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
51PINNEY & SCOFIELD, INC.$512,158$548,008,928$548,008,928
52SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$397,180$472,830,355$62,964,903$535,795,258
53EXCALIBUR MANAGEMENT CORP$631,786$469,290,000$15,922,000$485,212,000
54AEVITAS WEALTH MANAGEMENT, INC.$327,868$453,635,883$11,937,003$465,572,886
55MCNAMARA FINANCIAL SERVICES, INC.$195,020$444,058,798$9,751,981$453,810,779
56BOSTON RESEARCH AND MANAGEMENT, INC.$1,096,319$446,201,807$446,201,807
57CLARO ADVISORS, LLC$317,079$423,349,430$20,243,757$443,593,187
5893 FINANCIAL GROUP, LLC$208,634$440,426,099$440,426,099
59VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
60TIMBER CREEK CAPITAL MANAGEMENT, LLC$10,280,952$431,800,000$431,800,000
61CONTRAVISORY INVESTMENT MANAGEMENT, INC.$941,182$339,107,130$82,542,279$421,649,409
62WELLESLEY INVESTMENT PARTNERS, LLC$679,911$388,979,601$30,525,788$419,505,389
63THE RELAXING RETIREMENT COACH, INC.$1,546,361$417,517,508$417,517,508
64GREAT POINT WEALTH ADVISORS, LLC$438,215$356,585,000$59,281,000$415,866,000
65WEST BRANCH CAPITAL LLC$362,569$398,959,241$11,831,741$410,790,982
66BAY COLONY ADVISORS$270,039$322,681,330$85,887,054$408,568,384
67RENAISSANCE INVESTMENT GROUP, LLC$975,929$383,758,125$11,492,932$395,251,057
68FSA WEALTH MANAGEMENT, LLC$331,335$360,000,000$4,800,000$364,800,000
69SHOREPOINT CAPITAL PARTNERS LLC$408,384$341,222,000$20,606,000$361,828,000
70MONUMENT GROUP WEALTH ADVISORS, LLC$1,022,684$345,350,458$5,430,000$350,780,458
71WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.$501,087$315,488,648$31,263,432$346,752,080
72RESOLUTE FINANCIAL, LLC$225,790$301,815,513$41,385,099$343,200,612
73BROMFIELD SNEIDER WEALTH ADVISORS, INC.$1,219,967$341,590,643$341,590,643
74CUTLER CAPITAL MANAGEMENT$1,749,740$325,451,722$325,451,722
75PEAK FINANCIAL MANAGEMENT INC$298,862$315,466,766$729,148$316,195,914
76JONATHAN D. POND, LLC$1,913,530$315,732,446$315,732,446
77RIVERVIEW CAPITAL ADVISERS LLC$680,482$261,231,771$49,748,642$310,980,413
78FLOREK FINANCIAL, LLC$613,718$298,267,000$298,267,000
79GUIDANCE POINT ADVISORS, LLC$754,351$294,196,903$294,196,903
80PEDDOCK CAPITAL ADVISORS, LLC$1,429,302$271,221,651$21,785,346$293,006,997
81TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
82BECK BODE LLC$199,384$275,548,528$275,548,528
83CARL P. SHERR & CO., LLC$408,962$250,022,795$19,073,919$269,096,714
84THOMPSON WEALTH MANAGEMENT, LTD.$534,355$264,682,624$3,029,227$267,711,851
85SANDY COVE ADVISORS, LLC$490,741$210,935,296$49,157,436$260,092,732
86COOPER LAPMAN FINANCIAL, LLC$868,753$253,675,753$253,675,753
87PERENNIAL ADVISORS GROUP, LLC$335,095$246,964,710$246,964,710
88BOSTON STANDARD WEALTH MANAGEMENT, LLC$167,577$236,954,098$236,954,098
89SACHETTA & CALLAHAN, LLC$236,645$232,858,474$232,858,474
90STONEHEARTH CAPITAL MANAGEMENT$151,176$232,357,289$232,357,289
91PROCTOR FINANCIAL$260,322$229,343,796$229,343,796
92SINGLE POINT PARTNERS$406,522$225,754,936$3,523,658$229,278,594
93EXCHANGE PLACE ADVISORS, LLC$391,340$224,237,805$224,237,805
94GRAY EQUITY MANAGEMENT, LLC$1,259,816$214,396,931$4,811,131$219,208,062
95FAIRFIELD FINANCIAL ADVISORS$545,358$22,857,707$191,467,972$214,325,679
96COTTAGE STREET ADVISORS$2,541,945$213,523,369$213,523,369
97ABBOT FINANCIAL MANAGEMENT, INC$494,183$212,992,975$212,992,975
98LITTLE HOUSE CAPITAL, LLC$622,352$208,612,484$1,120,120$209,732,604
99COX CAPITAL MANAGEMENT LLC$633,745$205,333,526$205,333,526
100SOUTH SHORE CAPITAL ADVISORS, LLC$1,103,739$121,463,565$72,794,534$194,258,099
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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.