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
1Cambridge Associates, LLC$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
2Aureus Asset Management, LLC$7,481,605$1,539,447,535$3,458,264,297$4,997,711,832
3CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
4Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
5Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
6Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
7Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
8Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
9Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
10Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
11Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
12Beaumont Financial Partners LLC$751,516$1,811,545,029$634,638,834$2,446,183,863
13ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
14New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
15Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
16Florek Financial, LLC$693,515$336,355,000$336,355,000
17Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
18NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
19VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
20Fairfield Financial Advisors Ltd$620,893$30,681,271$220,159,495$250,840,766
21The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
22Fenton Gregory Coleman$374,732$152,515,726$152,515,726
23Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
24ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
25Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
26Fenway Financial Advisors, LLC$447,547$128,445,870$128,445,870
27Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
28Diversified Financial Management Associates, Inc.$489,073$83,086,155$105,695,981$188,782,136
29Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
30South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
31Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
32Bay Colony Advisory Group, Inc.$298,006$462,575,081$73,240,358$535,815,439
33Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
34Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
35F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
36Great Point Wealth Advisors, LLC$472,467$412,015,000$57,145,000$469,160,000
37Riverview Capital Advisers LLC$798,049$327,966,174$56,693,324$384,659,498
38THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
39Sandy Cove Advisors, LLC$513,827$266,042,142$51,503,090$317,545,232
40Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
41Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
42Lenk Ladner Investment Solutions LLC$507,795$129,228,994$44,944,793$174,173,787
43Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
44Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
45Alchemi Wealth, LLC$218,367$67,944,791$39,054,880$106,999,671
46Savior LLC$222,025$221,136,495$37,301,054$258,437,549
47Kastel Capital Advisors, LLC$713,426$70,180,070$36,120,388$106,300,458
48Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
49Carl P. Sherr & Co., LLC$482,518$292,375,677$31,393,627$323,769,304
50Polaris Advisors, LLC$577,810$104,098,495$31,109,040$135,207,535
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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 Data.

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

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.