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
1Cambridge Associates, LLC$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
2CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
3Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
4Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
5Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
6ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
7Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
8MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
9The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
10Aureus Asset Management, LLC$7,481,605$1,539,447,535$3,458,264,297$4,997,711,832
11Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
12Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
13Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
14Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
15Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
16Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
17Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
18Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
19Jonathan D. Pond, LLC$1,953,296$353,546,529$353,546,529
20Appleton Partners, Inc.$1,904,115$12,431,966,957$12,431,966,957
21Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
22Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
23Moody, Lynn & Lieberson, LLC$1,803,555$1,516,789,629$1,516,789,629
24NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
25The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
26Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
27Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
28Concordia Wealth Management, LLC$1,501,478$168,687,598$11,489,736$180,177,334
29Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
30Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
31Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
32Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
33Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
34Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
35Gray Private Wealth, LLC$1,300,826$233,723,642$425,078$234,148,720
36Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
37VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
38Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
39Crew Michael John$1,194,105$165,980,600$165,980,600
40South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
41Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
42Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
43Altschuler, James Stephen$1,130,830$168,845,648$13,218,035$182,063,683
44F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
45Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
46Renaissance Investment Group, LLC$1,043,179$437,471,219$15,268,432$452,739,651
47Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
48TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
49Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
50Monument Group Wealth Advisors, LLC$988,709$372,256,931$5,430,000$377,686,931
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.