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

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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