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$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
9Principle Wealth Partners Llc$732,261$743,635,969$5,467,094$749,103,063
10Hfm Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
11Fierston Financial Group Inc$676,381$618,888,954$618,888,954
12Diastole Wealth Management$549,941$217,770,731$386,064,153$603,834,884
13Apella Capital$277,413$549,000,000$549,000,000
14Htg Investment Advisors Inc$455,532$541,627,397$541,627,397
15Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
163D Asset Management, Inc.$353,126$532,866,398$532,866,398
17Baxter Investment Management$625,952$495,128,283$495,128,283
18Rossmore Private Capital, Llc$2,066,231$422,896,523$11,011,994$433,908,517
19Bourgeon Capital Management Llc$1,021,068$314,200,000$29,900,000$344,100,000
20Mark Sheptoff Financial Planning Llc$375,209$315,550,444$315,550,444
21Gilman Hill Asset Management, Llc$798,741$312,307,654$312,307,654
22New England Guild Wealth Advisors, Inc.$1,561,378$279,486,742$279,486,742
23Mullaney Keating & Wright Inc$651,634$259,466,765$16,174,586$275,641,351
24Wooster Corthell Wealth Management, Inc.$317,006$271,040,121$271,040,121
25Regent Wealth Management Group$411,533$257,951,946$5,017,913$262,969,859
26Conifer Investments Ltd$12,696,576$35,602,172$218,329,341$253,931,513
27Monte Financial Group, Llc$848,580$228,268,117$228,268,117
28Benemark, Inc$838,770$194,594,709$194,594,709
29Charter Research & Investment Group Inc$521,858$190,999,931$190,999,931
30Sagebroadview Financial Planning, Llc$397,515$190,012,300$190,012,300
31Scholtz & Co$677,132$187,092,131$473,296$187,565,427
32Jeffrey N. Mehler, Cfp Llc$160,842$100,714,965$80,071,985$180,786,950
33Nauset Wealth Management, Llc$350,426$174,161,956$174,161,956
34Shoreline Financial Advisors, Llc$231,895$139,681,363$18,703,139$158,384,502
35Sightline Wealth Advisors, Llc$192,052$104,678,240$48,578,930$153,257,170
36John A. Bysko Associates$699,978$148,395,243$148,395,243
37Drum Hill Capital, Llc$757,501$121,253,478$26,459,196$147,712,674
38Briggs Wealth Management, Inc.$249,371$95,774,392$49,110,223$144,884,615
39Raylign Advisory, Llc$1,710,475$141,969,449$141,969,449
40Greenhouse Wealth Management, Llc$566,142$70,355,065$55,328,529$125,683,594
41Thames Financial Management$301,687$51,700,000$73,500,000$125,200,000
42Asset Strategies, Inc.$868,748$114,011,363$5,875,814$119,887,177
43Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
44Jack Point Advisors, LLC$1,296,326$67,408,971$67,408,971

Showing 1 to 44 of 44 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.