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
51NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
52New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
53New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
54Monument Group Wealth Advisors, LLC$988,709$372,256,931$5,430,000$377,686,931
55Montis Financial, LLC$580,175$647,400,000$14,000,000$661,400,000
56Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
57MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
58Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
59McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
60Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
61Little House Capital, LLC$618,023$224,285,567$1,292,663$225,578,230
62Lenk Ladner Investment Solutions LLC$507,795$129,228,994$44,944,793$174,173,787
63Kraematon Investment Advisors, Inc$363,368$171,146,308$171,146,308
64Kastel Capital Advisors, LLC$713,426$70,180,070$36,120,388$106,300,458
65Jonathan D. Pond, LLC$1,953,296$353,546,529$353,546,529
66High Pines Wealth Management LLC$965,214$191,623,483$454,006$192,077,489
67Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
68GUIDANCE POINT ADVISORS, LLC$754,351$294,196,903$294,196,903
69Great Point Wealth Advisors, LLC$472,467$412,015,000$57,145,000$469,160,000
70Gray Private Wealth, LLC$1,300,826$233,723,642$425,078$234,148,720
71Forness Financial LLC$210,379$150,000,000$150,000,000
72Flying Point Financial, Inc.$262,477$136,000,000$6,000,000$142,000,000
73Florek Financial, LLC$693,515$336,355,000$336,355,000
74Finarc Investments, Inc.$361,307$144,884,068$144,884,068
75Financially In Tune, LLC$219,203$129,790,493$10,280,339$140,070,832
76Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
77Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
78Fenway Financial Advisors, LLC$447,547$128,445,870$128,445,870
79Fenton Gregory Coleman$374,732$152,515,726$152,515,726
80Fairfield Financial Advisors Ltd$620,893$30,681,271$220,159,495$250,840,766
81F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
82Exchange Place Advisors, LLC$440,419$262,929,898$262,929,898
83Excalibur Management Corp$656,956$505,979,641$13,015,607$518,995,248
84Diversified Financial Management Associates, Inc.$489,073$83,086,155$105,695,981$188,782,136
85Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
86Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
87Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
88Crew Michael John$1,194,105$165,980,600$165,980,600
89Cox Capital Management LLC$653,236$234,511,680$234,511,680
90Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
91Cooper Lapman Financial, LLC$988,465$296,539,363$296,539,363
92Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
93Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
94CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
95Concordia Wealth Management, LLC$1,501,478$168,687,598$11,489,736$180,177,334
96Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
97Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
98Carl P. Sherr & Co., LLC$482,518$292,375,677$31,393,627$323,769,304
99Cape Ann Capital, Inc.$356,541$167,756,935$18,714,140$186,471,075
100Cabot Wealth Management$538,492$933,206,426$933,206,426
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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.