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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
11620 Investment Advisors, Inc.$347,328$143,648,814$3,618,185$147,266,999
293 Financial Group, LLC$240,083$531,543,590$531,543,590
3Abbot Financial Management, Inc$494,183$212,992,975$212,992,975
4Adcm, LLC$347,389$130,618,137$130,618,137
5Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
6Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
7Aevitas Wealth Management, Inc.$391,567$486,684,864$14,912,568$501,597,432
8Alchemi Wealth, LLC$218,367$67,944,791$39,054,880$106,999,671
9Altschuler, James Stephen$1,130,830$168,845,648$13,218,035$182,063,683
10Anchor Capital Advisors LLC$799,777$3,038,351,612$3,038,351,612
11Appleton Partners, Inc.$1,904,115$12,431,966,957$12,431,966,957
12ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
13Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
14Asset Management Resources, LLC$254,777$180,265,869$14,384,015$194,649,884
15Assetgrade, LLC$300,333$160,620,386$658,274$161,278,660
16ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
17Atwater Wealth Management, Inc.$556,017$144,506,152$3,394,492$147,900,644
18Aureus Asset Management, LLC$7,481,605$1,539,447,535$3,458,264,297$4,997,711,832
19Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
20Barker Financial Group, Inc.$349,835$194,699,776$1,208,009$195,907,785
21Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
22Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
23Bay Colony Advisory Group, Inc.$298,006$462,575,081$73,240,358$535,815,439
24Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
25Beaumont Financial Partners LLC$751,516$1,811,545,029$634,638,834$2,446,183,863
26Beck Bode LLC$157,996$342,218,634$342,218,634
27Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
28Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
29Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
30Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
31Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
32Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
33Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
34Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
35Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
36Cabot Wealth Management$538,492$933,206,426$933,206,426
37CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
38Cambridge Associates, LLC$464,981,872$35,006,530,738$204,000,000,000$239,000,000,000
39Cape Ann Capital, Inc.$356,541$167,756,935$18,714,140$186,471,075
40Carl P. Sherr & Co., LLC$482,518$292,375,677$31,393,627$323,769,304
41Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
42Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
43Concordia Wealth Management, LLC$1,501,478$168,687,598$11,489,736$180,177,334
44Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
45CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
46Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
47Cooper Lapman Financial, LLC$988,465$296,539,363$296,539,363
48Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
49Cox Capital Management LLC$653,236$234,511,680$234,511,680
50Crew Michael John$1,194,105$165,980,600$165,980,600
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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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.