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$352,125,750$34,514,521,032$148,943,000,000$183,458,000,000
2Twin Focus Capital Partners, Llc$28,049,642$2,694,396,188$194,716,894$2,889,113,082
3Battery Global Advisors, Llc$26,567,568$997,100,000$968,900,000$1,966,000,000
4Windrose Advisors Llc$22,675,166$377,273,459$1,414,064,670$1,791,338,129
5Mg Financial Llc$10,293,787$1,142,620,384$41,165,128$1,183,785,512
6Timber Creek Capital Management, Llc$10,280,952$431,800,000$431,800,000
7Claybrook Capital, Llc$6,707,942$355,520,943$355,520,943
8Aureus Asset Management, Llc$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
9Fiduciary Wealth Partners, Llc$5,357,639$964,375,024$964,375,024
10Breeds Hill Capital Llc$3,295,195$107,923,825$1,302,419,524$1,410,343,349
11Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
12Cottage Street Advisors$2,541,945$213,523,369$213,523,369
13Choate Investment Advisors$2,170,810$4,485,087,563$661,903,297$5,146,990,860
14Prio Wealth Limited Partnership$2,030,648$3,088,616,263$3,088,616,263
15Welch & Forbes Llc$1,980,842$5,261,339,207$328,596,851$5,589,936,058
16Jonathan D. Pond, Llc$1,913,530$315,732,446$315,732,446
17Ropes Wealth Advisors$1,861,760$4,883,134,774$130,585,803$5,013,720,577
18Michael J. Crew, Investment Advisor$1,775,472$188,200,000$188,200,000
19Cutler Capital Management$1,749,740$325,451,722$325,451,722
20Moody, Lynn & Lieberson, Llc$1,740,806$1,373,495,918$1,373,495,918
21North American Management Corp$1,718,458$1,329,334,776$234,461,640$1,563,796,416
22Birch Hill Investment Advisors Llc$1,692,594$1,960,763,981$2,644,796$1,963,408,777
23The Relaxing Retirement Coach, Inc.$1,546,361$417,517,508$417,517,508
24Minot Wealth Management Llc$1,465,554$634,093,566$491,412$634,584,978
25Peddock Capital Advisors, Llc$1,429,302$271,221,651$21,785,346$293,006,997
26Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
27Via Global Advisors Llc$1,277,423$206,164,077$229,436,997$435,601,074
28Gray Equity Management, Llc$1,259,816$214,396,931$4,811,131$219,208,062
29Traub Capital Management$1,252,492$113,976,742$113,976,742
30Bromfield Sneider Wealth Advisors, Inc.$1,219,967$341,590,643$341,590,643
31Rinet Company, Llc$1,185,436$1,822,627,490$122,673,074$1,945,300,564
32South Shore Capital Advisors, Llc$1,103,739$121,463,565$72,794,534$194,258,099
33Boston Research And Management, Inc.$1,096,319$446,201,807$446,201,807
34Meridian Financial, Llc$1,073,629$133,130,000$133,130,000
35High Pines Wealth Management Llc$1,052,510$122,899,153$244,568$123,143,721
36Altschuler Financial Services$1,044,630$159,998,985$11,320,329$171,319,314
37Monument Group Wealth Advisors, Llc$1,022,684$345,350,458$5,430,000$350,780,458
38Boston Private Wealth$978,664$12,697,123,638$618,579,481$13,315,703,119
39Renaissance Investment Group, Llc$975,929$383,758,125$11,492,932$395,251,057
40Ferris Capital, Llc$971,202$591,013,275$1,419,799$592,433,074
41F L Putnam Investment Management Co.$941,641$2,766,710,777$18,662,501$2,785,373,278
42Contravisory Investment Management, Inc.$941,182$339,107,130$82,542,279$421,649,409
43Congress Wealth Management Llc$938,894$2,320,940,879$11,271,928$2,332,212,807
44Tfc Financial Management Inc$928,027$1,079,946,959$2,132,927$1,082,079,886
45Argent Wealth Management, Llc$923,664$1,653,948,483$140,730,753$1,794,679,236
46Daintree Advisors Llc$864,986$1,127,964,000$23,332,000$1,151,296,000
47New England Private Wealth Advisors, Llc$863,279$1,606,554,074$514,523,611$2,121,077,685
48Artemis Financial Advisors$818,235$160,374,113$160,374,113
49Beaumont Financial Partners Llc$787,316$1,648,195,535$574,396,243$2,222,591,778
50Anchor Capital Advisors Llc$777,790$3,260,497,199$3,260,497,199
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Showing 1 to 50 of 124 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.