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
1Benemark, Inc$838,770$194,594,709$194,594,709
2Raylign Advisory, Llc$1,710,475$141,969,449$141,969,449
3Conifer Investments Ltd$12,696,576$35,602,172$218,329,341$253,931,513
4Thames Financial Management$301,687$51,700,000$73,500,000$125,200,000
5Jack Point Advisors, LLC$1,296,326$67,408,971$67,408,971
6Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
7Greenhouse Wealth Management, Llc$566,142$70,355,065$55,328,529$125,683,594
8Briggs Wealth Management, Inc.$249,371$95,774,392$49,110,223$144,884,615
9Jeffrey N. Mehler, Cfp Llc$160,842$100,714,965$80,071,985$180,786,950
10Sightline Wealth Advisors, Llc$192,052$104,678,240$48,578,930$153,257,170
11Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
12Asset Strategies, Inc.$868,748$114,011,363$5,875,814$119,887,177
13Drum Hill Capital, Llc$757,501$121,253,478$26,459,196$147,712,674
14Shoreline Financial Advisors, Llc$231,895$139,681,363$18,703,139$158,384,502
15John A. Bysko Associates$699,978$148,395,243$148,395,243
16Nauset Wealth Management, Llc$350,426$174,161,956$174,161,956
17Scholtz & Co$677,132$187,092,131$473,296$187,565,427
18Sagebroadview Financial Planning, Llc$397,515$190,012,300$190,012,300
19Charter Research & Investment Group Inc$521,858$190,999,931$190,999,931
20Diastole Wealth Management$549,941$217,770,731$386,064,153$603,834,884
21Monte Financial Group, Llc$848,580$228,268,117$228,268,117
22Regent Wealth Management Group$411,533$257,951,946$5,017,913$262,969,859
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
25New England Guild Wealth Advisors, Inc.$1,561,378$279,486,742$279,486,742
26Gilman Hill Asset Management, Llc$798,741$312,307,654$312,307,654
27Bourgeon Capital Management Llc$1,021,068$314,200,000$29,900,000$344,100,000
28Mark Sheptoff Financial Planning Llc$375,209$315,550,444$315,550,444
29Beirne Wealth Consulting Services, Llc$1,050,189$354,425,321$1,235,561,064$1,589,986,385
30Rossmore Private Capital, Llc$2,066,231$422,896,523$11,011,994$433,908,517
31Baxter Investment Management$625,952$495,128,283$495,128,283
323D Asset Management, Inc.$353,126$532,866,398$532,866,398
33Htg Investment Advisors Inc$455,532$541,627,397$541,627,397
34Apella Capital$277,413$549,000,000$549,000,000
35Fierston Financial Group Inc$676,381$618,888,954$618,888,954
36Hfm Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
37Eagle Ridge Investment Management Llc$1,071,615$699,962,149$52,311,713$752,273,862
38Principle Wealth Partners Llc$732,261$743,635,969$5,467,094$749,103,063
39Rzh Advisors Llc$914,471$863,260,610$863,260,610
40Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
41Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
42Northeast Financial$2,077,770$2,527,716,253$133,906,894$2,661,623,147
43Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
44Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000

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.