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