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$352,125,750$34,514,521,032$149,000,000,000$183,000,000,000
2CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
3AUREUS ASSET MANAGEMENT, LLC$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
4BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
5WINDROSE ADVISORS LLC$22,675,166$377,273,459$1,414,064,670$1,791,338,129
6BREEDS HILL CAPITAL LLC$3,295,195$107,923,825$1,302,419,524$1,410,343,349
7BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
8CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
9AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
10BOSTON PRIVATE WEALTH$978,664$12,697,123,638$618,579,481$13,315,703,119
11ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
12BEAUMONT FINANCIAL PARTNERS LLC$787,316$1,648,195,535$574,396,243$2,222,591,778
13NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC$863,279$1,606,554,074$514,523,611$2,121,077,685
14FLOREK FINANCIAL, LLC$613,718$298,267,000$298,267,000
15WINGATE WEALTH ADVISORS, INC.$340,578$626,440,049$293,460,560$919,900,609
16NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
17VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
18TWIN FOCUS CAPITAL PARTNERS, LLC$28,049,642$2,694,396,188$194,716,894$2,889,113,082
19REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC$3,635,618$2,278,265,588$193,954,522$2,472,220,110
20FAIRFIELD FINANCIAL ADVISORS$545,358$22,857,707$191,467,972$214,325,679
21ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
22SECHREST FINANCIAL SERVICES$434,482$135,558,529$135,558,529
23CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
24ROPES WEALTH ADVISORS$1,861,760$4,883,134,774$130,585,803$5,013,720,577
25RINET COMPANY, LLC$1,185,436$1,822,627,490$122,673,074$1,945,300,564
26DIVERSIFIED FINANCIAL MANAGEMENT$470,994$66,062,314$108,205,611$174,267,925
27FENWAY FINANCIAL ADVISORS, LLC$449,360$107,846,300$107,846,300
28BARRY INVESTMENT ADVISORS, LLC$458,759$552,511,214$91,127,308$643,638,522
29BAY COLONY ADVISORS$270,039$322,681,330$85,887,054$408,568,384
30CONTRAVISORY INVESTMENT MANAGEMENT, INC.$941,182$339,107,130$82,542,279$421,649,409
31BOSTON FINANCIAL MANAGEMENT LLC$1,325,990$2,767,994,167$78,907,311$2,846,901,478
32SOUTH SHORE CAPITAL ADVISORS, LLC$1,103,739$121,463,565$72,794,534$194,258,099
33THE BOLLARD GROUP LLC$9,604,353$5,504,246,728$66,278,228$5,570,524,956
34LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
35SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$397,180$472,830,355$62,964,903$535,795,258
36GREAT POINT WEALTH ADVISORS, LLC$438,215$356,585,000$59,281,000$415,866,000
37THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
38RIVERVIEW CAPITAL ADVISERS LLC$680,482$261,231,771$49,748,642$310,980,413
39SANDY COVE ADVISORS, LLC$490,741$210,935,296$49,157,436$260,092,732
40RESOLUTE FINANCIAL, LLC$225,790$301,815,513$41,385,099$343,200,612
41MG FINANCIAL LLC$10,293,787$1,142,620,384$41,165,128$1,183,785,512
42NORTHSTAR ASSET MANAGEMENT INC$1,323,581$589,057,253$36,996,634$626,053,887
43LENK LADNER INVESTMENT SOLUTIONS LLC$414,561$104,660,726$34,631,625$139,292,351
44BOSTON HILL ADVISORS, LLC$254,470$738,652,006$34,173,360$772,825,366
45WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.$501,087$315,488,648$31,263,432$346,752,080
46WELLESLEY INVESTMENT PARTNERS, LLC$679,911$388,979,601$30,525,788$419,505,389
47POLARIS ADVISORS, LLC$477,965$101,396,599$30,043,852$131,440,451
48THE FINANCIAL ADVISORS, LLC$361,709$703,867,978$27,868,491$731,736,469
49DAINTREE ADVISORS LLC$864,986$1,127,964,000$23,332,000$1,151,296,000
50PEDDOCK CAPITAL ADVISORS, LLC$1,429,302$271,221,651$21,785,346$293,006,997
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*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.