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 |
|---|---|---|---|---|---|
| 1 | Benemark, Inc | $838,770 | — | $194,594,709 | $194,594,709 |
| 2 | Raylign Advisory, Llc | $1,710,475 | — | $141,969,449 | $141,969,449 |
| 3 | Conifer Investments Ltd | $12,696,576 | $35,602,172 | $218,329,341 | $253,931,513 |
| 4 | Thames Financial Management | $301,687 | $51,700,000 | $73,500,000 | $125,200,000 |
| 5 | Jack Point Advisors, LLC | $1,296,326 | $67,408,971 | — | $67,408,971 |
| 6 | Castlekeep Investment Advisors | $3,071,209 | $67,471,794 | $469,989,865 | $537,461,659 |
| 7 | Greenhouse Wealth Management, Llc | $566,142 | $70,355,065 | $55,328,529 | $125,683,594 |
| 8 | Briggs Wealth Management, Inc. | $249,371 | $95,774,392 | $49,110,223 | $144,884,615 |
| 9 | Jeffrey N. Mehler, Cfp Llc | $160,842 | $100,714,965 | $80,071,985 | $180,786,950 |
| 10 | Sightline Wealth Advisors, Llc | $192,052 | $104,678,240 | $48,578,930 | $153,257,170 |
| 11 | Personal Business Management Group Ltd | $1,135,830 | $107,903,885 | — | $107,903,885 |
| 12 | Asset Strategies, Inc. | $868,748 | $114,011,363 | $5,875,814 | $119,887,177 |
| 13 | Drum Hill Capital, Llc | $757,501 | $121,253,478 | $26,459,196 | $147,712,674 |
| 14 | Shoreline Financial Advisors, Llc | $231,895 | $139,681,363 | $18,703,139 | $158,384,502 |
| 15 | John A. Bysko Associates | $699,978 | $148,395,243 | — | $148,395,243 |
| 16 | Nauset Wealth Management, Llc | $350,426 | $174,161,956 | — | $174,161,956 |
| 17 | Scholtz & Co | $677,132 | $187,092,131 | $473,296 | $187,565,427 |
| 18 | Sagebroadview Financial Planning, Llc | $397,515 | $190,012,300 | — | $190,012,300 |
| 19 | Charter Research & Investment Group Inc | $521,858 | $190,999,931 | — | $190,999,931 |
| 20 | Diastole Wealth Management | $549,941 | $217,770,731 | $386,064,153 | $603,834,884 |
| 21 | Monte Financial Group, Llc | $848,580 | $228,268,117 | — | $228,268,117 |
| 22 | Regent Wealth Management Group | $411,533 | $257,951,946 | $5,017,913 | $262,969,859 |
| 23 | Mullaney Keating & Wright Inc | $651,634 | $259,466,765 | $16,174,586 | $275,641,351 |
| 24 | Wooster Corthell Wealth Management, Inc. | $317,006 | $271,040,121 | — | $271,040,121 |
| 25 | New England Guild Wealth Advisors, Inc. | $1,561,378 | $279,486,742 | — | $279,486,742 |
| 26 | Gilman Hill Asset Management, Llc | $798,741 | $312,307,654 | — | $312,307,654 |
| 27 | Bourgeon Capital Management Llc | $1,021,068 | $314,200,000 | $29,900,000 | $344,100,000 |
| 28 | Mark Sheptoff Financial Planning Llc | $375,209 | $315,550,444 | — | $315,550,444 |
| 29 | Beirne Wealth Consulting Services, Llc | $1,050,189 | $354,425,321 | $1,235,561,064 | $1,589,986,385 |
| 30 | Rossmore Private Capital, Llc | $2,066,231 | $422,896,523 | $11,011,994 | $433,908,517 |
| 31 | Baxter Investment Management | $625,952 | $495,128,283 | — | $495,128,283 |
| 32 | 3D Asset Management, Inc. | $353,126 | $532,866,398 | — | $532,866,398 |
| 33 | Htg Investment Advisors Inc | $455,532 | $541,627,397 | — | $541,627,397 |
| 34 | Apella Capital | $277,413 | $549,000,000 | — | $549,000,000 |
| 35 | Fierston Financial Group Inc | $676,381 | $618,888,954 | — | $618,888,954 |
| 36 | Hfm Wealth Management | $3,601,909 | $665,100,302 | $33,670,138 | $698,770,440 |
| 37 | Eagle Ridge Investment Management Llc | $1,071,615 | $699,962,149 | $52,311,713 | $752,273,862 |
| 38 | Principle Wealth Partners Llc | $732,261 | $743,635,969 | $5,467,094 | $749,103,063 |
| 39 | Rzh Advisors Llc | $914,471 | $863,260,610 | — | $863,260,610 |
| 40 | Northcoast Asset Management LLC | $398,236 | $1,659,050,217 | — | $1,659,050,217 |
| 41 | Coastal Bridge Advisors | $466,534 | $2,097,536,887 | — | $2,097,536,887 |
| 42 | Northeast Financial | $2,077,770 | $2,527,716,253 | $133,906,894 | $2,661,623,147 |
| 43 | Bradley Foster & Sargent Inc | $1,080,249 | $3,437,624,292 | $2,969,721 | $3,440,594,013 |
| 44 | Chilton 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.
