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
1Appleton Partners,Inc.$1,627,172$9,650,758,503$9,650,758,503
2Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,541,179$7,053,569,192$188,790,290$7,242,359,482
3Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351
4The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
5Athena Capital Advisors$13,573,302$5,212,095,781$610,850,661$5,822,946,442
6Adviser Investments$476,031$5,014,033,546$5,014,033,546
7The Bollard Group$9,098,637$4,876,294,015$64,265,899$4,940,559,914
8Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
9Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
10Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
11Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
12Anchor Capital Advisors LLC$635,158$2,964,915,217$2,964,915,217
13Seaward Management$1,704,521$2,560,190,632$2,560,190,632
14Twin Focus Capital Partners$27,931,098$2,200,453,539$173,689,807$2,374,143,346
15Boston Financial Management LLC$1,079,761$2,148,528,656$46,624,617$2,195,153,273
16F.L.Putnam Investment Management Co.$1,033,912$1,865,877,016$11,707,537$1,877,584,553
17Congress Wealth Management$815,959$1,784,633,072$9,660,942$1,794,294,014
18Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
19Rinet Company$1,180,032$1,701,334,339$121,814,802$1,823,149,141
20Birch Hill Investment Advisors LLC$1,407,746$1,562,274,409$1,731,230$1,564,005,639
21Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
22Heritage Financial Services$326,835$1,411,598,462$1,411,598,462
23New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
24Beaumont Financial Partners$608,303$1,365,137,195$464,639,587$1,829,776,782
25Foster Dykema Cabot & Co Inc$2,205,076$1,342,891,244$1,342,891,244
26Argent Wealth Management$808,800$1,163,966,759$397,017,930$1,560,984,689
27North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
28Daintree Advisors$779,946$1,023,474,000$13,854,000$1,037,328,000
29MG Financial$8,847,049$972,861,164$35,702,423$1,008,563,587
30Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
31Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
32TFC Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
33Fiduciary Wealth Partners, LLC$4,423,601$832,428,854$34,596,925$867,025,779
34Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
35Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
36Ferris Capital$828,627$575,050,460$2,502,898$577,553,358
37The Financial Advisors, LLC$316,394$573,210,136$23,193,214$596,403,350
38O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
39Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
40Stage Harbor Financial, LLC$723,342$543,229,967$543,229,967
41Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
42New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
43Barry Investment Advisors, LLC$431,964$506,282,882$95,874,481$602,157,363
44Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
45Montis Financial, LLC$451,678$498,700,000$12,600,000$511,300,000
46Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
47Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
48Boston Research and Management, Inc.$928,649$385,389,223$385,389,223
49Excalibur Management Corp$728,020$384,486,228$17,380,637$401,866,865
50McNamara Financial Services, Inc.$168,158$381,870,416$7,414,514$389,284,930
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Showing 1 to 50 of 118 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.

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