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
6Beirne Wealth Consulting Services, Llc$1,458,931$519,819,667$1,244,027,760$1,763,847,427
7Rzh Advisors Llc$1,010,774$1,023,913,953$1,023,913,953
8Eagle Ridge Investment Management Llc$1,220,711$823,921,411$58,652,676$882,574,087
9Principle Wealth Partners Llc$767,157$783,267,081$783,267,081
10Hfm Wealth Management$3,858,505$711,289,325$37,260,684$748,550,009
11Fierston Financial Group Inc$786,762$713,593,415$713,593,415
12Diastole Wealth Management$553,102$231,893,827$442,890,313$674,784,140
13Baxter Investment Management$1,742,794$670,975,807$670,975,807
14Htg Investment Advisors Inc$535,125$641,614,535$641,614,535
153D Asset Management, Inc.$328,088$603,025,169$603,025,169
16Castlekeep Investment Advisors$3,285,775$117,484,528$473,955,027$591,439,555
17Apella Capital$277,413$549,000,000$549,000,000
18Compass Asset Management, Llc$580,142$402,000,000$7,000,000$409,000,000
19Gilman Hill Asset Management, Llc$969,564$388,794,977$388,794,977
20Bourgeon Capital Management Llc$1,156,495$339,500,000$43,300,000$382,800,000
21Jackson, Grant Investment Advisers, Inc.$3,634,381$363,438,089$363,438,089
22New England Guild Wealth Advisors, Inc.$1,836,402$328,715,954$328,715,954
23Wooster Corthell Wealth Management, Inc.$370,142$328,315,777$328,315,777
24Mark Sheptoff Financial Planning Llc$375,209$315,550,444$315,550,444
25Mullaney Keating & Wright Inc$651,634$259,466,765$16,174,586$275,641,351
26Monte Financial Group, Llc$961,139$273,924,658$273,924,658
27Scholtz & Co$838,787$253,315,971$836,464$254,152,435
28Sagebroadview Wealth Management, Llc$462,826$239,281,189$239,281,189
29Nauset Wealth Management, Llc$423,620$222,824,182$222,824,182
30Charter Research & Investment Group Inc$581,976$219,986,767$219,986,767
31Sightline Wealth Advisors, Llc$224,487$129,523,697$55,677,763$185,201,460
32Connecticut Capital Management Group, Llc$787,351$180,303,344$180,303,344
33Shoreline Financial Advisors, Llc$268,048$168,021,242$10,230,569$178,251,811
34John A. Bysko Associates$755,570$172,269,943$172,269,943
35Briggs Wealth Management, Inc.$285,405$116,042,920$53,202,478$169,245,398
36Drum Hill Capital, Llc$779,729$127,827,963$16,421,852$144,249,815
37Asset Strategies, Inc.$883,311$125,430,210$125,430,210
38Kennedy Wealth And Tax Management, Inc.$418,575$112,009,000$8,122,000$120,131,000
39Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
40Falcon Capital Management Inc$1,219,581$99,716,000$5,168,000$104,884,000

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.