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

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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