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
1Morgillo Financial Management$187,602$111,000,000$4,000,000$115,000,000
2Beacon Financial Planning, Inc.$223,058$143,203,462$143,203,462
3Proctor Financial$227,273$207,273,037$207,273,037
4Asset Management Resources, LLC$233,181$126,343,340$16,363,642$142,706,982
5Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
6New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
7Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
81620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
9Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
10Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
11FSA Wealth Management$309,651$231,000,000$231,000,000
12The Financial Advisors, LLC$316,394$573,210,136$23,193,214$596,403,350
13Sensible Financial Planning and Management$339,882$364,379,523$61,832,477$426,212,000
14West Branch Capital$340,663$314,503,682$9,125,734$323,629,416
15O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
16Shorepoint Capital Partners LLC$394,072$302,127,814$17,858,724$319,986,538
17Fairfield Financial Advisors$432,512$22,857,707$151,877,159$174,734,866
18Riverview Capital Advisers$508,700$165,924,841$37,555,169$203,480,010
19Florek Financial, LLC$520,199$232,529,000$232,529,000
20Cox Capital Management LLC$561,869$159,008,899$159,008,899
21Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
22Cape Ann Capital, Inc.$643,910$126,233,748$1,260,425$127,494,173
23Wellesley Investment Partners, LLC$769,086$342,315,758$67,606,902$409,922,660
24New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
25Renaissance Investment Group, LLC$801,711$288,097,218$16,553,120$304,650,338
26Concordia Wealth Management, LLC$1,232,314$120,483,820$23,696,946$144,180,766
27Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351
28Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
29Traub Capital Management$1,325,322$107,351,052$107,351,052
30North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
31Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
32Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826

Showing 1 to 32 of 32 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 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.

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