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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Stonehearth Capital Management$111,455$207,417,582$207,417,582
2Boston Standard Wealth Management$121,607$192,138,418$192,138,418
3Beck Bode Wealth Management, LLC$142,451$254,702,000$254,702,000
4McNamara Financial Services, Inc.$168,158$381,870,416$7,414,514$389,284,930
593 Financial Group$170,875$335,427,440$335,427,440
6Morgillo Financial Management$187,602$111,000,000$4,000,000$115,000,000
7Beacon Financial Planning Of Cape Cod$190,840$136,641,756$136,641,756
8Resolute Financial, LLC$191,826$226,553,615$43,153,069$269,706,684
9Beacon Financial Planning, Inc.$223,058$143,203,462$143,203,462
10Proctor Financial$227,273$207,273,037$207,273,037
11Asset Management Resources, LLC$233,181$126,343,340$16,363,642$142,706,982
12Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
13Successful Money Strategies Inc$239,346$143,847,000$143,847,000
14Bay Colony Advisors$241,263$350,928,732$25,924,453$376,853,185
15New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
16Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
17Barker Financial Group, Inc.$274,099$137,597,568$137,597,568
181620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
19Perennial Advisors Group, LLC$287,597$191,539,322$191,539,322
20Cambridge Cape Cod Advisors$288,135$107,186,161$107,186,161
21Finarc Investments, Inc.$290,161$117,224,911$117,224,911
22Wealth Management Advisors, LLC$293,738$261,234,926$4,010,438$265,245,364
23Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
24Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
25FSA Wealth Management$309,651$231,000,000$231,000,000
26Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
27The Financial Advisors, LLC$316,394$573,210,136$23,193,214$596,403,350
28Heritage Financial Services$326,835$1,411,598,462$1,411,598,462
29Jonathan D. Pond$336,113$280,318,383$280,318,383
30Sensible Financial Planning and Management$339,882$364,379,523$61,832,477$426,212,000
31West Branch Capital$340,663$314,503,682$9,125,734$323,629,416
32Carl P. Sherr & Co., LLC$347,173$197,369,730$22,738,205$220,107,935
33O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
34Exchange Place Advisors, LLC$366,083$188,532,983$188,532,983
35Great Point Wealth Advisors, LLC$380,749$274,649,000$61,933,000$336,582,000
36Woodside Wealth Management$381,882$121,707,175$113,102$121,820,277
37Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
38White Lighthouse Investment Management, Inc.$385,013$229,003,143$18,945,479$247,948,622
39Shorepoint Capital Partners LLC$394,072$302,127,814$17,858,724$319,986,538
40Monument Group Wealth Advisors, Llc$407,949$103,211,000$103,211,000
41Single Point Partners$419,131$189,452,612$3,347,572$192,800,184
42Lenk Ladner Investment Solutions LLC$421,531$107,314,198$36,849,298$144,163,496
43Sandy Cove Advisors, LLC$425,609$156,337,730$33,909,705$190,247,435
44Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
45Barry Investment Advisors, LLC$431,964$506,282,882$95,874,481$602,157,363
46Fairfield Financial Advisors$432,512$22,857,707$151,877,159$174,734,866
47Montis Financial, LLC$451,678$498,700,000$12,600,000$511,300,000
48Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
49Diversified Financial Management$468,109$53,300,970$94,621,390$147,922,360
50Darrow Wealth Management$470,962$165,778,471$165,778,471
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Showing 1 to 50 of 118 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.


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