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
1Boston Private Wealth$943,231$12,260,516,842$567,430,937$12,827,947,779
2Appleton Partners,Inc.$1,673,906$10,189,067,277$10,189,067,277
3The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
4Loring, Wolcott & Coolidge Fiduciary Advisors, Llp$2,541,179$7,053,569,192$188,790,290$7,242,359,482
5Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
6Athena Capital Advisors Llc$13,573,302$5,212,095,781$610,850,661$5,822,946,442
7Adviser Investments$476,031$5,014,033,546$5,014,033,546
8The Bollard Group Llc$9,098,637$4,876,294,015$64,265,899$4,940,559,914
9Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
10Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
11Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
12Anchor Capital Advisors Llc$635,158$2,964,915,217$2,964,915,217
13Aureus Asset Management, Llc$5,155,374$907,019,594$1,928,435,977$2,835,455,571
14Prio Wealth Limited Partnership$1,704,521$2,560,190,632$2,560,190,632
15Twin Focus Capital Partners, Llc$29,073,679$2,291,092,311$180,170,403$2,471,262,714
16Cambridge Associates Ltd Llc$263,854,570$2,374,691,130$2,374,691,130
17F L Putnam Investment Management Co.$858,611$2,266,236,722$14,234,506$2,280,471,228
18Boston Financial Management Llc$1,079,761$2,148,528,656$46,624,617$2,195,153,273
19Beaumont Financial Partners Llc$697,540$1,569,567,490$548,861,400$2,118,428,890
20Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
21Rinet Company, Llc$1,180,032$1,701,334,339$121,814,802$1,823,149,141
22New England Private Wealth Advisors, Llc$777,352$1,382,234,715$434,437,550$1,816,672,265
23Congress Wealth Management Llc$815,959$1,784,633,072$9,660,942$1,794,294,014
24Windrose Advisors Llc$23,272,169$326,298,972$1,302,752,854$1,629,051,826
25Birch Hill Investment Advisors Llc$1,407,746$1,562,274,409$1,731,230$1,564,005,639
26Argent Wealth Management, Llc$808,800$1,163,966,759$397,017,930$1,560,984,689
27Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
28Heritage Financial Services, Llc$326,835$1,411,598,462$1,411,598,462
29North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
30Daintree Advisors Llc$779,946$1,023,474,000$13,854,000$1,037,328,000
31Mg Financial Llc$8,847,049$972,861,164$35,702,423$1,008,563,587
32Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
33Tfc Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
34Fiduciary Wealth Partners, Llc$4,423,601$832,428,854$34,596,925$867,025,779
35Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
36Breeds Hill Capital Llc$1,749,109$65,209,982$713,143,716$778,353,698
37Boston Hill Advisors, Llc$235,234$643,494,768$29,273,805$672,768,573
38Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
39Barry Investment Advisors, Llc$431,964$506,282,882$95,874,481$602,157,363
40The Financial Advisors, Llc$316,394$573,210,136$23,193,214$596,403,350
41Ferris Capital, Llc$828,627$575,050,460$2,502,898$577,553,358
42O'Brien Wealth Partners Llc$352,432$570,939,231$570,939,231
43The Berry Group$440,254$472,184,098$92,661,712$564,845,810
44Aequitas Investment Advisors, Llc$562,902$547,703,215$547,703,215
45Stage Harbor Financial$731,131$543,229,967$543,229,967
46Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
47New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
48Montis Financial, Llc$451,678$498,700,000$12,600,000$511,300,000
49Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
50Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
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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.