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
7Ropes Wealth Advisors$1,861,760$4,883,134,774$130,585,803$5,013,720,577
8Choate Investment Advisors$2,170,810$4,485,087,563$661,903,297$5,146,990,860
9Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
10Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
11Prio Wealth Limited Partnership$2,030,648$3,088,616,263$3,088,616,263
12F L Putnam Investment Management Co.$941,641$2,766,710,777$18,662,501$2,785,373,278
13Twin Focus Capital Partners, Llc$28,049,642$2,694,396,188$194,716,894$2,889,113,082
14Congress Wealth Management Llc$938,894$2,320,940,879$11,271,928$2,332,212,807
15Birch Hill Investment Advisors Llc$1,692,594$1,960,763,981$2,644,796$1,963,408,777
16Rinet Company, Llc$1,185,436$1,822,627,490$122,673,074$1,945,300,564
17Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
18Argent Wealth Management, Llc$923,664$1,653,948,483$140,730,753$1,794,679,236
19Beaumont Financial Partners Llc$787,316$1,648,195,535$574,396,243$2,222,591,778
20New England Private Wealth Advisors, Llc$863,279$1,606,554,074$514,523,611$2,121,077,685
21Heritage Financial Services, Llc$364,258$1,601,277,179$1,601,277,179
22Moody, Lynn & Lieberson, Llc$1,740,806$1,373,495,918$1,373,495,918
23North American Management Corp$1,718,458$1,329,334,776$234,461,640$1,563,796,416
24Aureus Asset Management, Llc$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
25Mg Financial Llc$10,293,787$1,142,620,384$41,165,128$1,183,785,512
26Daintree Advisors Llc$864,986$1,127,964,000$23,332,000$1,151,296,000
27Tfc Financial Management Inc$928,027$1,079,946,959$2,132,927$1,082,079,886
28Battery Global Advisors, Llc$26,567,568$997,100,000$968,900,000$1,966,000,000
29Fiduciary Wealth Partners, Llc$5,357,639$964,375,024$964,375,024
30Cabot Wealth Management$457,445$759,816,252$759,816,252
31Boston Hill Advisors, Llc$254,470$738,652,006$34,173,360$772,825,366
32The Financial Advisors, Llc$361,709$703,867,978$27,868,491$731,736,469
33New England Investment & Retirement Group, Inc.$317,358$652,339,207$2,686,877$655,026,084
34Minot Wealth Management Llc$1,465,554$634,093,566$491,412$634,584,978
35Stage Harbor Financial$750,857$631,470,357$631,470,357
36Wingate Wealth Advisors, Inc.$340,578$626,440,049$293,460,560$919,900,609
37Derby And Company Inc$705,366$622,132,744$622,132,744
38Berkshire Money Management, Inc.$363,151$609,003,770$609,003,770
39Montis Financial, Llc$551,123$600,200,000$13,200,000$613,400,000
40Ferris Capital, Llc$971,202$591,013,275$1,419,799$592,433,074
41Barry Investment Advisors, Llc$458,759$552,511,214$91,127,308$643,638,522
42Pinney & Scofield, Inc.$512,158$548,008,928$548,008,928
43The Berry Group$518,727$498,806,243$54,156,296$552,962,539
44Sensible Financial Planning And Management, Llc$397,180$472,830,355$62,964,903$535,795,258
45Excalibur Management Corp$631,786$469,290,000$15,922,000$485,212,000
46Aevitas Wealth Management, Inc.$327,868$453,635,883$11,937,003$465,572,886
47Boston Research And Management, Inc.$1,096,319$446,201,807$446,201,807
48Mcnamara Financial Services, Inc.$195,020$444,058,798$9,751,981$453,810,779
4993 Financial Group, Llc$208,634$440,426,099$440,426,099
50Timber Creek Capital Management, Llc$10,280,952$431,800,000$431,800,000
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Showing 1 to 50 of 124 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.