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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Chilton Investment Services, Llc$4,239,616$4,468,253,000$72,376,000$4,540,629,000
2Bradley Foster & Sargent Inc$1,273,929$4,234,983,943$3,379,252$4,238,363,195
3Northeast Financial$2,501,662$3,267,352,856$52,352,579$3,319,705,435
4Northcoast Asset Management Llc$387,412$2,100,546,549$2,100,546,549
5Coastal Bridge Advisors$453,914$2,093,926,322$4,971,981$2,098,898,303
6Rzh Advisors Llc$1,010,774$1,023,913,953$1,023,913,953
7Eagle Ridge Investment Management Llc$1,220,711$823,921,411$58,652,676$882,574,087
8Principle Wealth Partners Llc$767,157$783,267,081$783,267,081
9Fierston Financial Group Inc$786,762$713,593,415$713,593,415
10Hfm Wealth Management$3,858,505$711,289,325$37,260,684$748,550,009
11Baxter Investment Management$1,742,794$670,975,807$670,975,807
12Htg Investment Advisors Inc$535,125$641,614,535$641,614,535
133D Asset Management, Inc.$328,088$603,025,169$603,025,169
14Apella Capital$277,413$549,000,000$549,000,000
15Beirne Wealth Consulting Services, Llc$1,458,931$519,819,667$1,244,027,760$1,763,847,427
16Compass Asset Management, Llc$580,142$402,000,000$7,000,000$409,000,000
17Gilman Hill Asset Management, Llc$969,564$388,794,977$388,794,977
18Jackson, Grant Investment Advisers, Inc.$3,634,381$363,438,089$363,438,089
19Bourgeon Capital Management Llc$1,156,495$339,500,000$43,300,000$382,800,000
20New England Guild Wealth Advisors, Inc.$1,836,402$328,715,954$328,715,954
21Wooster Corthell Wealth Management, Inc.$370,142$328,315,777$328,315,777
22Mark Sheptoff Financial Planning Llc$375,209$315,550,444$315,550,444
23Monte Financial Group, Llc$961,139$273,924,658$273,924,658
24Mullaney Keating & Wright Inc$651,634$259,466,765$16,174,586$275,641,351
25Scholtz & Co$838,787$253,315,971$836,464$254,152,435
26Sagebroadview Wealth Management, Llc$462,826$239,281,189$239,281,189
27Diastole Wealth Management$553,102$231,893,827$442,890,313$674,784,140
28Nauset Wealth Management, Llc$423,620$222,824,182$222,824,182
29Charter Research & Investment Group Inc$581,976$219,986,767$219,986,767
30John A. Bysko Associates$755,570$172,269,943$172,269,943
31Shoreline Financial Advisors, Llc$268,048$168,021,242$10,230,569$178,251,811
32Sightline Wealth Advisors, Llc$224,487$129,523,697$55,677,763$185,201,460
33Drum Hill Capital, Llc$779,729$127,827,963$16,421,852$144,249,815
34Asset Strategies, Inc.$883,311$125,430,210$125,430,210
35Castlekeep Investment Advisors$3,285,775$117,484,528$473,955,027$591,439,555
36Briggs Wealth Management, Inc.$285,405$116,042,920$53,202,478$169,245,398
37Kennedy Wealth And Tax Management, Inc.$418,575$112,009,000$8,122,000$120,131,000
38Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
39Falcon Capital Management Inc$1,219,581$99,716,000$5,168,000$104,884,000
40Connecticut Capital Management Group, Llc$787,351$180,303,344$180,303,344

Showing 1 to 40 of 40 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.