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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Kelly Financial Services LLC$103,781$304,688,784$18,485,573$323,174,357
2Beck Bode LLC$157,996$342,218,634$342,218,634
3Financial Planning Solutions, LLC$179,686$160,761,198$20,002,604$180,763,802
4Great Oak Capital Partners, LLC$184,024$173,000,000$9,000,000$182,000,000
5Finivi Inc.$198,761$167,597,248$14,865,372$182,462,620
6Forness Financial LLC$210,379$150,000,000$150,000,000
7McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
8Alchemi Wealth, LLC$218,367$67,944,791$39,054,880$106,999,671
9Financially In Tune, LLC$219,203$129,790,493$10,280,339$140,070,832
10Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
11Savior LLC$222,025$221,136,495$37,301,054$258,437,549
12Stakeholders Capital, Inc.$236,943$117,158,827$16,950,965$134,109,792
1393 Financial Group, LLC$240,083$531,543,590$531,543,590
14Stonehearth Capital Management LLC$240,250$262,112,251$262,112,251
15Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
16Asset Management Resources, LLC$254,777$180,265,869$14,384,015$194,649,884
17Flying Point Financial, Inc.$262,477$136,000,000$6,000,000$142,000,000
18Strategic Planning Group, Inc.$263,224$184,702,794$4,818,813$189,521,607
19Successful Money Strategies Inc$266,659$161,862,000$161,862,000
20Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
21Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
22Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
23Bay Colony Advisory Group, Inc.$298,006$462,575,081$73,240,358$535,815,439
24Assetgrade, LLC$300,333$160,620,386$658,274$161,278,660
25Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
26Peak Financial Management Inc$324,647$360,682,330$360,682,330
27Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
281620 Investment Advisors, Inc.$347,328$143,648,814$3,618,185$147,266,999
29Adcm, LLC$347,389$130,618,137$130,618,137
30New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
31Barker Financial Group, Inc.$349,835$194,699,776$1,208,009$195,907,785
32Wealth Management Advisors, LLC$356,356$316,373,729$5,415,409$321,789,138
33Cape Ann Capital, Inc.$356,541$167,756,935$18,714,140$186,471,075
34Perennial Advisors Group, LLC$360,490$268,925,325$268,925,325
35Finarc Investments, Inc.$361,307$144,884,068$144,884,068
36Kraematon Investment Advisors, Inc$363,368$171,146,308$171,146,308
37Fenton Gregory Coleman$374,732$152,515,726$152,515,726
38FSA Wealth Management, LLC$375,313$450,000,000$450,000,000
39West Branch Capital LLC$379,878$427,416,750$12,482,432$439,899,182
40W.H. Cornerstone Investments Inc.$386,940$117,234,262$7,360,485$124,594,747
41Aevitas Wealth Management, Inc.$391,567$486,684,864$14,912,568$501,597,432
42Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
43Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
44The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
45Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
46Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
47Shorepoint Capital Partners LLC$438,831$359,021,000$23,640,000$382,661,000
48Exchange Place Advisors, LLC$440,419$262,929,898$262,929,898
49Vodia Capital, LLC$445,057$150,366,230$2,288,454$152,654,684
50Fenway Financial Advisors, LLC$447,547$128,445,870$128,445,870
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Showing 1 to 50 of 145 entries

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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 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.