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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Cambridge Associates, Llc$352,125,750$34,514,521,032$148,943,000,000$183,458,000,000
2Boston Private Wealth$978,664$12,697,123,638$618,579,481$13,315,703,119
3The Colony Group, Llc$769,388$9,833,557,577$1,717,266,493$11,550,824,070
4Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
5Adviser Investments$546,445$5,836,032,941$5,836,032,941
6Welch & Forbes Llc$1,980,842$5,261,339,207$328,596,851$5,589,936,058
7Choate Investment Advisors$2,170,810$4,485,087,563$661,903,297$5,146,990,860
8Ropes Wealth Advisors$1,861,760$4,883,134,774$130,585,803$5,013,720,577
9Aureus Asset Management, Llc$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
10Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
11Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
12Prio Wealth Limited Partnership$2,030,648$3,088,616,263$3,088,616,263
13Twin Focus Capital Partners, Llc$28,049,642$2,694,396,188$194,716,894$2,889,113,082
14F L Putnam Investment Management Co.$941,641$2,766,710,777$18,662,501$2,785,373,278
15Congress Wealth Management Llc$938,894$2,320,940,879$11,271,928$2,332,212,807
16Beaumont Financial Partners Llc$787,316$1,648,195,535$574,396,243$2,222,591,778
17New England Private Wealth Advisors, Llc$863,279$1,606,554,074$514,523,611$2,121,077,685
18Battery Global Advisors, Llc$26,567,568$997,100,000$968,900,000$1,966,000,000
19Birch Hill Investment Advisors Llc$1,692,594$1,960,763,981$2,644,796$1,963,408,777
20Rinet Company, Llc$1,185,436$1,822,627,490$122,673,074$1,945,300,564
21Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
22Argent Wealth Management, Llc$923,664$1,653,948,483$140,730,753$1,794,679,236
23Windrose Advisors Llc$22,675,166$377,273,459$1,414,064,670$1,791,338,129
24Heritage Financial Services, Llc$364,258$1,601,277,179$1,601,277,179
25North American Management Corp$1,718,458$1,329,334,776$234,461,640$1,563,796,416
26Breeds Hill Capital Llc$3,295,195$107,923,825$1,302,419,524$1,410,343,349
27Moody, Lynn & Lieberson, Llc$1,740,806$1,373,495,918$1,373,495,918
28Mg Financial Llc$10,293,787$1,142,620,384$41,165,128$1,183,785,512
29Daintree Advisors Llc$864,986$1,127,964,000$23,332,000$1,151,296,000
30Tfc Financial Management Inc$928,027$1,079,946,959$2,132,927$1,082,079,886
31Fiduciary Wealth Partners, Llc$5,357,639$964,375,024$964,375,024
32Wingate Wealth Advisors, Inc.$340,578$626,440,049$293,460,560$919,900,609
33Boston Hill Advisors, Llc$254,470$738,652,006$34,173,360$772,825,366
34Cabot Wealth Management$457,445$759,816,252$759,816,252
35The Financial Advisors, Llc$361,709$703,867,978$27,868,491$731,736,469
36New England Investment & Retirement Group, Inc.$317,358$652,339,207$2,686,877$655,026,084
37Barry Investment Advisors, Llc$458,759$552,511,214$91,127,308$643,638,522
38Minot Wealth Management Llc$1,465,554$634,093,566$491,412$634,584,978
39Stage Harbor Financial$750,857$631,470,357$631,470,357
40Derby And Company Inc$705,366$622,132,744$622,132,744
41Montis Financial, Llc$551,123$600,200,000$13,200,000$613,400,000
42Berkshire Money Management, Inc.$363,151$609,003,770$609,003,770
43Ferris Capital, Llc$971,202$591,013,275$1,419,799$592,433,074
44The Berry Group$518,727$498,806,243$54,156,296$552,962,539
45Pinney & Scofield, Inc.$512,158$548,008,928$548,008,928
46Sensible Financial Planning And Management, Llc$397,180$472,830,355$62,964,903$535,795,258
47Excalibur Management Corp$631,786$469,290,000$15,922,000$485,212,000
48Aevitas Wealth Management, Inc.$327,868$453,635,883$11,937,003$465,572,886
49Mcnamara Financial Services, Inc.$195,020$444,058,798$9,751,981$453,810,779
50Boston Research And Management, Inc.$1,096,319$446,201,807$446,201,807
Next Page »

Showing 1 to 50 of 124 entries

Page 1 | 2 | 3

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.