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
3Loring, Wolcott & Coolidge Fiduciary Advisors, Llp$2,541,179$7,053,569,192$188,790,290$7,242,359,482
4The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
5Athena Capital Advisors Llc$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 Llc$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
13Prio Wealth Limited Partnership$1,704,521$2,560,190,632$2,560,190,632
14Twin Focus Capital Partners, Llc$29,073,679$2,291,092,311$180,170,403$2,471,262,714
15F L Putnam Investment Management Co.$858,611$2,266,236,722$14,234,506$2,280,471,228
16Boston Financial Management Llc$1,079,761$2,148,528,656$46,624,617$2,195,153,273
17Congress Wealth Management Llc$815,959$1,784,633,072$9,660,942$1,794,294,014
18Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
19Rinet Company, Llc$1,180,032$1,701,334,339$121,814,802$1,823,149,141
20Beaumont Financial Partners Llc$697,540$1,569,567,490$548,861,400$2,118,428,890
21Birch Hill Investment Advisors Llc$1,407,746$1,562,274,409$1,731,230$1,564,005,639
22Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
23Heritage Financial Services, Llc$326,835$1,411,598,462$1,411,598,462
24New England Private Wealth Advisors, Llc$777,352$1,382,234,715$434,437,550$1,816,672,265
25Argent Wealth Management, Llc$808,800$1,163,966,759$397,017,930$1,560,984,689
26North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
27Daintree Advisors Llc$779,946$1,023,474,000$13,854,000$1,037,328,000
28Mg Financial Llc$8,847,049$972,861,164$35,702,423$1,008,563,587
29Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
30Aureus Asset Management, Llc$5,155,374$907,019,594$1,928,435,977$2,835,455,571
31Tfc Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
32Fiduciary Wealth Partners, Llc$4,423,601$832,428,854$34,596,925$867,025,779
33Boston Hill Advisors, Llc$235,234$643,494,768$29,273,805$672,768,573
34Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
35Ferris Capital, Llc$828,627$575,050,460$2,502,898$577,553,358
36The Financial Advisors, Llc$316,394$573,210,136$23,193,214$596,403,350
37O'Brien Wealth Partners Llc$352,432$570,939,231$570,939,231
38Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
39Stage Harbor Financial$731,131$543,229,967$543,229,967
40Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
41New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
42Barry Investment Advisors, Llc$431,964$506,282,882$95,874,481$602,157,363
43Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
44Montis Financial, Llc$451,678$498,700,000$12,600,000$511,300,000
45The Berry Group$440,254$472,184,098$92,661,712$564,845,810
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
48Minot Wealth Management Llc$1,429,445$393,097,442$393,097,442
49Boston Research And Management, Inc.$928,649$385,389,223$385,389,223
50Excalibur Management Corp$728,020$384,486,228$17,380,637$401,866,865
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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.