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 | Kraematon Investment Advisors, Inc | $363,368 | $171,146,308 | — | $171,146,308 |
| 2 | Appleton Partners, Inc. | $1,904,115 | $12,431,966,957 | — | $12,431,966,957 |
| 3 | Stonehearth Capital Management LLC | $240,250 | $262,112,251 | — | $262,112,251 |
| 4 | Cooper Lapman Financial, LLC | $988,465 | $296,539,363 | — | $296,539,363 |
| 5 | Successful Money Strategies Inc | $266,659 | $161,862,000 | — | $161,862,000 |
| 6 | Cutler Capital Management LLC | $1,440,733 | $249,246,822 | — | $249,246,822 |
| 7 | Finarc Investments, Inc. | $361,307 | $144,884,068 | — | $144,884,068 |
| 8 | Fiduciary Wealth Partners, LLC | $5,870,748 | $1,068,476,095 | — | $1,068,476,095 |
| 9 | Cox Capital Management LLC | $653,236 | $234,511,680 | — | $234,511,680 |
| 10 | TAYLOR WEALTH MANAGEMENT PARTNERS | $776,598 | $281,905,127 | — | $281,905,127 |
| 11 | Jonathan D. Pond, LLC | $1,953,296 | $353,546,529 | — | $353,546,529 |
| 12 | Beacon Financial Planning, Inc | $290,996 | $207,479,961 | — | $207,479,961 |
| 13 | Crew Michael John | $1,194,105 | $165,980,600 | — | $165,980,600 |
| 14 | Abbot Financial Management, Inc | $494,183 | $212,992,975 | — | $212,992,975 |
| 15 | Moody, Lynn & Lieberson, LLC | $1,803,555 | $1,516,789,629 | — | $1,516,789,629 |
| 16 | Bromfield Sneider Wealth Advisors, Inc. | $1,327,136 | $380,888,065 | — | $380,888,065 |
| 17 | O'Brien Wealth Partners LLC | $459,612 | $819,027,871 | — | $819,027,871 |
| 18 | The Relaxing Retirement Coach, Inc. | $1,586,742 | $452,221,521 | — | $452,221,521 |
| 19 | Timber Creek Capital Management, LLC | $10,919,116 | $469,522,000 | — | $469,522,000 |
| 20 | Forness Financial LLC | $210,379 | $150,000,000 | — | $150,000,000 |
| 21 | Pension & Wealth Management Advisors, Inc. | $307,822 | $128,053,975 | — | $128,053,975 |
| 22 | Anchor Capital Advisors LLC | $799,777 | $3,038,351,612 | — | $3,038,351,612 |
| 23 | Cabot Wealth Management | $538,492 | $933,206,426 | — | $933,206,426 |
| 24 | FSA Wealth Management, LLC | $375,313 | $450,000,000 | — | $450,000,000 |
| 25 | Beck Bode LLC | $157,996 | $342,218,634 | — | $342,218,634 |
| 26 | Proctor Financial, Inc. | $1,279,218 | $275,031,811 | — | $275,031,811 |
| 27 | The Darrow Company, Inc. | $550,665 | $200,441,931 | — | $200,441,931 |
| 28 | Traub Capital Management, LLC | $1,436,819 | $126,440,077 | — | $126,440,077 |
| 29 | Wernau Asset Management Inc. | $651,115 | $141,942,973 | — | $141,942,973 |
| 30 | Sustainable Investment Solutions, LLC | $766,078 | $113,379,574 | — | $113,379,574 |
| 31 | Meridian Financial, LLC | $1,266,158 | $157,003,537 | — | $157,003,537 |
| 32 | Stage Harbor Financial, LLC | $792,714 | $718,199,138 | — | $718,199,138 |
| 33 | Boston Standard Wealth Management, LLC | $220,453 | $312,822,713 | — | $312,822,713 |
| 34 | Artemis Financial Advisors LLC | $1,002,010 | $218,438,271 | — | $218,438,271 |
| 35 | Berkshire Money Management, Inc. | $393,747 | $694,175,826 | — | $694,175,826 |
| 36 | 93 Financial Group, LLC | $240,083 | $531,543,590 | — | $531,543,590 |
| 37 | Heritage Financial Services, LLC | $394,580 | $1,825,326,930 | — | $1,825,326,930 |
| 38 | Adviser Investments LLC | $607,534 | $6,541,316,035 | — | $6,541,316,035 |
| 39 | Sachetta & Callahan, LLC | $279,761 | $268,849,926 | — | $268,849,926 |
| 40 | McNamara Financial Services, Inc. | $211,314 | $510,957,683 | — | $510,957,683 |
| 41 | Cottage Street Advisors, LLC | $2,117,921 | $184,259,097 | — | $184,259,097 |
| 42 | Adcm, LLC | $347,389 | $130,618,137 | — | $130,618,137 |
| 43 | Boston Research And Management, Inc. | $1,172,174 | $481,763,335 | — | $481,763,335 |
| 44 | Peak Financial Management Inc | $324,647 | $360,682,330 | — | $360,682,330 |
| 45 | Prio Wealth Limited Partnership | $2,180,229 | $3,516,709,222 | — | $3,516,709,222 |
| 46 | Perennial Advisors Group, LLC | $360,490 | $268,925,325 | — | $268,925,325 |
| 47 | Pinney & Scofield, Inc. | $529,149 | $577,301,188 | — | $577,301,188 |
| 48 | GUIDANCE POINT ADVISORS, LLC | $754,351 | $294,196,903 | — | $294,196,903 |
| 49 | Exchange Place Advisors, LLC | $440,419 | $262,929,898 | — | $262,929,898 |
| 50 | Woodside Wealth Management LLC | $462,991 | $167,480,176 | $122,518 | $167,602,694 |
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.
