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
1Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
2Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
3Northeast Financial Consultants, Inc$2,077,770$2,527,716,253$133,906,894$2,661,623,147
4Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
5Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
6Beirne Wealth Consulting Services, LLC$1,050,189$354,425,321$1,235,561,064$1,589,986,385
7RZH Advisors LLC$914,471$863,260,610$863,260,610
8Eagle Ridge Investment Management LLC$1,071,615$699,962,149$52,311,713$752,273,862
9HFM Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
10Fierston Financial Group Inc$676,381$618,888,954$618,888,954
11Diastole Wealth Management$549,941$217,770,731$386,064,153$603,834,884
12Apella Capital$277,413$549,000,000$549,000,000
13HTG Investment Advisors Inc$455,532$541,627,397$541,627,397
14Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
15Baxter Investment Management$625,952$495,128,283$495,128,283
16Bourgeon Capital Management LLC$1,021,068$314,200,000$29,900,000$344,100,000
17Mark Sheptoff Financial Planning$375,209$315,550,444$315,550,444
18Gilman Hill Asset Management$798,741$312,307,654$312,307,654
19New England Guild Wealth Advisors, Inc.$1,561,378$279,486,742$279,486,742
20Mullaney Keating & Wright Inc$561,485$257,798,844$15,082,636$272,881,480
21Wooster Corthell Wealth Management, Inc.$317,006$271,040,121$271,040,121
22Regent Wealth Management Group$411,533$257,951,946$5,017,913$262,969,859
23Conifer Investments Ltd.$12,696,576$35,602,172$218,329,341$253,931,513
24Monte Financial Group$848,580$228,268,117$228,268,117
25Northeast Financial$180,591$194,744,590$29,549,652$224,294,242
26Benemark, Inc$838,770$194,594,709$194,594,709
27Oak Financial Group Inc$866,758$193,566,267$587,435$194,153,702
28Charter Research & Investment Group Inc$521,858$190,999,931$190,999,931
29Sagebroadview Financial Planning, LLC$397,515$190,012,300$190,012,300
30Scholtz & Co$677,132$187,092,131$473,296$187,565,427
31Jeffrey N. Mehler, CFP$160,842$100,714,965$80,071,985$180,786,950
32Nauset Wealth Management, LLC$350,426$174,161,956$174,161,956
33Sightline Wealth Advisors, LLC$192,052$104,678,240$48,578,930$153,257,170
34John A. Bysko Associates$699,978$148,395,243$148,395,243
35Drum Hill Capital$757,501$121,253,478$26,459,196$147,712,674
36Briggs Wealth Management, Inc.$249,371$95,774,392$49,110,223$144,884,615
37Raylign Advisory$1,710,475$141,969,449$141,969,449
38Thames Financial Management$301,687$51,700,000$73,500,000$125,200,000
39Asset Strategies, Inc.$868,748$114,011,363$5,875,814$119,887,177
40Personal Business Management Group Ltd.$1,135,830$107,903,885$107,903,885
41Jack Point Advisors, LLC$1,979,167$95,000,000$95,000,000

Showing 1 to 41 of 41 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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