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
101MICHAEL J. CREW, INVESTMENT ADVISOR$1,775,472$188,200,000$188,200,000
102DARROW WEALTH MANAGEMENT$598,668$187,981,900$187,981,900
103BEACON FINANCIAL PLANNING OF CAPE COD$255,025$180,302,396$180,302,396
104ASSET MANAGEMENT RESOURCES, LLC$258,002$159,232,670$20,336,781$179,569,451
105DIVERSIFIED FINANCIAL MANAGEMENT$470,994$66,062,314$108,205,611$174,267,925
106ALTSCHULER FINANCIAL SERVICES$1,044,630$159,998,985$11,320,329$171,319,314
107BARKER FINANCIAL GROUP, INC.$307,891$165,953,266$165,953,266
108ARTEMIS FINANCIAL ADVISORS$818,235$160,374,113$160,374,113
109STRATEGIC PLANNING GROUP, INC.$156,769$150,507,749$6,417,728$156,925,477
110CAPE ANN CAPITAL, INC.$432,068$154,851,092$1,557,661$156,408,753
111SUCCESSFUL MONEY STRATEGIES INC$252,657$154,121,000$154,121,000
112FINANCIAL PLANNING SOLUTIONS, LLC$161,603$130,245,633$17,136,322$147,381,955
113WOODSIDE WEALTH MANAGEMENT$447,826$144,080,853$119,195$144,200,048
114LENK LADNER INVESTMENT SOLUTIONS LLC$414,561$104,660,726$34,631,625$139,292,351
115FINARC INVESTMENTS, INC.$351,694$137,864,060$137,864,060
116FLYING POINT FINANCIAL, INC.$222,853$132,700,000$4,800,000$137,500,000
117GREAT OAK CAPITAL PARTNERS, LLC$159,064$129,000,000$7,000,000$136,000,000
118SECHREST FINANCIAL SERVICES$434,482$135,558,529$135,558,529
1191620 INVESTMENT ADVISORS, INC.$334,629$132,215,698$3,308,906$135,524,604
120MERIDIAN FINANCIAL, LLC$1,073,629$133,130,000$133,130,000
121FINIVI INC.$210,889$131,805,759$131,805,759
122CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
123POLARIS ADVISORS, LLC$477,965$101,396,599$30,043,852$131,440,451
124FORNESS FINANCIAL LLC$194,320$130,000,000$130,000,000
126ASSETGRADE, LLC$255,219$125,822,737$125,822,737
127HIGH PINES WEALTH MANAGEMENT LLC$1,052,510$122,899,153$244,568$123,143,721
128ATWATER WEALTH MANAGEMENT$476,323$117,125,968$2,907,538$120,033,506
129STAKEHOLDERS CAPITAL$876,277$118,297,354$118,297,354
130FINANCIALLY IN TUNE$204,919$108,491,175$8,722,346$117,213,521
131TRAUB CAPITAL MANAGEMENT$1,252,492$113,976,742$113,976,742
132WERNAU ASSET MANAGEMENT$528,070$113,007,068$113,007,068
133W.H. CORNERSTONE INVESTMENTS INC.$348,661$102,110,908$6,322,599$108,433,507
134FENWAY FINANCIAL ADVISORS, LLC$449,360$107,846,300$107,846,300
135VODIA CAPITAL, LLC$378,432$98,948,682$2,471,098$101,419,780
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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.