT MANAGEMENT CO.$941,641$2,766,710,777$18,662,501$2,785,373,278
13REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC$3,635,618$2,278,265,588$193,954,522$2,472,220,110
14CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
15NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC$863,279$1,606,554,074$514,523,611$2,121,077,685
16BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
17BIRCH HILL INVESTMENT ADVISORS LLC$1,692,594$1,960,763,981$2,644,796$1,963,408,777
18RINET COMPANY, LLC$1,185,436$1,822,627,490$122,673,074$1,945,300,564
19ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
20WINDROSE ADVISORS LLC$22,675,166$377,273,459$1,414,064,670$1,791,338,129
21HERITAGE FINANCIAL SERVICES, LLC$364,258$1,601,277,179$1,601,277,179
22NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
23BREEDS HILL CAPITAL LLC$3,295,195$107,923,825$1,302,419,524$1,410,343,349
24MG FINANCIAL LLC$10,293,787$1,142,620,384$41,165,128$1,183,785,512
25DAINTREE ADVISORS LLC$864,986$1,127,964,000$23,332,000$1,151,296,000
26TFC FINANCIAL MANAGEMENT INC$928,027$1,079,946,959$2,132,927$1,082,079,886
27FIDUCIARY WEALTH PARTNERS, LLC$5,357,639$964,375,024$964,375,024
28WINGATE WEALTH ADVISORS, INC.$340,578$626,440,049$293,460,560$919,900,609
29BOSTON HILL ADVISORS, LLC$254,470$738,652,006$34,173,360$772,825,366
30CABOT WEALTH MANAGEMENT$457,445$759,816,252$759,816,252
31THE FINANCIAL ADVISORS, LLC$361,709$703,867,978$27,868,491$731,736,469
32O'BRIEN WEALTH PARTNERS LLC$407,716$704,125,067$704,125,067
33NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.$317,358$652,339,207$2,686,877$655,026,084
34BARRY INVESTMENT ADVISORS, LLC$458,759$552,511,214$91,127,308$643,638,522
35MINOT WEALTH MANAGEMENT LLC$1,465,554$634,093,566$491,412$634,584,978
36STAGE HARBOR FINANCIAL$750,857$631,470,357$631,470,357
37NORTHSTAR ASSET MANAGEMENT INC$1,323,581$589,057,253$36,996,634$626,053,887
38AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
39DERBY AND COMPANY INC$705,366$622,132,744$622,132,744
40MONTIS FINANCIAL, LLC$551,123$600,200,000$13,200,000$613,400,000
41BERKSHIRE MONEY MANAGEMENT, INC.$363,151$609,003,770$609,003,770
42FERRIS CAPITAL, LLC$971,202$591,013,275$1,419,799$592,433,074
43THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
44PINNEY & SCOFIELD, INC.$512,158$548,008,928$548,008,928
45SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$397,180$472,830,355$62,964,903$535,795,258
46EXCALIBUR MANAGEMENT CORP$631,786$469,290,000$15,922,000$485,212,000
47AEVITAS WEALTH MANAGEMENT, INC.$327,868$453,635,883$11,937,003$465,572,886
48MCNAMARA FINANCIAL SERVICES, INC.$195,020$444,058,798$9,751,981$453,810,779
49BOSTON RESEARCH AND MANAGEMENT, INC.$1,096,319$446,201,807$446,201,807
50CLARO ADVISORS, LLC$317,079$423,349,430$20,243,757$443,593,187
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Showing 1 to 50 of 113 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 Sabrina Straub.

*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.