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
51Financially In Tune, LLC$219,203$129,790,493$10,280,339$140,070,832
52Finarc Investments, Inc.$361,307$144,884,068$144,884,068
53Florek Financial, LLC$693,515$336,355,000$336,355,000
54Flying Point Financial, Inc.$262,477$136,000,000$6,000,000$142,000,000
55Forness Financial LLC$210,379$150,000,000$150,000,000
56Gray Private Wealth, LLC$1,300,826$233,723,642$425,078$234,148,720
57Great Point Wealth Advisors, LLC$472,467$412,015,000$57,145,000$469,160,000
58GUIDANCE POINT ADVISORS, LLC$754,351$294,196,903$294,196,903
59Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
60High Pines Wealth Management LLC$965,214$191,623,483$454,006$192,077,489
61Jonathan D. Pond, LLC$1,953,296$353,546,529$353,546,529
62Kastel Capital Advisors, LLC$713,426$70,180,070$36,120,388$106,300,458
63Kraematon Investment Advisors, Inc$363,368$171,146,308$171,146,308
64Lenk Ladner Investment Solutions LLC$507,795$129,228,994$44,944,793$174,173,787
65Little House Capital, LLC$618,023$224,285,567$1,292,663$225,578,230
66Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
67McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
68Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
69MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
70Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
71Montis Financial, LLC$580,175$647,400,000$14,000,000$661,400,000
72Monument Group Wealth Advisors, LLC$988,709$372,256,931$5,430,000$377,686,931
73New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
74New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
75NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
76Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
77O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
78Peak Financial Management Inc$324,647$360,682,330$360,682,330
79Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
80Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
81Perennial Advisors Group, LLC$360,490$268,925,325$268,925,325
82Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
83Polaris Advisors, LLC$577,810$104,098,495$31,109,040$135,207,535
84Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
85Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
86Renaissance Investment Group, LLC$1,043,179$437,471,219$15,268,432$452,739,651
87Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
88Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
89Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
90Riverview Capital Advisers LLC$798,049$327,966,174$56,693,324$384,659,498
91Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
92Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
93Sandy Cove Advisors, LLC$513,827$266,042,142$51,503,090$317,545,232
94Savior LLC$222,025$221,136,495$37,301,054$258,437,549
95Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
96Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
97Shorepoint Capital Partners LLC$438,831$359,021,000$23,640,000$382,661,000
98Single Point Partners, LLC$476,131$381,546,257$9,356,900$390,903,157
99South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
100Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
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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 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.