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
    1ZEVIN ASSET MANAGEMENT, LLC$1,275,204$776,456,560$6,518,904$782,975,464
    2WOODSIDE WEALTH MANAGEMENT$468,082$190,866,796$110,649$190,977,445
    3WINGATE WEALTH ADVISORS, INC.$409,507$798,962,344$326,772,849$1,125,735,193
    4WINDROSE ADVISORS LLC$24,266,337$764,577,403$1,710,589,006$2,475,166,409
    6WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.$555,181$446,417,912$6,054,921$452,472,833
    7WEST BRANCH CAPITAL LLC$306,459$493,151,183$16,489,400$509,640,583
    8WERNAU ASSET MANAGEMENT$769,313$167,710,325$167,710,325
    9WEALTH EFFECTS$416,141$330,000,000$330,000,000
    10W.H. CORNERSTONE INVESTMENTS INC.$429,536$145,052,903$4,425,507$149,478,410
    11VODIA CAPITAL, LLC$565,820$199,346,428$2,651,255$201,997,683
    12TWIN FOCUS CAPITAL PARTNERS, LLC$27,770,773$2,505,427,928$938,147,939$3,443,575,867
    13TRAUB CAPITAL MANAGEMENT$1,581,289$148,641,154$148,641,154
    14TITANIUM ADVISORS, LLC$614,041$139,387,284$139,387,284
    15TIMBER CREEK CAPITAL MANAGEMENT, LLC$12,084,008$519,612,353$519,612,353
    16THE RELAXING RETIREMENT COACH, INC.$485,304$536,260,452$536,260,452
    17THE FINANCIAL ADVISORS, LLC$451,071$938,355,596$36,407,885$974,763,481
    18THE BOLLARD GROUP LLC$10,951,275$5,275,682,681$178,052,431$5,453,735,112
    19TFC FINANCIAL MANAGEMENT INC$1,116,163$1,394,087,469$1,394,087,469
    20TAXBRIDGE FINANCIAL GROUP INC$2,503,021$120,145,000$120,145,000
    21SUCCESSFUL MONEY STRATEGIES INC$283,232$185,800,000$185,800,000
    22STRATEGIC PLANNING GROUP, INC.$291,391$202,735,534$10,853,982$213,589,516
    23STONEHEARTH CAPITAL MANAGEMENT$252,554$310,641,843$310,641,843
    24STAKEHOLDERS CAPITAL$286,172$134,909,253$16,189,310$151,098,563
    25STAGE HARBOR FINANCIAL$834,702$836,371,229$836,371,229
    26SOUTH SHORE CAPITAL ADVISORS, LLC$957,684$102,747,608$89,746,782$192,494,390
    27SINGLE POINT PARTNERS$460,803$466,381,578$9,627,948$476,009,526
    28SHOREPOINT CAPITAL PARTNERS LLC$510,830$441,989,588$28,995,973$470,985,561
    29SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$466,020$684,461,657$46,257,370$730,719,027
    30SECHREST FINANCIAL SERVICES$488,521$170,005,422$170,005,422
    31SAVIOR WEALTH$274,852$185,897,507$8,697,757$194,595,264
    32SANDY COVE ADVISORS, LLC$601,857$344,014,228$43,581,461$387,595,689
    33SACHETTA, LLC$331,227$660,918,091$15,116,217$676,034,308
    34ROPES WEALTH ADVISORS$2,251,761$7,321,643,288$181,225,352$7,502,868,640
    35RIVERVIEW CAPITAL ADVISERS LLC$1,019,312$457,834,696$44,685,998$502,520,694
    36REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC$4,750,173$3,581,046,117$323,595,906$3,904,642,023
    37RESOLUTE FINANCIAL, LLC$303,956$404,628,472$39,147,150$443,775,622
    38RENAISSANCE INVESTMENT GROUP, LLC$1,178,482$528,294,779$16,163,973$544,458,752
    39PROCTOR FINANCIAL$1,332,991$293,258,116$293,258,116
    40PRIO WEALTH LP$2,430,888$4,081,461,007$4,081,461,007
    41POLARIS ADVISORS, LLC$982,605$110,786,795$36,603,961$147,390,756
    42PINNEY & SCOFIELD, INC.$586,786$664,829,088$664,829,088
    43PERENNIAL ADVISORS GROUP, LLC$392,739$298,874,238$298,874,238
    44PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    45PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    46PEDDOCK CAPITAL ADVISORS, LLC$1,390,751$455,511,061$18,734,874$474,245,935
    47PEAK FINANCIAL MANAGEMENT INC$304,586$395,961,220$395,961,220
    48O'BRIEN WEALTH PARTNERS LLC$506,775$948,175,951$948,175,951
    49NORTHSTAR ASSET MANAGEMENT INC$1,696,443$792,239,004$792,239,004
    50NEW WORLD ADVISORS LLC$1,461,903$430,409,719$5,237,239$435,646,958
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    Showing 1 to 50 of 147 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 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.