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