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
1Appleton Partners,Inc.$1,627,172$9,650,758,503$9,650,758,503
2Adviser Investments$476,031$5,014,033,546$5,014,033,546
3Anchor Capital Advisors LLC$635,158$2,964,915,217$2,964,915,217
4Seaward Management$1,704,521$2,560,190,632$2,560,190,632
5Heritage Financial Services$326,835$1,411,598,462$1,411,598,462
6Foster Dykema Cabot & Co Inc$2,205,076$1,342,891,244$1,342,891,244
7Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
8O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
9Stage Harbor Financial, LLC$723,342$543,229,967$543,229,967
10Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
11Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
12Boston Research and Management, Inc.$928,649$385,389,223$385,389,223
13Timber Creek Capital Management$9,032,857$379,380,000$379,380,000
14The Relaxing Retirement Coach, Inc.$1,344,716$363,073,217$363,073,217
1593 Financial Group$170,875$335,427,440$335,427,440
16Bromfield Financial Advisory Group, Inc.$1,047,795$293,382,558$293,382,558
17Jonathan D. Pond$336,113$280,318,383$280,318,383
18Claybrook Capital, LLC$4,541,982$258,892,974$258,892,974
19Beck Bode Wealth Management, LLC$142,451$254,702,000$254,702,000
20Guidance Point Advisors$655,502$241,880,204$241,880,204
21Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
22FSA Wealth Management$309,651$231,000,000$231,000,000
23Cooper Lapman Financial, LLC$727,580$208,815,470$208,815,470
24Stonehearth Capital Management$111,455$207,417,582$207,417,582
25Proctor Financial$227,273$207,273,037$207,273,037
26Boston Standard Wealth Management$121,607$192,138,418$192,138,418
27Perennial Advisors Group, LLC$287,597$191,539,322$191,539,322
28Exchange Place Advisors, LLC$366,083$188,532,983$188,532,983
29Abbot Financial Management, Inc$516,183$187,890,493$187,890,493
30Cottage Street Advisors$2,272,466$186,342,237$186,342,237
31Michael J. Crew, Investment Advisor$1,588,073$173,100,000$173,100,000
32Darrow Wealth Management$470,962$165,778,471$165,778,471
33Cox Capital Management LLC$561,869$159,008,899$159,008,899
34Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
35Successful Money Strategies Inc$239,346$143,847,000$143,847,000
36Beacon Financial Planning, Inc.$223,058$143,203,462$143,203,462
37Barker Financial Group, Inc.$274,099$137,597,568$137,597,568
38Beacon Financial Planning Of Cape Cod$190,840$136,641,756$136,641,756
39Finarc Investments, Inc.$290,161$117,224,911$117,224,911
40Traub Capital Management$1,325,322$107,351,052$107,351,052
41Woodside Wealth Management$381,882$121,707,175$113,102$121,820,277
42New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
43Cape Ann Capital, Inc.$643,910$126,233,748$1,260,425$127,494,173
44Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
45Birch Hill Investment Advisors LLC$1,407,746$1,562,274,409$1,731,230$1,564,005,639
46TFC Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
47Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
48Ferris Capital$828,627$575,050,460$2,502,898$577,553,358
491620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
50Thompson Wealth Management, Ltd..$509,727$263,999,383$2,587,583$266,586,966
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Showing 1 to 50 of 118 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.

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