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
1CAMBRIDGE ASSOCIATES, LLC$352,125,750$34,514,521,032$149,000,000,000$183,000,000,000
2BOSTON PRIVATE WEALTH$978,664$12,697,123,638$618,579,481$13,315,703,119
3APPLETON PARTNERS, INC.$1,790,992$11,188,326,079$11,188,326,079
4LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
5BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
6ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
7ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
8THE BOLLARD GROUP LLC$9,604,353$5,504,246,728$66,278,228$5,570,524,956
9CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
10ROPES WEALTH ADVISORS$1,861,760$4,883,134,774$130,585,803$5,013,720,577
11AUREUS ASSET MANAGEMENT, LLC$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
12CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
13ANCHOR CAPITAL ADVISORS LLC$777,790$3,260,497,199$3,260,497,199
14PRIO WEALTH LIMITED PARTNERSHIP$2,030,648$3,088,616,263$3,088,616,263
15TWIN FOCUS CAPITAL PARTNERS, LLC$28,049,642$2,694,396,188$194,716,894$2,889,113,082
16BOSTON FINANCIAL MANAGEMENT LLC$1,325,990$2,767,994,167$78,907,311$2,846,901,478
17F L PUTNAM INVESTMENT MANAGEMENT CO.$941,641$2,766,710,777$18,662,501$2,785,373,278
18REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC$3,635,618$2,278,265,588$193,954,522$2,472,220,110
19CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
20BEAUMONT FINANCIAL PARTNERS LLC$787,316$1,648,195,535$574,396,243$2,222,591,778
21NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC$863,279$1,606,554,074$514,523,611$2,121,077,685
22BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
23BIRCH HILL INVESTMENT ADVISORS LLC$1,692,594$1,960,763,981$2,644,796$1,963,408,777
24RINET COMPANY, LLC$1,185,436$1,822,627,490$122,673,074$1,945,300,564
25ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
26WINDROSE ADVISORS LLC$22,675,166$377,273,459$1,414,064,670$1,791,338,129
27HERITAGE FINANCIAL SERVICES, LLC$364,258$1,601,277,179$1,601,277,179
28NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
29BREEDS HILL CAPITAL LLC$3,295,195$107,923,825$1,302,419,524$1,410,343,349
30MOODY, LYNN & LIEBERSON, LLC$1,740,806$1,373,495,918$1,373,495,918
31MG FINANCIAL LLC$10,293,787$1,142,620,384$41,165,128$1,183,785,512
32DAINTREE ADVISORS LLC$864,986$1,127,964,000$23,332,000$1,151,296,000
33TFC FINANCIAL MANAGEMENT INC$928,027$1,079,946,959$2,132,927$1,082,079,886
34FIDUCIARY WEALTH PARTNERS, LLC$5,357,639$964,375,024$964,375,024
35WINGATE WEALTH ADVISORS, INC.$340,578$626,440,049$293,460,560$919,900,609
36BOSTON HILL ADVISORS, LLC$254,470$738,652,006$34,173,360$772,825,366
37CABOT WEALTH MANAGEMENT$457,445$759,816,252$759,816,252
38THE FINANCIAL ADVISORS, LLC$361,709$703,867,978$27,868,491$731,736,469
39O'BRIEN WEALTH PARTNERS LLC$407,716$704,125,067$704,125,067
40NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.$317,358$652,339,207$2,686,877$655,026,084
41BARRY INVESTMENT ADVISORS, LLC$458,759$552,511,214$91,127,308$643,638,522
42MINOT WEALTH MANAGEMENT LLC$1,465,554$634,093,566$491,412$634,584,978
43STAGE HARBOR FINANCIAL$750,857$631,470,357$631,470,357
44NORTHSTAR ASSET MANAGEMENT INC$1,323,581$589,057,253$36,996,634$626,053,887
45AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
46DERBY AND COMPANY INC$705,366$622,132,744$622,132,744
47MONTIS FINANCIAL, LLC$551,123$600,200,000$13,200,000$613,400,000
48BERKSHIRE MONEY MANAGEMENT, INC.$363,151$609,003,770$609,003,770
49FERRIS CAPITAL, LLC$971,202$591,013,275$1,419,799$592,433,074
50THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
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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 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.