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 |
|---|---|---|---|---|---|
| 101 | THE FINANCIAL ADVISORS, LLC | $451,071 | $938,355,596 | $36,407,885 | $974,763,481 |
| 102 | BERKSHIRE MONEY MANAGEMENT, INC. | $443,571 | $853,221,718 | $209,642 | $853,431,360 |
| 103 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 104 | W.H. CORNERSTONE INVESTMENTS INC. | $429,536 | $145,052,903 | $4,425,507 | $149,478,410 |
| 105 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 106 | WEALTH EFFECTS | $416,141 | $330,000,000 | — | $330,000,000 |
| 107 | WINGATE WEALTH ADVISORS, INC. | $409,507 | $798,962,344 | $326,772,849 | $1,125,735,193 |
| 108 | FINARC INVESTMENTS, INC. | $400,441 | $152,567,923 | — | $152,567,923 |
| 109 | PERENNIAL ADVISORS GROUP, LLC | $392,739 | $298,874,238 | — | $298,874,238 |
| 110 | KRAEMATON INVESTMENT ADVISORS, INC | $383,980 | $193,141,913 | — | $193,141,913 |
| 111 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 112 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
| 113 | FMA WEALTH MANAGEMENT, LLC | $360,841 | $147,060,868 | $9,544,202 | $156,605,070 |
| 114 | CLARO ADVISORS, LLC | $360,754 | $718,444,407 | $44,550,008 | $762,994,415 |
| 115 | FOUR PONDS FINANCIAL PLANNING | $352,047 | $101,208,345 | $12,854,753 | $114,063,098 |
| 116 | CAMBRIDGE CAPE COD ADVISORS, LLC | $348,107 | — | $158,388,604 | $158,388,604 |
| 117 | ASSETGRADE, LLC | $338,954 | $201,096,694 | $581,186 | $201,677,880 |
| 118 | BEACON FINANCIAL PLANNING, INC | $338,516 | $260,657,661 | — | $260,657,661 |
| 119 | SACHETTA, LLC | $331,227 | $660,918,091 | $15,116,217 | $676,034,308 |
| 120 | WILLOW | $330,606 | $150,095,020 | — | $150,095,020 |
| 121 | GENESIS WEALTH ADVISORS, LLC | $325,354 | $210,829,362 | — | $210,829,362 |
| 122 | BOSTON HILL ADVISORS, LLC | $313,120 | $954,719,498 | $47,577,259 | $1,002,296,757 |
| 123 | WEST BRANCH CAPITAL LLC | $306,459 | $493,151,183 | $16,489,400 | $509,640,583 |
| 124 | PEAK FINANCIAL MANAGEMENT INC | $304,586 | $395,961,220 | — | $395,961,220 |
| 125 | RESOLUTE FINANCIAL, LLC | $303,956 | $404,628,472 | $39,147,150 | $443,775,622 |
| 126 | STRATEGIC PLANNING GROUP, INC. | $291,391 | $202,735,534 | $10,853,982 | $213,589,516 |
| 127 | CAPE ANN CAPITAL, INC. | $290,467 | $181,411,539 | $20,753,579 | $202,165,118 |
| 128 | FINANCIAL SOLUTIONS ASSOCIATES | $288,100 | $137,712,000 | — | $137,712,000 |
| 129 | STAKEHOLDERS CAPITAL | $286,172 | $134,909,253 | $16,189,310 | $151,098,563 |
| 130 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 131 | FLYING POINT FINANCIAL, INC. | $282,794 | $166,000,000 | — | $166,000,000 |
| 132 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 133 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 134 | 93 FINANCIAL GROUP, LLC | $271,898 | $629,444,458 | — | $629,444,458 |
| 135 | FINER WEALTH MANAGEMENT, INC. | $266,892 | $163,871,463 | — | $163,871,463 |
| 136 | STONEHEARTH CAPITAL MANAGEMENT | $252,554 | $310,641,843 | — | $310,641,843 |
| 137 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | $252,310 | $374,932,485 | — | $374,932,485 |
| 138 | FINANCIALLY IN TUNE | $245,428 | $161,922,604 | $9,385,806 | $171,308,410 |
| 139 | FORNESS FINANCIAL LLC | $238,231 | $167,000,000 | — | $167,000,000 |
| 140 | MCNAMARA FINANCIAL SERVICES, INC. | $230,865 | $589,168,381 | — | $589,168,381 |
| 141 | ALCHEMI WEALTH, LLC | $222,407 | $173,477,630 | — | $173,477,630 |
| 142 | FINIVI INC. | $220,537 | $202,138,647 | $20,603,664 | $222,742,311 |
| 143 | FINANCIAL PLANNING SOLUTIONS, LLC | $213,163 | $190,366,859 | $24,927,965 | $215,294,824 |
| 144 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 145 | BECK BODE LLC | $165,755 | $433,780,344 | — | $433,780,344 |
| 146 | INNOVATIVE ADVISORY GROUP | $165,655 | $136,500,000 | — | $136,500,000 |
| 147 | KELLY FINANCIAL SERVICES LLC | $120,087 | $364,282,219 | $26,960,277 | $391,242,496 |
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.
