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 | Appleton Partners,Inc. | $1,627,172 | $9,650,758,503 | — | $9,650,758,503 |
| 2 | Adviser Investments | $476,031 | $5,014,033,546 | — | $5,014,033,546 |
| 3 | Anchor Capital Advisors LLC | $635,158 | $2,964,915,217 | — | $2,964,915,217 |
| 4 | Seaward Management | $1,704,521 | $2,560,190,632 | — | $2,560,190,632 |
| 5 | Heritage Financial Services | $326,835 | $1,411,598,462 | — | $1,411,598,462 |
| 6 | Foster Dykema Cabot & Co Inc | $2,205,076 | $1,342,891,244 | — | $1,342,891,244 |
| 7 | Lexington Wealth Management, Inc. | $431,773 | $929,176,425 | — | $929,176,425 |
| 8 | O'Brien Wealth Partners LLC | $352,432 | $570,939,231 | — | $570,939,231 |
| 9 | Stage Harbor Financial, LLC | $723,342 | $543,229,967 | — | $543,229,967 |
| 10 | Pinney & Scofield, Inc. | $454,809 | $502,108,597 | — | $502,108,597 |
| 11 | Berkshire Money Management, Inc. | $294,323 | $470,916,995 | — | $470,916,995 |
| 12 | Boston Research and Management, Inc. | $928,649 | $385,389,223 | — | $385,389,223 |
| 13 | Timber Creek Capital Management | $9,032,857 | $379,380,000 | — | $379,380,000 |
| 14 | The Relaxing Retirement Coach, Inc. | $1,344,716 | $363,073,217 | — | $363,073,217 |
| 15 | 93 Financial Group | $170,875 | $335,427,440 | — | $335,427,440 |
| 16 | Bromfield Financial Advisory Group, Inc. | $1,047,795 | $293,382,558 | — | $293,382,558 |
| 17 | Jonathan D. Pond | $336,113 | $280,318,383 | — | $280,318,383 |
| 18 | Claybrook Capital, LLC | $4,541,982 | $258,892,974 | — | $258,892,974 |
| 19 | Beck Bode Wealth Management, LLC | $142,451 | $254,702,000 | — | $254,702,000 |
| 20 | Guidance Point Advisors | $655,502 | $241,880,204 | — | $241,880,204 |
| 21 | Taylor Wealth Management Partners | $2,785,189 | $231,170,666 | — | $231,170,666 |
| 22 | FSA Wealth Management | $309,651 | $231,000,000 | — | $231,000,000 |
| 23 | Cooper Lapman Financial, LLC | $727,580 | $208,815,470 | — | $208,815,470 |
| 24 | Stonehearth Capital Management | $111,455 | $207,417,582 | — | $207,417,582 |
| 25 | Proctor Financial | $227,273 | $207,273,037 | — | $207,273,037 |
| 26 | Boston Standard Wealth Management | $121,607 | $192,138,418 | — | $192,138,418 |
| 27 | Perennial Advisors Group, LLC | $287,597 | $191,539,322 | — | $191,539,322 |
| 28 | Exchange Place Advisors, LLC | $366,083 | $188,532,983 | — | $188,532,983 |
| 29 | Abbot Financial Management, Inc | $516,183 | $187,890,493 | — | $187,890,493 |
| 30 | Cottage Street Advisors | $2,272,466 | $186,342,237 | — | $186,342,237 |
| 31 | Michael J. Crew, Investment Advisor | $1,588,073 | $173,100,000 | — | $173,100,000 |
| 32 | Darrow Wealth Management | $470,962 | $165,778,471 | — | $165,778,471 |
| 33 | Cox Capital Management LLC | $561,869 | $159,008,899 | — | $159,008,899 |
| 34 | Abaris Financial Group, LLC | $267,987 | $145,517,200 | — | $145,517,200 |
| 35 | Successful Money Strategies Inc | $239,346 | $143,847,000 | — | $143,847,000 |
| 36 | Beacon Financial Planning, Inc. | $223,058 | $143,203,462 | — | $143,203,462 |
| 37 | Barker Financial Group, Inc. | $274,099 | $137,597,568 | — | $137,597,568 |
| 38 | Beacon Financial Planning Of Cape Cod | $190,840 | $136,641,756 | — | $136,641,756 |
| 39 | Finarc Investments, Inc. | $290,161 | $117,224,911 | — | $117,224,911 |
| 40 | Traub Capital Management | $1,325,322 | $107,351,052 | — | $107,351,052 |
| 41 | Woodside Wealth Management | $381,882 | $121,707,175 | $113,102 | $121,820,277 |
| 42 | New England Investment & Retirement Group, Inc. | $262,480 | $522,113,283 | $1,010,026 | $523,123,309 |
| 43 | Cape Ann Capital, Inc. | $643,910 | $126,233,748 | $1,260,425 | $127,494,173 |
| 44 | Derby And Company Inc | $636,918 | $528,373,948 | $1,541,758 | $529,915,706 |
| 45 | Birch Hill Investment Advisors LLC | $1,407,746 | $1,562,274,409 | $1,731,230 | $1,564,005,639 |
| 46 | TFC Financial Management Inc | $847,598 | $902,533,872 | $1,852,812 | $904,386,684 |
| 47 | Cabot Wealth Management | $384,299 | $618,219,643 | $2,423,435 | $620,643,078 |
| 48 | Ferris Capital | $828,627 | $575,050,460 | $2,502,898 | $577,553,358 |
| 49 | 1620 Investment Advisors, Inc. | $284,560 | $119,543,083 | $2,532,972 | $122,076,055 |
| 50 | Thompson Wealth Management, Ltd.. | $509,727 | $263,999,383 | $2,587,583 | $266,586,966 |
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.
