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
1Aequitas Investment Advisors, LLC$562,902$547,703,215$547,703,215
2Sechrest Financial Services$2,721,429$114,300,000$114,300,000
3Cambridge Cape Cod Advisors$288,135$107,186,161$107,186,161
4Monument Group Wealth Advisors, Llc$407,949$103,211,000$103,211,000
5Diversified Financial Management$468,109$53,300,970$94,621,390$147,922,360
6Breeds Hill Capital LLC$1,749,109$65,209,982$713,143,716$778,353,698
7Lenk Ladner Investment Solutions LLC$421,531$107,314,198$36,849,298$144,163,496
8Via Global Advisors LLC$933,204$108,180,973$227,772,338$335,953,311
9South Shore Capital Advisors, LLC$1,012,003$113,651,553$56,365,014$170,016,567
10Finarc Investments, Inc.$290,161$117,224,911$117,224,911
11Woodside Wealth Management$381,882$121,707,175$113,102$121,820,277
12Sandy Cove Advisors, LLC$425,609$156,337,730$33,909,705$190,247,435
13Michael J. Crew, Investment Advisor$1,588,073$173,100,000$173,100,000
14Cottage Street Advisors$2,272,466$186,342,237$186,342,237
15Abbot Financial Management, Inc$516,183$187,890,493$187,890,493
16Exchange Place Advisors, LLC$366,083$188,532,983$188,532,983
17Single Point Partners$419,131$189,452,612$3,347,572$192,800,184
18Perennial Advisors Group, LLC$287,597$191,539,322$191,539,322
19Carl P. Sherr & Co., LLC$347,173$197,369,730$22,738,205$220,107,935
20Little House Capital, LLC$568,370$198,136,767$12,728,361$210,865,128
21Cooper Lapman Financial, LLC$727,580$208,815,470$208,815,470
22Resolute Financial, LLC$191,826$226,553,615$43,153,069$269,706,684
23White Lighthouse Investment Management, Inc.$385,013$229,003,143$18,945,479$247,948,622
24Guidance Point Advisors$655,502$241,880,204$241,880,204
25Beck Bode Wealth Management, LLC$142,451$254,702,000$254,702,000
26Peddock Capital Advisors, LLC$1,372,773$255,103,789$15,332,535$270,436,324
27Claybrook Capital, LLC$4,541,982$258,892,974$258,892,974
28Wealth Management Advisors, LLC$293,738$261,234,926$4,010,438$265,245,364
29Thompson Wealth Management, Ltd..$509,727$263,999,383$2,587,583$266,586,966
30Monument Group Wealth Advisors$941,868$271,800,117$5,109,000$276,909,117
31Great Point Wealth Advisors, LLC$380,749$274,649,000$61,933,000$336,582,000
32Jonathan D. Pond$336,113$280,318,383$280,318,383
33Bromfield Financial Advisory Group, Inc.$1,047,795$293,382,558$293,382,558
34The Relaxing Retirement Coach, Inc.$1,344,716$363,073,217$363,073,217
35Timber Creek Capital Management$9,032,857$379,380,000$379,380,000
36Excalibur Management Corp$728,020$384,486,228$17,380,637$401,866,865
37Boston Research and Management, Inc.$928,649$385,389,223$385,389,223
38Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
39Montis Financial, LLC$451,678$498,700,000$12,600,000$511,300,000
40Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
41Barry Investment Advisors, LLC$431,964$506,282,882$95,874,481$602,157,363
42Stage Harbor Financial, LLC$723,342$543,229,967$543,229,967
43Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
44Ferris Capital$828,627$575,050,460$2,502,898$577,553,358
45Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
46Fiduciary Wealth Partners, LLC$4,423,601$832,428,854$34,596,925$867,025,779
47TFC Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
48Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
49MG Financial$8,847,049$972,861,164$35,702,423$1,008,563,587
50Daintree Advisors$779,946$1,023,474,000$13,854,000$1,037,328,000
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Showing 1 to 50 of 69 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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