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
    1ALCHEMI WEALTH, LLC$222,407$173,477,630$173,477,630
    2PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    3HERITAGE FINANCIAL SERVICES, LLC$436,848$2,228,359,850$2,228,359,850
    4PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    5FERRIS CAPITAL, LLC$1,228,763$755,689,292$755,689,292
    6MOODY, LYNN & LIEBERSON, LLC$2,062,553$1,829,484,751$1,829,484,751
    7COX CAPITAL MANAGEMENT LLC$722,315$286,036,701$286,036,701
    8FLYING POINT FINANCIAL, INC.$282,794$166,000,000$166,000,000
    9CUTLER CAPITAL MANAGEMENT$1,734,056$322,534,365$322,534,365
    10ANCHOR CAPITAL ADVISORS LLC$927,004$3,415,082,456$3,415,082,456
    11FORNESS FINANCIAL LLC$238,231$167,000,000$167,000,000
    12DARROW WEALTH MANAGEMENT$631,645$241,920,094$241,920,094
    13BROMFIELD SNEIDER WEALTH ADVISORS, INC.$1,476,335$432,566,267$432,566,267
    14CLAYBROOK CAPITAL, LLC$4,361,107$353,249,694$353,249,694
    15GENESIS WEALTH ADVISORS, LLC$325,354$210,829,362$210,829,362
    16BECK BODE LLC$165,755$433,780,344$433,780,344
    17BOSTON STANDARD WEALTH MANAGEMENT, LLC$252,310$374,932,485$374,932,485
    18JONATHAN D. POND, LLC$2,203,112$398,763,287$398,763,287
    19MCNAMARA FINANCIAL SERVICES, INC.$230,865$589,168,381$589,168,381
    20FINER WEALTH MANAGEMENT, INC.$266,892$163,871,463$163,871,463
    21CATALYST FINANCIAL PARTNERS$1,494,486$185,316,206$185,316,206
    22TIMBER CREEK CAPITAL MANAGEMENT, LLC$12,084,008$519,612,353$519,612,353
    23FINANCIAL SOLUTIONS ASSOCIATES$288,100$137,712,000$137,712,000
    24BEACON FINANCIAL PLANNING, INC$338,516$260,657,661$260,657,661
    25WEALTH EFFECTS$416,141$330,000,000$330,000,000
    26PERENNIAL ADVISORS GROUP, LLC$392,739$298,874,238$298,874,238
    27BOSTON RESEARCH AND MANAGEMENT, INC.$1,302,400$548,310,400$548,310,400
    28INNOVATIVE ADVISORY GROUP$165,655$136,500,000$136,500,000
    29ETRE LLC$2,593,672$132,277,251$132,277,251
    30APPLETON PARTNERS, INC.$1,882,589$12,509,801,332$12,509,801,332
    31MERIDIAN FINANCIAL, LLC$1,443,328$186,189,298$186,189,298
    32O'BRIEN WEALTH PARTNERS LLC$506,775$948,175,951$948,175,951
    33KRAEMATON INVESTMENT ADVISORS, INC$383,980$193,141,913$193,141,913
    3493 FINANCIAL GROUP, LLC$271,898$629,444,458$629,444,458
    35WERNAU ASSET MANAGEMENT$769,313$167,710,325$167,710,325
    36ABBOT FINANCIAL MANAGEMENT, INC$659,741$309,418,564$309,418,564
    38PRIO WEALTH LP$2,430,888$4,081,461,007$4,081,461,007
    39EXCHANGE PLACE ADVISORS, LLC$453,096$293,153,209$293,153,209
    40PINNEY & SCOFIELD, INC.$586,786$664,829,088$664,829,088
    41TITANIUM ADVISORS, LLC$614,041$139,387,284$139,387,284
    42COTTAGE STREET ADVISORS$2,337,990$233,798,953$233,798,953
    43NORTHSTAR ASSET MANAGEMENT INC$1,696,443$792,239,004$792,239,004
    44STONEHEARTH CAPITAL MANAGEMENT$252,554$310,641,843$310,641,843
    45FINANCIAL SOLUTIONS ASSOCIATES$864,907$130,600,885$130,600,885
    46TAXBRIDGE FINANCIAL GROUP INC$2,503,021$120,145,000$120,145,000
    47TRAUB CAPITAL MANAGEMENT$1,581,289$148,641,154$148,641,154
    48TFC FINANCIAL MANAGEMENT INC$1,116,163$1,394,087,469$1,394,087,469
    49NBW CAPITAL LLC$1,794,998$495,419,489$495,419,489
    50ARTEMIS FINANCIAL ADVISORS$806,625$265,379,677$265,379,677
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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.