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
    51NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC$1,026,409$2,176,826,843$396,381,640$2,573,208,483
    52RIVERVIEW CAPITAL ADVISERS LLC$1,019,312$457,834,696$44,685,998$502,520,694
    53MONUMENT GROUP WEALTH ADVISORS, LLC$998,613$449,602,228$6,764,000$456,366,228
    54POLARIS ADVISORS, LLC$982,605$110,786,795$36,603,961$147,390,756
    55SOUTH SHORE CAPITAL ADVISORS, LLC$957,684$102,747,608$89,746,782$192,494,390
    56HIGH PINES WEALTH MANAGEMENT LLC$949,708$222,592,608$588,855$223,181,463
    57ANCHOR CAPITAL ADVISORS LLC$927,004$3,415,082,456$3,415,082,456
    58FINANCIAL SOLUTIONS ASSOCIATES$864,907$130,600,885$130,600,885
    59BEAUMONT FINANCIAL PARTNERS LLC$837,125$2,189,389,448$837,653,418$3,027,042,866
    60STAGE HARBOR FINANCIAL$834,702$836,371,229$836,371,229
    61ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$812,728$355,848,733$30,196,927$386,045,660
    62ARTEMIS FINANCIAL ADVISORS$806,625$265,379,677$265,379,677
    63LITTLE HOUSE CAPITAL, LLC$796,608$322,525,639$16,032,893$338,558,532
    64WERNAU ASSET MANAGEMENT$769,313$167,710,325$167,710,325
    65PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    66PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    67FLOREK FINANCIAL, LLC$747,696$373,848,000$373,848,000
    68KASTEL CAPITAL ADVISORS, LLC$734,547$83,268,000$34,994,000$118,262,000
    69COX CAPITAL MANAGEMENT LLC$722,315$286,036,701$286,036,701
    70FAIRFIELD FINANCIAL ADVISORS$703,351$35,564,614$274,612,963$310,177,577
    71EXCALIBUR MANAGEMENT CORP$698,395$562,348,023$9,637,530$571,985,553
    723EDGE ASSET MANAGEMENT, LP$695,104$1,365,183,580$1,365,183,580
    73LENK LADNER INVESTMENT SOLUTIONS LLC$668,770$196,213,909$37,855,707$234,069,616
    74ABBOT FINANCIAL MANAGEMENT, INC$659,741$309,418,564$309,418,564
    75MONTIS FINANCIAL, LLC$639,487$746,100,000$2,100,000$748,200,000
    76DARROW WEALTH MANAGEMENT$631,645$241,920,094$241,920,094
    77CABOT WEALTH MANAGEMENT$629,132$1,101,610,638$1,101,610,638
    78CONGRESS WEALTH MANAGEMENT LLC$627,457$6,303,226,837$17,150,671$6,320,377,508
    79ATWATER WEALTH MANAGEMENT$620,451$172,223,306$3,984,694$176,208,000
    80TITANIUM ADVISORS, LLC$614,041$139,387,284$139,387,284
    81SANDY COVE ADVISORS, LLC$601,857$344,014,228$43,581,461$387,595,689
    82ADVISER INVESTMENTS$591,393$7,249,692,715$198,250$7,249,890,965
    83PINNEY & SCOFIELD, INC.$586,786$664,829,088$664,829,088
    84DIVERSIFIED FINANCIAL MANAGEMENT$566,367$108,752,602$122,325,044$231,077,646
    85VODIA CAPITAL, LLC$565,820$199,346,428$2,651,255$201,997,683
    86WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.$555,181$446,417,912$6,054,921$452,472,833
    87AEQUITAS INVESTMENT ADVISORS, LLC$545,708$684,863,869$684,863,869
    88CARL P. SHERR & CO., LLC$535,991$347,711,578$33,378,290$381,089,868
    89GREAT POINT WEALTH ADVISORS, LLC$523,757$518,857,000$30,040,000$548,897,000
    90SHOREPOINT CAPITAL PARTNERS LLC$510,830$441,989,588$28,995,973$470,985,561
    91BARRY INVESTMENT ADVISORS, LLC$509,875$599,892,469$150,133,720$750,026,189
    92O'BRIEN WEALTH PARTNERS LLC$506,775$948,175,951$948,175,951
    93FENWAY FINANCIAL ADVISORS, LLC$502,784$166,924,168$166,924,168
    94BAY COLONY ADVISORS$499,405$731,879,130$73,661,895$805,541,025
    95SECHREST FINANCIAL SERVICES$488,521$170,005,422$170,005,422
    96THE RELAXING RETIREMENT COACH, INC.$485,304$536,260,452$536,260,452
    97WOODSIDE WEALTH MANAGEMENT$468,082$190,866,796$110,649$190,977,445
    98SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$466,020$684,461,657$46,257,370$730,719,027
    99SINGLE POINT PARTNERS$460,803$466,381,578$9,627,948$476,009,526
    100EXCHANGE PLACE ADVISORS, LLC$453,096$293,153,209$293,153,209
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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.