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
1Bromfield Sneider Wealth Advisors, Inc.$1,219,967$341,590,643$341,590,643
2Cox Capital Management Llc$633,745$205,333,526$205,333,526
3Meridian Financial, Llc$1,073,629$133,130,000$133,130,000
4Artemis Financial Advisors$818,235$160,374,113$160,374,113
5Abbot Financial Management, Inc$493,307$200,282,730$200,282,730
6Moody, Lynn & Lieberson, Llc$1,740,806$1,373,495,918$1,373,495,918
7Cutler Capital Management$1,749,740$325,451,722$325,451,722
8Forness Financial Llc$194,320$130,000,000$130,000,000
9Adviser Investments$546,445$5,836,032,941$5,836,032,941
10Boston Research And Management, Inc.$1,096,319$446,201,807$446,201,807
11Perennial Advisors Group, Llc$335,095$246,964,710$246,964,710
1293 Financial Group, Llc$208,634$440,426,099$440,426,099
13Jonathan D. Pond, Llc$1,913,530$315,732,446$315,732,446
14Timber Creek Capital Management, Llc$10,280,952$431,800,000$431,800,000
15Successful Money Strategies Inc$252,657$154,121,000$154,121,000
16Michael J. Crew, Investment Advisor$1,775,472$188,200,000$188,200,000
17Willow$330,406$125,884,519$125,884,519
18Boston Standard Wealth Management, Llc$167,577$236,954,098$236,954,098
19The Relaxing Retirement Coach, Inc.$1,546,361$417,517,508$417,517,508
20Stage Harbor Financial$750,857$631,470,357$631,470,357
21Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
22Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
23Derby And Company Inc$705,366$622,132,744$622,132,744
24Sachetta & Callahan, Llc$236,645$232,858,474$232,858,474
25Prio Wealth Limited Partnership$2,030,648$3,088,616,263$3,088,616,263
26Stonehearth Capital Management$151,176$232,357,289$232,357,289
27Berkshire Money Management, Inc.$363,151$609,003,770$609,003,770
28Beacon Financial Planning Of Cape Cod$255,025$180,302,396$180,302,396
29Proctor Financial$260,322$229,343,796$229,343,796
30Guidance Point Advisors, Llc$754,351$294,196,903$294,196,903
31Fiduciary Wealth Partners, Llc$5,357,639$964,375,024$964,375,024
32Exchange Place Advisors, Llc$391,340$224,237,805$224,237,805
33Taylor Wealth Management Partners$776,598$281,905,127$281,905,127
34Pinney & Scofield, Inc.$512,158$548,008,928$548,008,928
35Beck Bode Llc$199,384$275,548,528$275,548,528
36Traub Capital Management$1,252,492$113,976,742$113,976,742
37Cottage Street Advisors$2,541,945$213,523,369$213,523,369
38Claybrook Capital, Llc$6,707,942$355,520,943$355,520,943
39Finarc Investments, Inc.$351,694$137,864,060$137,864,060
40Barker Financial Group, Inc.$307,891$165,953,266$165,953,266
41Heritage Financial Services, Llc$364,258$1,601,277,179$1,601,277,179
42Cabot Wealth Management$457,445$759,816,252$759,816,252
43Woodside Wealth Management$447,826$144,080,853$119,195$144,200,048
44High Pines Wealth Management Llc$1,052,510$122,899,153$244,568$123,143,721
45Minot Wealth Management Llc$1,465,554$634,093,566$491,412$634,584,978
46Peak Financial Management Inc$298,862$315,466,766$729,148$316,195,914
47Little House Capital, Llc$622,352$208,612,484$1,120,120$209,732,604
48Ferris Capital, Llc$971,202$591,013,275$1,419,799$592,433,074
49Cape Ann Capital, Inc.$432,068$154,851,092$1,557,661$156,408,753
50Tfc Financial Management Inc$928,027$1,079,946,959$2,132,927$1,082,079,886
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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.