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
1APPLETON PARTNERS, INC.$1,790,992$11,188,326,079$11,188,326,079
2STONEHEARTH CAPITAL MANAGEMENT$151,176$232,357,289$232,357,289
3COOPER LAPMAN FINANCIAL, LLC$868,753$253,675,753$253,675,753
4SUCCESSFUL MONEY STRATEGIES INC$252,657$154,121,000$154,121,000
5CUTLER CAPITAL MANAGEMENT$1,749,740$325,451,722$325,451,722
6FINARC INVESTMENTS, INC.$351,694$137,864,060$137,864,060
7FIDUCIARY WEALTH PARTNERS, LLC$5,357,639$964,375,024$964,375,024
8COX CAPITAL MANAGEMENT LLC$633,745$205,333,526$205,333,526
9TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
10ASSETGRADE, LLC$255,219$125,822,737$125,822,737
11JONATHAN D. POND, LLC$1,913,530$315,732,446$315,732,446
12BEACON FINANCIAL PLANNING OF CAPE COD$255,025$180,302,396$180,302,396
13MICHAEL J. CREW, INVESTMENT ADVISOR$1,775,472$188,200,000$188,200,000
14ABBOT FINANCIAL MANAGEMENT, INC$494,183$212,992,975$212,992,975
15MOODY, LYNN & LIEBERSON, LLC$1,740,806$1,373,495,918$1,373,495,918
16BROMFIELD SNEIDER WEALTH ADVISORS, INC.$1,219,967$341,590,643$341,590,643
17O'BRIEN WEALTH PARTNERS LLC$407,716$704,125,067$704,125,067
18THE RELAXING RETIREMENT COACH, INC.$1,546,361$417,517,508$417,517,508
19TIMBER CREEK CAPITAL MANAGEMENT, LLC$10,280,952$431,800,000$431,800,000
20FORNESS FINANCIAL LLC$194,320$130,000,000$130,000,000
21ANCHOR CAPITAL ADVISORS LLC$777,790$3,260,497,199$3,260,497,199
22CABOT WEALTH MANAGEMENT$457,445$759,816,252$759,816,252
23BECK BODE LLC$199,384$275,548,528$275,548,528
24PROCTOR FINANCIAL$260,322$229,343,796$229,343,796
25DARROW WEALTH MANAGEMENT$598,668$187,981,900$187,981,900
26TRAUB CAPITAL MANAGEMENT$1,252,492$113,976,742$113,976,742
27WERNAU ASSET MANAGEMENT$528,070$113,007,068$113,007,068
28MERIDIAN FINANCIAL, LLC$1,073,629$133,130,000$133,130,000
29STAGE HARBOR FINANCIAL$750,857$631,470,357$631,470,357
30BOSTON STANDARD WEALTH MANAGEMENT, LLC$167,577$236,954,098$236,954,098
31ARTEMIS FINANCIAL ADVISORS$818,235$160,374,113$160,374,113
32BERKSHIRE MONEY MANAGEMENT, INC.$363,151$609,003,770$609,003,770
33FINIVI INC.$210,889$131,805,759$131,805,759
3493 FINANCIAL GROUP, LLC$208,634$440,426,099$440,426,099
35HERITAGE FINANCIAL SERVICES, LLC$364,258$1,601,277,179$1,601,277,179
36ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
37SACHETTA & CALLAHAN, LLC$236,645$232,858,474$232,858,474
38COTTAGE STREET ADVISORS$2,541,945$213,523,369$213,523,369
40BOSTON RESEARCH AND MANAGEMENT, INC.$1,096,319$446,201,807$446,201,807
41BARKER FINANCIAL GROUP, INC.$307,891$165,953,266$165,953,266
42PRIO WEALTH LIMITED PARTNERSHIP$2,030,648$3,088,616,263$3,088,616,263
43PERENNIAL ADVISORS GROUP, LLC$335,095$246,964,710$246,964,710
44PINNEY & SCOFIELD, INC.$512,158$548,008,928$548,008,928
45STAKEHOLDERS CAPITAL$876,277$118,297,354$118,297,354
46GUIDANCE POINT ADVISORS, LLC$754,351$294,196,903$294,196,903
47EXCHANGE PLACE ADVISORS, LLC$391,340$224,237,805$224,237,805
48DERBY AND COMPANY INC$705,366$622,132,744$622,132,744
49WOODSIDE WEALTH MANAGEMENT$447,826$144,080,853$119,195$144,200,048
50HIGH PINES WEALTH MANAGEMENT LLC$1,052,510$122,899,153$244,568$123,143,721
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Showing 1 to 50 of 135 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.