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
1Cambridge Associates, LLC$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
2Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
3Appleton Partners, Inc.$1,904,115$12,431,966,957$12,431,966,957
4Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
5Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
6Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
7Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
8The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
9ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
10Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
11F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
12Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
13Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
14Anchor Capital Advisors LLC$799,777$3,038,351,612$3,038,351,612
15Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
16Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
17CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
18Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
19Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
20Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
21Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
22Beaumont Financial Partners LLC$751,516$1,811,545,029$634,638,834$2,446,183,863
23New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
24ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
25Aureus Asset Management, LLC$7,481,605$1,539,447,535$3,458,264,297$4,997,711,832
26Moody, Lynn & Lieberson, LLC$1,803,555$1,516,789,629$1,516,789,629
27NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
28Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
29TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
30MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
31Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
32Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
33Cabot Wealth Management$538,492$933,206,426$933,206,426
34Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
35O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
36Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
37The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
38New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
39Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
40Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
41Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
42Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
43Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
44Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
45Montis Financial, LLC$580,175$647,400,000$14,000,000$661,400,000
46Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
47Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
48Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
49Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
5093 Financial Group, LLC$240,083$531,543,590$531,543,590
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.