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
1Kraematon Investment Advisors, Inc$363,368$171,146,308$171,146,308
2Appleton Partners, Inc.$1,904,115$12,431,966,957$12,431,966,957
3Stonehearth Capital Management LLC$240,250$262,112,251$262,112,251
4Cooper Lapman Financial, LLC$988,465$296,539,363$296,539,363
5Successful Money Strategies Inc$266,659$161,862,000$161,862,000
6Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
7Finarc Investments, Inc.$361,307$144,884,068$144,884,068
8Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
9Cox Capital Management LLC$653,236$234,511,680$234,511,680
10TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
11Jonathan D. Pond, LLC$1,953,296$353,546,529$353,546,529
12Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
13Crew Michael John$1,194,105$165,980,600$165,980,600
14Abbot Financial Management, Inc$494,183$212,992,975$212,992,975
15Moody, Lynn & Lieberson, LLC$1,803,555$1,516,789,629$1,516,789,629
16Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
17O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
18The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
19Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
20Forness Financial LLC$210,379$150,000,000$150,000,000
21Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
22Anchor Capital Advisors LLC$799,777$3,038,351,612$3,038,351,612
23Cabot Wealth Management$538,492$933,206,426$933,206,426
24FSA Wealth Management, LLC$375,313$450,000,000$450,000,000
25Beck Bode LLC$157,996$342,218,634$342,218,634
26Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
27The Darrow Company, Inc.$550,665$200,441,931$200,441,931
28Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
29Wernau Asset Management Inc.$651,115$141,942,973$141,942,973
30Sustainable Investment Solutions, LLC$766,078$113,379,574$113,379,574
31Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
32Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
33Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
34Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
35Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
3693 Financial Group, LLC$240,083$531,543,590$531,543,590
37Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
38Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
39Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
40McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
41Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
42Adcm, LLC$347,389$130,618,137$130,618,137
43Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
44Peak Financial Management Inc$324,647$360,682,330$360,682,330
45Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
46Perennial Advisors Group, LLC$360,490$268,925,325$268,925,325
47Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
48GUIDANCE POINT ADVISORS, LLC$754,351$294,196,903$294,196,903
49Exchange Place Advisors, LLC$440,419$262,929,898$262,929,898
50Woodside Wealth Management LLC$462,991$167,480,176$122,518$167,602,694
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Showing 1 to 50 of 145 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.