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
1Symmetry Partners$203,157$4,376,000,000$0$4,376,000,000
2Chilton Investment Services$3,611,498$3,907,202,000$43,777,000$3,950,979,000
3Bradley Foster & Sargent Inc$1,168,273$3,518,259,945$68,339,263$3,586,599,208
4Northeast Financial Consultants, Inc$1,550,329$1,477,334,039$1,441,934,927$2,919,268,966
5Coastal Bridge Advisors$549,465$2,374,786,806$0$2,374,786,806
6Beirne Wealth Consulting Services, LLC$710,140$890,427,128$1,404,745,814$2,295,172,942
7Northcoast Asset Management LLC$337,444$1,781,703,514$0$1,781,703,514
8RZH Advisors LLC$975,908$854,243,500$16,266,700$870,510,200
9Eagle Ridge Investment Management LLC$1,166,375$724,078,495$53,893,937$777,972,432
10Diastole Wealth Management$671,590$196,688,395$568,252,451$764,940,846
11HFM Wealth Management$4,516,386$701,859,408$34,311,500$736,170,908
12Fierston Financial Group Inc$734,468$655,145,579$0$655,145,579
13Castlekeep Investment Advisors$4,293,980$99,910,000$552,775,000$652,685,000
14Apella Capital$309,110$604,000,000$0$604,000,000
15HTG Investment Advisors Inc$440,543$548,475,895$0$548,475,895
16Baxter Investment Management$669,084$501,144,000$0$501,144,000
17New England Guild Wealth Advisors, Inc.$1,633,953$393,460,540$322,054$393,782,594
18Bourgeon Capital Management LLC$1,071,835$315,300,000$23,400,000$338,700,000
19Gilman Hill Asset Management$888,372$326,032,648$0$326,032,648
20Mark Sheptoff Financial Planning$314,367$303,678,661$0$303,678,661
21Regent Wealth Management Group$500,733$286,934,602$5,493,181$292,427,783
22Wooster Corthell Wealth Management, Inc.$351,224$283,788,803$0$283,788,803
23Conifer Investments Ltd.$13,923,151$40,435,038$238,027,979$278,463,017
24Mullaney Keating & Wright Inc$561,485$257,798,844$15,082,636$272,881,480
25Oak Financial Group Inc$967,288$215,041,920$663,294$215,705,214
26Monte Financial Group$820,404$210,843,915$0$210,843,915
27Charter Research & Investment Group Inc$559,601$202,575,398$0$202,575,398
28Sagebroadview Financial Planning, LLC$425,378$195,248,671$0$195,248,671
29Pinnacle Investment Management Inc$278,329$180,255,929$11,790,804$192,046,733
30Benemark, Inc$701,998$0$187,433,571$187,433,571
31Scholtz & Co$762,967$180,823,139$0$180,823,139
32Drum Hill Capital$938,438$147,637,473$27,850,483$175,487,956
33Jeffrey N. Mehler, CFP$142,830$103,945,305$65,594,285$169,539,590
34Nauset Wealth Management, LLC$367,763$168,803,334$0$168,803,334
35John A. Bysko Associates$667,687$157,574,087$0$157,574,087
36Briggs Wealth Management, Inc.$283,814$101,038,184$53,356,612$154,394,796
37Sightline Wealth Advisors, LLC$197,024$105,851,618$48,418,259$154,269,877
38CTMA Wealth Management$264,204$137,385,931$0$137,385,931
39Asset Strategies, Inc.$952,083$134,243,722$0$134,243,722
40Caim LLC$628,808$128,514,933$4,792,310$133,307,243
41Raylign Advisory$1,814,843$127,038,005$989$127,038,994
42Personal Business Management Group Ltd.$923,639$120,073,006$0$120,073,006
43Thames Financial Management$329,472$45,359,800$73,579,500$118,939,300
44Jack Point Advisors, LLC$2,300,000$115,000,000$0$115,000,000
45Falcon Capital Management Inc$1,179,789$105,687,000$6,393,000$112,080,000
46Spoor, T. Richard$1,502,408$59,092,458$46,076,112$105,168,570
47Kennedy Wealth And Tax Management, Inc.$407,905$96,000,000$7,200,000$103,200,000

Showing 1 to 47 of 47 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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