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
11620 INVESTMENT ADVISORS, INC.$334,629$132,215,698$3,308,906$135,524,604
293 FINANCIAL GROUP, LLC$208,634$440,426,099$440,426,099
3ABBOT FINANCIAL MANAGEMENT, INC$494,183$212,992,975$212,992,975
4ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
5AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
6AEVITAS WEALTH MANAGEMENT, INC.$327,868$453,635,883$11,937,003$465,572,886
7ALTSCHULER FINANCIAL SERVICES$1,044,630$159,998,985$11,320,329$171,319,314
8ANCHOR CAPITAL ADVISORS LLC$777,790$3,260,497,199$3,260,497,199
9APPLETON PARTNERS, INC.$1,790,992$11,188,326,079$11,188,326,079
10ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
11ARTEMIS FINANCIAL ADVISORS$818,235$160,374,113$160,374,113
12ASSET MANAGEMENT RESOURCES, LLC$258,002$159,232,670$20,336,781$179,569,451
13ASSETGRADE, LLC$255,219$125,822,737$125,822,737
14ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
15ATWATER WEALTH MANAGEMENT$476,323$117,125,968$2,907,538$120,033,506
16AUREUS ASSET MANAGEMENT, LLC$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
17BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
18BARKER FINANCIAL GROUP, INC.$307,891$165,953,266$165,953,266
19BARRY INVESTMENT ADVISORS, LLC$458,759$552,511,214$91,127,308$643,638,522
20BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
21BAY COLONY ADVISORS$270,039$322,681,330$85,887,054$408,568,384
22BEACON FINANCIAL PLANNING OF CAPE COD$255,025$180,302,396$180,302,396
23BEAUMONT FINANCIAL PARTNERS LLC$787,316$1,648,195,535$574,396,243$2,222,591,778
24BECK BODE LLC$199,384$275,548,528$275,548,528
25BERKSHIRE MONEY MANAGEMENT, INC.$363,151$609,003,770$609,003,770
26BIRCH HILL INVESTMENT ADVISORS LLC$1,692,594$1,960,763,981$2,644,796$1,963,408,777
27BOSTON FINANCIAL MANAGEMENT LLC$1,325,990$2,767,994,167$78,907,311$2,846,901,478
28BOSTON HILL ADVISORS, LLC$254,470$738,652,006$34,173,360$772,825,366
29BOSTON PRIVATE WEALTH$978,664$12,697,123,638$618,579,481$13,315,703,119
30BOSTON RESEARCH AND MANAGEMENT, INC.$1,096,319$446,201,807$446,201,807
31BOSTON STANDARD WEALTH MANAGEMENT, LLC$167,577$236,954,098$236,954,098
32BREEDS HILL CAPITAL LLC$3,295,195$107,923,825$1,302,419,524$1,410,343,349
33BROMFIELD SNEIDER WEALTH ADVISORS, INC.$1,219,967$341,590,643$341,590,643
34CABOT WEALTH MANAGEMENT$457,445$759,816,252$759,816,252
35CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
36CAMBRIDGE ASSOCIATES, LLC$352,125,750$34,514,521,032$149,000,000,000$183,000,000,000
37CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
38CAPE ANN CAPITAL, INC.$432,068$154,851,092$1,557,661$156,408,753
39CARL P. SHERR & CO., LLC$408,962$250,022,795$19,073,919$269,096,714
40CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
41CLARO ADVISORS, LLC$317,079$423,349,430$20,243,757$443,593,187
42CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
43CONTRAVISORY INVESTMENT MANAGEMENT, INC.$941,182$339,107,130$82,542,279$421,649,409
44COOPER LAPMAN FINANCIAL, LLC$868,753$253,675,753$253,675,753
45COTTAGE STREET ADVISORS$2,541,945$213,523,369$213,523,369
46COX CAPITAL MANAGEMENT LLC$633,745$205,333,526$205,333,526
47CUTLER CAPITAL MANAGEMENT$1,749,740$325,451,722$325,451,722
48DAINTREE ADVISORS LLC$864,986$1,127,964,000$23,332,000$1,151,296,000
49DARROW WEALTH MANAGEMENT$598,668$187,981,900$187,981,900
50DERBY AND COMPANY INC$705,366$622,132,744$622,132,744
Next Page »

Showing 1 to 50 of 135 entries

Page 1 | 2 | 3

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 Sabrina Straub.

*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.