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 |
|---|---|---|---|---|---|
| 1 | Jeffrey N. Mehler, Cfp Llc | $160,842 | $100,714,965 | $80,071,985 | $180,786,950 |
| 2 | Sightline Wealth Advisors, Llc | $192,052 | $104,678,240 | $48,578,930 | $153,257,170 |
| 3 | Shoreline Financial Advisors, Llc | $231,895 | $139,681,363 | $18,703,139 | $158,384,502 |
| 4 | Briggs Wealth Management, Inc. | $249,371 | $95,774,392 | $49,110,223 | $144,884,615 |
| 5 | Apella Capital | $277,413 | $549,000,000 | — | $549,000,000 |
| 6 | Thames Financial Management | $301,687 | $51,700,000 | $73,500,000 | $125,200,000 |
| 7 | Wooster Corthell Wealth Management, Inc. | $317,006 | $271,040,121 | — | $271,040,121 |
| 8 | Nauset Wealth Management, Llc | $350,426 | $174,161,956 | — | $174,161,956 |
| 9 | 3D Asset Management, Inc. | $353,126 | $532,866,398 | — | $532,866,398 |
| 10 | Mark Sheptoff Financial Planning Llc | $375,209 | $315,550,444 | — | $315,550,444 |
| 11 | Sagebroadview Financial Planning, Llc | $397,515 | $190,012,300 | — | $190,012,300 |
| 12 | Northcoast Asset Management LLC | $398,236 | $1,659,050,217 | — | $1,659,050,217 |
| 13 | Regent Wealth Management Group | $411,533 | $257,951,946 | $5,017,913 | $262,969,859 |
| 14 | Htg Investment Advisors Inc | $455,532 | $541,627,397 | — | $541,627,397 |
| 15 | Coastal Bridge Advisors | $466,534 | $2,097,536,887 | — | $2,097,536,887 |
| 16 | Charter Research & Investment Group Inc | $521,858 | $190,999,931 | — | $190,999,931 |
| 17 | Diastole Wealth Management | $549,941 | $217,770,731 | $386,064,153 | $603,834,884 |
| 18 | Greenhouse Wealth Management, Llc | $566,142 | $70,355,065 | $55,328,529 | $125,683,594 |
| 19 | Baxter Investment Management | $625,952 | $495,128,283 | — | $495,128,283 |
| 20 | Mullaney Keating & Wright Inc | $651,634 | $259,466,765 | $16,174,586 | $275,641,351 |
| 21 | Fierston Financial Group Inc | $676,381 | $618,888,954 | — | $618,888,954 |
| 22 | Scholtz & Co | $677,132 | $187,092,131 | $473,296 | $187,565,427 |
| 23 | John A. Bysko Associates | $699,978 | $148,395,243 | — | $148,395,243 |
| 24 | Principle Wealth Partners Llc | $732,261 | $743,635,969 | $5,467,094 | $749,103,063 |
| 25 | Drum Hill Capital, Llc | $757,501 | $121,253,478 | $26,459,196 | $147,712,674 |
| 26 | Gilman Hill Asset Management, Llc | $798,741 | $312,307,654 | — | $312,307,654 |
| 27 | Benemark, Inc | $838,770 | — | $194,594,709 | $194,594,709 |
| 28 | Monte Financial Group, Llc | $848,580 | $228,268,117 | — | $228,268,117 |
| 29 | Asset Strategies, Inc. | $868,748 | $114,011,363 | $5,875,814 | $119,887,177 |
| 30 | Rzh Advisors Llc | $914,471 | $863,260,610 | — | $863,260,610 |
| 31 | Bourgeon Capital Management Llc | $1,021,068 | $314,200,000 | $29,900,000 | $344,100,000 |
| 32 | Beirne Wealth Consulting Services, Llc | $1,050,189 | $354,425,321 | $1,235,561,064 | $1,589,986,385 |
| 33 | Eagle Ridge Investment Management Llc | $1,071,615 | $699,962,149 | $52,311,713 | $752,273,862 |
| 34 | Bradley Foster & Sargent Inc | $1,080,249 | $3,437,624,292 | $2,969,721 | $3,440,594,013 |
| 35 | Personal Business Management Group Ltd | $1,135,830 | $107,903,885 | — | $107,903,885 |
| 36 | Jack Point Advisors, LLC | $1,296,326 | $67,408,971 | — | $67,408,971 |
| 37 | New England Guild Wealth Advisors, Inc. | $1,561,378 | $279,486,742 | — | $279,486,742 |
| 38 | Raylign Advisory, Llc | $1,710,475 | — | $141,969,449 | $141,969,449 |
| 39 | Rossmore Private Capital, Llc | $2,066,231 | $422,896,523 | $11,011,994 | $433,908,517 |
| 40 | Northeast Financial | $2,077,770 | $2,527,716,253 | $133,906,894 | $2,661,623,147 |
| 41 | Castlekeep Investment Advisors | $3,071,209 | $67,471,794 | $469,989,865 | $537,461,659 |
| 42 | Chilton Investment Services | $3,483,796 | $3,740,888,000 | $35,547,000 | $3,776,435,000 |
| 43 | Hfm Wealth Management | $3,601,909 | $665,100,302 | $33,670,138 | $698,770,440 |
| 44 | Conifer Investments Ltd | $12,696,576 | $35,602,172 | $218,329,341 | $253,931,513 |
Showing 1 to 44 of 44 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.
