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
101Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
102Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
103Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
104Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
105Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
106Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
107Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
108Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
109Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
110Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
111Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
112Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
113Barker Financial Group, Inc.$349,835$194,699,776$1,208,009$195,907,785
114Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
115Atwater Wealth Management, Inc.$556,017$144,506,152$3,394,492$147,900,644
116ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
117Assetgrade, LLC$300,333$160,620,386$658,274$161,278,660
118Asset Management Resources, LLC$254,777$180,265,869$14,384,015$194,649,884
119Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
120ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
121Aevitas Wealth Management, Inc.$391,567$486,684,864$14,912,568$501,597,432
122Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
123Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
124Adcm, LLC$347,389$130,618,137$130,618,137
125Abbot Financial Management, Inc$494,183$212,992,975$212,992,975
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Showing 101 to 125 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 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.