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 |
|---|---|---|---|---|---|
| 1 | Bromfield Sneider Wealth Advisors, Inc. | $1,219,967 | $341,590,643 | — | $341,590,643 |
| 2 | Cox Capital Management Llc | $633,745 | $205,333,526 | — | $205,333,526 |
| 3 | Meridian Financial, Llc | $1,073,629 | $133,130,000 | — | $133,130,000 |
| 4 | Artemis Financial Advisors | $818,235 | $160,374,113 | — | $160,374,113 |
| 5 | Abbot Financial Management, Inc | $493,307 | $200,282,730 | — | $200,282,730 |
| 6 | Moody, Lynn & Lieberson, Llc | $1,740,806 | $1,373,495,918 | — | $1,373,495,918 |
| 7 | Cutler Capital Management | $1,749,740 | $325,451,722 | — | $325,451,722 |
| 8 | Forness Financial Llc | $194,320 | $130,000,000 | — | $130,000,000 |
| 9 | Adviser Investments | $546,445 | $5,836,032,941 | — | $5,836,032,941 |
| 10 | Boston Research And Management, Inc. | $1,096,319 | $446,201,807 | — | $446,201,807 |
| 11 | Perennial Advisors Group, Llc | $335,095 | $246,964,710 | — | $246,964,710 |
| 12 | 93 Financial Group, Llc | $208,634 | $440,426,099 | — | $440,426,099 |
| 13 | Jonathan D. Pond, Llc | $1,913,530 | $315,732,446 | — | $315,732,446 |
| 14 | Timber Creek Capital Management, Llc | $10,280,952 | $431,800,000 | — | $431,800,000 |
| 15 | Successful Money Strategies Inc | $252,657 | $154,121,000 | — | $154,121,000 |
| 16 | Michael J. Crew, Investment Advisor | $1,775,472 | $188,200,000 | — | $188,200,000 |
| 17 | Willow | $330,406 | $125,884,519 | — | $125,884,519 |
| 18 | Boston Standard Wealth Management, Llc | $167,577 | $236,954,098 | — | $236,954,098 |
| 19 | The Relaxing Retirement Coach, Inc. | $1,546,361 | $417,517,508 | — | $417,517,508 |
| 20 | Stage Harbor Financial | $750,857 | $631,470,357 | — | $631,470,357 |
| 21 | Anchor Capital Advisors Llc | $777,790 | $3,260,497,199 | — | $3,260,497,199 |
| 22 | Anchor Capital Advisors Llc | $777,790 | $3,260,497,199 | — | $3,260,497,199 |
| 23 | Derby And Company Inc | $705,366 | $622,132,744 | — | $622,132,744 |
| 24 | Sachetta & Callahan, Llc | $236,645 | $232,858,474 | — | $232,858,474 |
| 25 | Prio Wealth Limited Partnership | $2,030,648 | $3,088,616,263 | — | $3,088,616,263 |
| 26 | Stonehearth Capital Management | $151,176 | $232,357,289 | — | $232,357,289 |
| 27 | Berkshire Money Management, Inc. | $363,151 | $609,003,770 | — | $609,003,770 |
| 28 | Beacon Financial Planning Of Cape Cod | $255,025 | $180,302,396 | — | $180,302,396 |
| 29 | Proctor Financial | $260,322 | $229,343,796 | — | $229,343,796 |
| 30 | Guidance Point Advisors, Llc | $754,351 | $294,196,903 | — | $294,196,903 |
| 31 | Fiduciary Wealth Partners, Llc | $5,357,639 | $964,375,024 | — | $964,375,024 |
| 32 | Exchange Place Advisors, Llc | $391,340 | $224,237,805 | — | $224,237,805 |
| 33 | Taylor Wealth Management Partners | $776,598 | $281,905,127 | — | $281,905,127 |
| 34 | Pinney & Scofield, Inc. | $512,158 | $548,008,928 | — | $548,008,928 |
| 35 | Beck Bode Llc | $199,384 | $275,548,528 | — | $275,548,528 |
| 36 | Traub Capital Management | $1,252,492 | $113,976,742 | — | $113,976,742 |
| 37 | Cottage Street Advisors | $2,541,945 | $213,523,369 | — | $213,523,369 |
| 38 | Claybrook Capital, Llc | $6,707,942 | $355,520,943 | — | $355,520,943 |
| 39 | Finarc Investments, Inc. | $351,694 | $137,864,060 | — | $137,864,060 |
| 40 | Barker Financial Group, Inc. | $307,891 | $165,953,266 | — | $165,953,266 |
| 41 | Heritage Financial Services, Llc | $364,258 | $1,601,277,179 | — | $1,601,277,179 |
| 42 | Cabot Wealth Management | $457,445 | $759,816,252 | — | $759,816,252 |
| 43 | Woodside Wealth Management | $447,826 | $144,080,853 | $119,195 | $144,200,048 |
| 44 | High Pines Wealth Management Llc | $1,052,510 | $122,899,153 | $244,568 | $123,143,721 |
| 45 | Minot Wealth Management Llc | $1,465,554 | $634,093,566 | $491,412 | $634,584,978 |
| 46 | Peak Financial Management Inc | $298,862 | $315,466,766 | $729,148 | $316,195,914 |
| 47 | Little House Capital, Llc | $622,352 | $208,612,484 | $1,120,120 | $209,732,604 |
| 48 | Ferris Capital, Llc | $971,202 | $591,013,275 | $1,419,799 | $592,433,074 |
| 49 | Cape Ann Capital, Inc. | $432,068 | $154,851,092 | $1,557,661 | $156,408,753 |
| 50 | Tfc Financial Management Inc | $928,027 | $1,079,946,959 | $2,132,927 | $1,082,079,886 |
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.
