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
1Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
2Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
3RZH Advisors LLC$914,471$863,260,610$863,260,610
4Fierston Financial Group Inc$676,381$618,888,954$618,888,954
5Apella Capital$277,413$549,000,000$549,000,000
6HTG Investment Advisors Inc$455,532$541,627,397$541,627,397
7Baxter Investment Management$625,952$495,128,283$495,128,283
8Mark Sheptoff Financial Planning$375,209$315,550,444$315,550,444
9Gilman Hill Asset Management$798,741$312,307,654$312,307,654
10New England Guild Wealth Advisors, Inc.$1,561,378$279,486,742$279,486,742
11Wooster Corthell Wealth Management, Inc.$317,006$271,040,121$271,040,121
12Monte Financial Group$848,580$228,268,117$228,268,117
13Charter Research & Investment Group Inc$521,858$190,999,931$190,999,931
14Sagebroadview Financial Planning, LLC$397,515$190,012,300$190,012,300
15Nauset Wealth Management, LLC$350,426$174,161,956$174,161,956
16John A. Bysko Associates$699,978$148,395,243$148,395,243
17Personal Business Management Group Ltd.$1,135,830$107,903,885$107,903,885
18Jack Point Advisors, LLC$1,979,167$95,000,000$95,000,000
19Scholtz & Co$677,132$187,092,131$473,296$187,565,427
20Oak Financial Group Inc$866,758$193,566,267$587,435$194,153,702
21Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
22Regent Wealth Management Group$411,533$257,951,946$5,017,913$262,969,859
23Asset Strategies, Inc.$868,748$114,011,363$5,875,814$119,887,177
24Mullaney Keating & Wright Inc$561,485$257,798,844$15,082,636$272,881,480
25Drum Hill Capital$757,501$121,253,478$26,459,196$147,712,674
26Northeast Financial$180,591$194,744,590$29,549,652$224,294,242
27Bourgeon Capital Management LLC$1,021,068$314,200,000$29,900,000$344,100,000
28HFM Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
29Chilton Investment Services$3,483,796$3,740,888,000$35,547,000$3,776,435,000
30Sightline Wealth Advisors, LLC$192,052$104,678,240$48,578,930$153,257,170
31Briggs Wealth Management, Inc.$249,371$95,774,392$49,110,223$144,884,615
32Eagle Ridge Investment Management LLC$1,071,615$699,962,149$52,311,713$752,273,862
33Thames Financial Management$301,687$51,700,000$73,500,000$125,200,000
34Jeffrey N. Mehler, CFP$160,842$100,714,965$80,071,985$180,786,950
35Northeast Financial Consultants, Inc$2,077,770$2,527,716,253$133,906,894$2,661,623,147
36Raylign Advisory$1,710,475$141,969,449$141,969,449
37Benemark, Inc$838,770$194,594,709$194,594,709
38Conifer Investments Ltd.$12,696,576$35,602,172$218,329,341$253,931,513
39Diastole Wealth Management$549,941$217,770,731$386,064,153$603,834,884
40Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
41Beirne Wealth Consulting Services, LLC$1,050,189$354,425,321$1,235,561,064$1,589,986,385

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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