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