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
1Cambridge Associates Ltd. LLC$263,854,570$2,374,691,130$2,374,691,130
2Twin Focus Capital Partners$27,931,098$2,200,453,539$173,689,807$2,374,143,346
3Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826
4Athena Capital Advisors$13,573,302$5,212,095,781$610,850,661$5,822,946,442
5The Bollard Group$9,098,637$4,876,294,015$64,265,899$4,940,559,914
6Timber Creek Capital Management$9,032,857$379,380,000$379,380,000
7MG Financial$8,847,049$972,861,164$35,702,423$1,008,563,587
8Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
9Claybrook Capital, LLC$4,541,982$258,892,974$258,892,974
10Fiduciary Wealth Partners, LLC$4,423,601$832,428,854$34,596,925$867,025,779
11Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
12Sechrest Financial Services$2,721,429$114,300,000$114,300,000
13Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$2,541,179$7,053,569,192$188,790,290$7,242,359,482
14Cottage Street Advisors$2,272,466$186,342,237$186,342,237
15Foster Dykema Cabot & Co Inc$2,205,076$1,342,891,244$1,342,891,244
16Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
17Breeds Hill Capital LLC$1,749,109$65,209,982$713,143,716$778,353,698
18Seaward Management$1,704,521$2,560,190,632$2,560,190,632
19Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
20Appleton Partners,Inc.$1,627,172$9,650,758,503$9,650,758,503
21Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
22Michael J. Crew, Investment Advisor$1,588,073$173,100,000$173,100,000
23Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
24North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
25Birch Hill Investment Advisors LLC$1,407,746$1,562,274,409$1,731,230$1,564,005,639
26Peddock Capital Advisors, LLC$1,372,773$255,103,789$15,332,535$270,436,324
27The Relaxing Retirement Coach, Inc.$1,344,716$363,073,217$363,073,217
28Traub Capital Management$1,325,322$107,351,052$107,351,052
29Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
30Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351
31Concordia Wealth Management, LLC$1,232,314$120,483,820$23,696,946$144,180,766
32Rinet Company$1,180,032$1,701,334,339$121,814,802$1,823,149,141
33Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
34Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
35Boston Financial Management LLC$1,079,761$2,148,528,656$46,624,617$2,195,153,273
36Bromfield Financial Advisory Group, Inc.$1,047,795$293,382,558$293,382,558
37F.L.Putnam Investment Management Co.$1,033,912$1,865,877,016$11,707,537$1,877,584,553
38South Shore Capital Advisors, LLC$1,012,003$113,651,553$56,365,014$170,016,567
39Monument Group Wealth Advisors$941,868$271,800,117$5,109,000$276,909,117
40Via Global Advisors LLC$933,204$108,180,973$227,772,338$335,953,311
41Boston Research and Management, Inc.$928,649$385,389,223$385,389,223
42TFC Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
43Contravisory Investment Management, Inc.$843,096$303,359,491$74,347,403$377,706,894
44Ferris Capital$828,627$575,050,460$2,502,898$577,553,358
45Altschuler Financial Services$819,511$135,063,143$8,351,209$143,414,352
46Congress Wealth Management$815,959$1,784,633,072$9,660,942$1,794,294,014
47Argent Wealth Management$808,800$1,163,966,759$397,017,930$1,560,984,689
48Renaissance Investment Group, LLC$801,711$288,097,218$16,553,120$304,650,338
49Daintree Advisors$779,946$1,023,474,000$13,854,000$1,037,328,000
50New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
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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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