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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
101Alchemi Wealth, LLC$218,367$67,944,791$39,054,880$106,999,671
102Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
103Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
104Lenk Ladner Investment Solutions LLC$507,795$129,228,994$44,944,793$174,173,787
105Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
106Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
107Sandy Cove Advisors, LLC$513,827$266,042,142$51,503,090$317,545,232
108THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
109Riverview Capital Advisers LLC$798,049$327,966,174$56,693,324$384,659,498
110Great Point Wealth Advisors, LLC$472,467$412,015,000$57,145,000$469,160,000
111F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
112Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
113Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
114Bay Colony Advisory Group, Inc.$298,006$462,575,081$73,240,358$535,815,439
115Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
116South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
117Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
118Diversified Financial Management Associates, Inc.$489,073$83,086,155$105,695,981$188,782,136
119Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
120Fenway Financial Advisors, LLC$447,547$128,445,870$128,445,870
121Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
122ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
123Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
124Fenton Gregory Coleman$374,732$152,515,726$152,515,726
125The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
126Fairfield Financial Advisors Ltd$620,893$30,681,271$220,159,495$250,840,766
127VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
128NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
129Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
130Florek Financial, LLC$693,515$336,355,000$336,355,000
131Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
132New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
133ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
134Beaumont Financial Partners LLC$751,516$1,811,545,029$634,638,834$2,446,183,863
135Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
136Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
137Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
138Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
139Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
140Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
141Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
142Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
143CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
144Aureus Asset Management, LLC$7,481,605$1,539,447,535$3,458,264,297$4,997,711,832
145Cambridge Associates, LLC$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
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Showing 101 to 145 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.