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
101Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
102Boston Financial Management LLC$1,079,761$2,148,528,656$46,624,617$2,195,153,273
103Twin Focus Capital Partners$27,931,098$2,200,453,539$173,689,807$2,374,143,346
104Cambridge Associates Ltd. LLC$263,854,570$2,374,691,130$2,374,691,130
105Seaward Management$1,704,521$2,560,190,632$2,560,190,632
106Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
107Anchor Capital Advisors LLC$635,158$2,964,915,217$2,964,915,217
108Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
109Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
110Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
111The Bollard Group$9,098,637$4,876,294,015$64,265,899$4,940,559,914
112Adviser Investments$476,031$5,014,033,546$5,014,033,546
113Athena Capital Advisors$13,573,302$5,212,095,781$610,850,661$5,822,946,442
114Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
115Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351
116Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,541,179$7,053,569,192$188,790,290$7,242,359,482
117The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
118Appleton Partners,Inc.$1,627,172$9,650,758,503$9,650,758,503
« Previous Page

Showing 101 to 118 of 118 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.