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

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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