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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
101Successful Money Strategies Inc$266,659$161,862,000$161,862,000
102Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
103Finarc Investments, Inc.$361,307$144,884,068$144,884,068
104Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
105Cox Capital Management LLC$653,236$234,511,680$234,511,680
106TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
107Jonathan D. Pond, LLC$1,953,296$353,546,529$353,546,529
108Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
109Crew Michael John$1,194,105$165,980,600$165,980,600
110Abbot Financial Management, Inc$494,183$212,992,975$212,992,975
111Moody, Lynn & Lieberson, LLC$1,803,555$1,516,789,629$1,516,789,629
112Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
113O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
114The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
115Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
116Forness Financial LLC$210,379$150,000,000$150,000,000
117Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
118Anchor Capital Advisors LLC$799,777$3,038,351,612$3,038,351,612
119Cabot Wealth Management$538,492$933,206,426$933,206,426
120FSA Wealth Management, LLC$375,313$450,000,000$450,000,000
121Beck Bode LLC$157,996$342,218,634$342,218,634
122Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
123The Darrow Company, Inc.$550,665$200,441,931$200,441,931
124Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
125Wernau Asset Management Inc.$651,115$141,942,973$141,942,973
126Sustainable Investment Solutions, LLC$766,078$113,379,574$113,379,574
127Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
128Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
129Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
130Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
131Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
13293 Financial Group, LLC$240,083$531,543,590$531,543,590
133Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
134Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
135Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
136McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
137Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
138Adcm, LLC$347,389$130,618,137$130,618,137
139Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
140Peak Financial Management Inc$324,647$360,682,330$360,682,330
141Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
142Perennial Advisors Group, LLC$360,490$268,925,325$268,925,325
143Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
144GUIDANCE POINT ADVISORS, LLC$754,351$294,196,903$294,196,903
145Exchange Place Advisors, LLC$440,419$262,929,898$262,929,898
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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.