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$1,296,326$67,408,971$67,408,971
2Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
3Greenhouse Wealth Management, Llc$566,142$70,355,065$55,328,529$125,683,594
4Raylign Advisory, Llc$1,710,475$141,969,449$141,969,449
5Briggs Wealth Management, Inc.$249,371$95,774,392$49,110,223$144,884,615
6Drum Hill Capital, Llc$757,501$121,253,478$26,459,196$147,712,674
7John A. Bysko Associates$699,978$148,395,243$148,395,243
8Jeffrey N. Mehler, Cfp Llc$160,842$100,714,965$80,071,985$180,786,950
9Sagebroadview Financial Planning, Llc$397,515$190,012,300$190,012,300
10Regent Wealth Management Group$411,533$257,951,946$5,017,913$262,969,859
11New England Guild Wealth Advisors, Inc.$1,561,378$279,486,742$279,486,742
12Gilman Hill Asset Management, Llc$798,741$312,307,654$312,307,654
13Rossmore Private Capital, Llc$2,066,231$422,896,523$11,011,994$433,908,517
14Baxter Investment Management$625,952$495,128,283$495,128,283
15Htg Investment Advisors Inc$455,532$541,627,397$541,627,397
16Fierston Financial Group Inc$676,381$618,888,954$618,888,954
17Principle Wealth Partners Llc$732,261$743,635,969$5,467,094$749,103,063
18Eagle Ridge Investment Management Llc$1,071,615$699,962,149$52,311,713$752,273,862
19Rzh Advisors Llc$914,471$863,260,610$863,260,610
20Coastal Bridge Advisors$466,534$2,097,536,887$2,097,536,887
21Northeast Financial$2,077,770$2,527,716,253$133,906,894$2,661,623,147
22Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013

Showing 1 to 22 of 22 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.


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