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
1Traub Capital Management$1,325,322$107,351,052$107,351,052
2Morgillo Financial Management$187,602$111,000,000$4,000,000$115,000,000
31620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
4Cape Ann Capital, Inc.$643,910$126,233,748$1,260,425$127,494,173
5Asset Management Resources, LLC$233,181$126,343,340$16,363,642$142,706,982
6Beacon Financial Planning, Inc.$223,058$143,203,462$143,203,462
7Concordia Wealth Management, LLC$1,232,314$120,483,820$23,696,946$144,180,766
8Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
9Cox Capital Management LLC$561,869$159,008,899$159,008,899
10Fairfield Financial Advisors$432,512$22,857,707$151,877,159$174,734,866
11Riverview Capital Advisers$508,700$165,924,841$37,555,169$203,480,010
12Proctor Financial$227,273$207,273,037$207,273,037
13FSA Wealth Management$309,651$231,000,000$231,000,000
14Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
15Florek Financial, LLC$520,199$232,529,000$232,529,000
16Renaissance Investment Group, LLC$801,711$288,097,218$16,553,120$304,650,338
17Shorepoint Capital Partners LLC$394,072$302,127,814$17,858,724$319,986,538
18West Branch Capital$340,663$314,503,682$9,125,734$323,629,416
19Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
20Wellesley Investment Partners, LLC$769,086$342,315,758$67,606,902$409,922,660
21Sensible Financial Planning and Management$339,882$364,379,523$61,832,477$426,212,000
22Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
23New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
24Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
25O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
26The Financial Advisors, LLC$316,394$573,210,136$23,193,214$596,403,350
27Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
28North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
29Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826
30New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
31Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
32Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351

Showing 1 to 32 of 32 entries

Page 1

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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.