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
1Northcoast Asset Management Llc$387,412$2,100,546,549$2,100,546,549
2Rzh Advisors Llc$1,010,774$1,023,913,953$1,023,913,953
3Principle Wealth Partners Llc$767,157$783,267,081$783,267,081
4Fierston Financial Group Inc$786,762$713,593,415$713,593,415
5Baxter Investment Management$1,742,794$670,975,807$670,975,807
6Htg Investment Advisors Inc$535,125$641,614,535$641,614,535
73D Asset Management, Inc.$328,088$603,025,169$603,025,169
8Apella Capital$277,413$549,000,000$549,000,000
9Gilman Hill Asset Management, Llc$969,564$388,794,977$388,794,977
10Jackson, Grant Investment Advisers, Inc.$3,634,381$363,438,089$363,438,089
11New England Guild Wealth Advisors, Inc.$1,836,402$328,715,954$328,715,954
12Wooster Corthell Wealth Management, Inc.$370,142$328,315,777$328,315,777
13Mark Sheptoff Financial Planning Llc$375,209$315,550,444$315,550,444
14Monte Financial Group, Llc$961,139$273,924,658$273,924,658
15Sagebroadview Wealth Management, Llc$462,826$239,281,189$239,281,189
16Nauset Wealth Management, Llc$423,620$222,824,182$222,824,182
17Charter Research & Investment Group Inc$581,976$219,986,767$219,986,767
18John A. Bysko Associates$755,570$172,269,943$172,269,943
19Asset Strategies, Inc.$883,311$125,430,210$125,430,210
20Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
21Scholtz & Co$838,787$253,315,971$836,464$254,152,435
22Bradley Foster & Sargent Inc$1,273,929$4,234,983,943$3,379,252$4,238,363,195
23Coastal Bridge Advisors$453,914$2,093,926,322$4,971,981$2,098,898,303
24Falcon Capital Management Inc$1,219,581$99,716,000$5,168,000$104,884,000
25Compass Asset Management, Llc$580,142$402,000,000$7,000,000$409,000,000
26Kennedy Wealth And Tax Management, Inc.$418,575$112,009,000$8,122,000$120,131,000
27Shoreline Financial Advisors, Llc$268,048$168,021,242$10,230,569$178,251,811
28Mullaney Keating & Wright Inc$651,634$259,466,765$16,174,586$275,641,351
29Drum Hill Capital, Llc$779,729$127,827,963$16,421,852$144,249,815
30Hfm Wealth Management$3,858,505$711,289,325$37,260,684$748,550,009
31Bourgeon Capital Management Llc$1,156,495$339,500,000$43,300,000$382,800,000
32Northeast Financial$2,501,662$3,267,352,856$52,352,579$3,319,705,435
33Briggs Wealth Management, Inc.$285,405$116,042,920$53,202,478$169,245,398
34Sightline Wealth Advisors, Llc$224,487$129,523,697$55,677,763$185,201,460
35Eagle Ridge Investment Management Llc$1,220,711$823,921,411$58,652,676$882,574,087
36Chilton Investment Services, Llc$4,239,616$4,468,253,000$72,376,000$4,540,629,000
37Connecticut Capital Management Group, Llc$787,351$180,303,344$180,303,344
38Diastole Wealth Management$553,102$231,893,827$442,890,313$674,784,140
39Castlekeep Investment Advisors$3,285,775$117,484,528$473,955,027$591,439,555
40Beirne Wealth Consulting Services, Llc$1,458,931$519,819,667$1,244,027,760$1,763,847,427

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.