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
1STONEHEARTH CAPITAL MANAGEMENT$151,176$232,357,289$232,357,289
2STRATEGIC PLANNING GROUP, INC.$156,769$150,507,749$6,417,728$156,925,477
3GREAT OAK CAPITAL PARTNERS, LLC$159,064$129,000,000$7,000,000$136,000,000
4FINANCIAL PLANNING SOLUTIONS, LLC$161,603$130,245,633$17,136,322$147,381,955
5BOSTON STANDARD WEALTH MANAGEMENT, LLC$167,577$236,954,098$236,954,098
6FORNESS FINANCIAL LLC$194,320$130,000,000$130,000,000
7MCNAMARA FINANCIAL SERVICES, INC.$195,020$444,058,798$9,751,981$453,810,779
8BECK BODE LLC$199,384$275,548,528$275,548,528
9FINANCIALLY IN TUNE$204,919$108,491,175$8,722,346$117,213,521
1093 FINANCIAL GROUP, LLC$208,634$440,426,099$440,426,099
11FINIVI INC.$210,889$131,805,759$131,805,759
12FLYING POINT FINANCIAL, INC.$222,853$132,700,000$4,800,000$137,500,000
13RESOLUTE FINANCIAL, LLC$225,790$301,815,513$41,385,099$343,200,612
14SACHETTA & CALLAHAN, LLC$236,645$232,858,474$232,858,474
15SUCCESSFUL MONEY STRATEGIES INC$252,657$154,121,000$154,121,000
16BOSTON HILL ADVISORS, LLC$254,470$738,652,006$34,173,360$772,825,366
17BEACON FINANCIAL PLANNING OF CAPE COD$255,025$180,302,396$180,302,396
18ASSETGRADE, LLC$255,219$125,822,737$125,822,737
19ASSET MANAGEMENT RESOURCES, LLC$258,002$159,232,670$20,336,781$179,569,451
20PROCTOR FINANCIAL$260,322$229,343,796$229,343,796
21BAY COLONY ADVISORS$270,039$322,681,330$85,887,054$408,568,384
22PEAK FINANCIAL MANAGEMENT INC$298,862$315,466,766$729,148$316,195,914
23BARKER FINANCIAL GROUP, INC.$307,891$165,953,266$165,953,266
24CLARO ADVISORS, LLC$317,079$423,349,430$20,243,757$443,593,187
25NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.$317,358$652,339,207$2,686,877$655,026,084
26AEVITAS WEALTH MANAGEMENT, INC.$327,868$453,635,883$11,937,003$465,572,886
28FSA WEALTH MANAGEMENT, LLC$331,335$360,000,000$4,800,000$364,800,000
291620 INVESTMENT ADVISORS, INC.$334,629$132,215,698$3,308,906$135,524,604
30PERENNIAL ADVISORS GROUP, LLC$335,095$246,964,710$246,964,710
31WINGATE WEALTH ADVISORS, INC.$340,578$626,440,049$293,460,560$919,900,609
32W.H. CORNERSTONE INVESTMENTS INC.$348,661$102,110,908$6,322,599$108,433,507
33FINARC INVESTMENTS, INC.$351,694$137,864,060$137,864,060
34THE FINANCIAL ADVISORS, LLC$361,709$703,867,978$27,868,491$731,736,469
35WEST BRANCH CAPITAL LLC$362,569$398,959,241$11,831,741$410,790,982
36BERKSHIRE MONEY MANAGEMENT, INC.$363,151$609,003,770$609,003,770
37HERITAGE FINANCIAL SERVICES, LLC$364,258$1,601,277,179$1,601,277,179
38VODIA CAPITAL, LLC$378,432$98,948,682$2,471,098$101,419,780
39EXCHANGE PLACE ADVISORS, LLC$391,340$224,237,805$224,237,805
40SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$397,180$472,830,355$62,964,903$535,795,258
41CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
42SINGLE POINT PARTNERS$406,522$225,754,936$3,523,658$229,278,594
43O'BRIEN WEALTH PARTNERS LLC$407,716$704,125,067$704,125,067
44SHOREPOINT CAPITAL PARTNERS LLC$408,384$341,222,000$20,606,000$361,828,000
45CARL P. SHERR & CO., LLC$408,962$250,022,795$19,073,919$269,096,714
46LENK LADNER INVESTMENT SOLUTIONS LLC$414,561$104,660,726$34,631,625$139,292,351
47CAPE ANN CAPITAL, INC.$432,068$154,851,092$1,557,661$156,408,753
48SECHREST FINANCIAL SERVICES$434,482$135,558,529$135,558,529
49GREAT POINT WEALTH ADVISORS, LLC$438,215$356,585,000$59,281,000$415,866,000
50WOODSIDE WEALTH MANAGEMENT$447,826$144,080,853$119,195$144,200,048
Next Page »

Showing 1 to 50 of 135 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 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.