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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Cambridge Associates, LLC$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
2Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
3Appleton Partners, Inc.$1,904,115$12,431,966,957$12,431,966,957
4Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
5Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
6Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
7Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
8ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
9The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
10Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
11Aureus Asset Management, LLC$7,481,605$1,539,447,535$3,458,264,297$4,997,711,832
12F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
13Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
14CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
15Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
16Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
17Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
18Anchor Capital Advisors LLC$799,777$3,038,351,612$3,038,351,612
19Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
20Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
21Beaumont Financial Partners LLC$751,516$1,811,545,029$634,638,834$2,446,183,863
22CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
23New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
24Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
25Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
26Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
27Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
28ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
29NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
30Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
31Moody, Lynn & Lieberson, LLC$1,803,555$1,516,789,629$1,516,789,629
32Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
33TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
34MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
35Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
36Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
37Cabot Wealth Management$538,492$933,206,426$933,206,426
38Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
39The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
40O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
41Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
42New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
43Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
44Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
45Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
46Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
47Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
48Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
49Montis Financial, LLC$580,175$647,400,000$14,000,000$661,400,000
50Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
Next Page »

Showing 1 to 50 of 145 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 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.