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
1High Pines Wealth Management Llc$1,065,109$101,865,873$3,579,910$105,445,783
2Forness Financial Llc$172,581$107,000,000$107,000,000
3W.H. Cornerstone Investments Inc.$325,672$101,292,661$5,853,292$107,145,953
4Cambridge Cape Cod Advisors$288,135$107,186,161$107,186,161
5Traub Capital Management$1,325,322$107,351,052$107,351,052
6Great Oak Capital Partners, Llc$181,291$103,000,000$6,500,000$109,500,000
7Meridian Financial, Llc$919,470$113,094,785$113,094,785
8Sechrest Financial Services$2,721,429$114,300,000$114,300,000
9Morgillo Financial Management, Inc.$187,602$111,000,000$4,000,000$115,000,000
10Finarc Investments, Inc.$290,161$117,224,911$117,224,911
11Financial Planning Solutions, Llc$149,588$105,042,263$13,880,568$118,922,831
12Cutter Financial Group Llc$142,358$118,411,885$2,734,764$121,146,649
13Woodside Wealth Management$381,882$121,707,175$113,102$121,820,277
141620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
15Cape Ann Capital, Inc.$643,910$126,233,748$1,260,425$127,494,173
16Beacon Financial Planning Of Cape Cod$190,840$136,641,756$136,641,756
17Barker Financial Group, Inc.$274,099$137,597,568$137,597,568
18Asset Management Resources, Llc$233,181$126,343,340$16,363,642$142,706,982
19Beacon Financial Planning, Inc.$223,058$143,203,462$143,203,462
20Altschuler Financial Services$819,511$135,063,143$8,351,209$143,414,352
21Successful Money Strategies Inc$239,346$143,847,000$143,847,000
22Lenk Ladner Investment Solutions Llc$421,531$107,314,198$36,849,298$144,163,496
23Concordia Wealth Management, Llc$1,232,314$120,483,820$23,696,946$144,180,766
24Diversified Financial Management$468,109$53,300,970$94,621,390$147,922,360
25Cox Capital Management Llc$561,869$159,008,899$159,008,899
26Darrow Wealth Management$470,962$165,778,471$165,778,471
27Gray Equity Management, Llc$866,861$162,325,251$4,111,997$166,437,248
28South Shore Capital Advisors, Llc$1,010,417$113,620,787$56,129,344$169,750,131
29Michael J. Crew, Investment Advisor$1,588,073$173,100,000$173,100,000
30Fairfield Financial Advisors$432,512$22,857,707$151,877,159$174,734,866
31Cottage Street Advisors$2,272,466$186,342,237$186,342,237
32Exchange Place Advisors, Llc$366,083$188,532,983$188,532,983
33Sandy Cove Advisors, Llc$425,609$156,337,730$33,909,705$190,247,435
34Perennial Advisors Group, Llc$287,597$191,539,322$191,539,322
35Boston Standard Wealth Management, Llc$121,607$192,138,418$192,138,418
36Single Point Partners$419,131$189,452,612$3,347,572$192,800,184
37Abbot Financial Management, Inc$493,307$200,282,730$200,282,730
38Sachetta & Callahan, Llc$195,794$203,429,656$203,429,656
39Riverview Capital Advisers Llc$508,700$165,924,841$37,555,169$203,480,010
40Proctor Financial$227,273$207,273,037$207,273,037
41Stonehearth Capital Management$111,455$207,417,582$207,417,582
42Cooper Lapman Financial, Llc$727,580$208,815,470$208,815,470
43Little House Capital, Llc$568,370$198,136,767$12,728,361$210,865,128
44Carl P. Sherr & Co., Llc$347,173$197,369,730$22,738,205$220,107,935
45Fsa Wealth Management, Llc$309,651$231,000,000$231,000,000
46Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
47Florek Financial, Llc$520,199$232,529,000$232,529,000
48Guidance Point Advisors, Llc$655,502$241,880,204$241,880,204
49White Lighthouse Investment Management, Inc.$385,013$229,003,143$18,945,479$247,948,622
50Rpg Family Wealth Advisory, Llc$257,645$248,348,812$1,824,237$250,173,049
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Showing 1 to 50 of 127 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.