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 |
|---|---|---|---|---|---|
| 1 | Boston Private Wealth LLC | $1,034,166 | $13,787,450,698 | $640,202,475 | $14,427,653,173 |
| 2 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | $3,459,728 | $10,499,650,320 | $66,360,116 | $10,566,010,436 |
| 3 | Adviser Investments LLC | $607,534 | $6,541,316,035 | — | $6,541,316,035 |
| 4 | Ballentine Partners, LLC | $1,856,062 | $6,390,275,738 | $2,283,104,268 | $8,673,380,006 |
| 5 | Ropes Wealth Advisors LLC | $2,120,336 | $6,192,191,495 | $139,131,803 | $6,331,323,298 |
| 6 | The Bollard Group LLC | $8,629,062 | $5,891,021,875 | $209,725,077 | $6,100,746,952 |
| 7 | ATHENA CAPITAL ADVISORS LLC | $14,277,853 | $5,678,956,725 | $574,742,954 | $6,253,699,679 |
| 8 | Choate Investment Advisors LLC | $2,410,086 | $5,078,123,966 | $662,701,705 | $5,740,825,671 |
| 9 | F L Putnam Investment Management Co. | $1,118,016 | $3,662,900,185 | $58,973,558 | $3,721,873,743 |
| 10 | Prio Wealth Limited Partnership | $2,180,229 | $3,516,709,222 | — | $3,516,709,222 |
| 11 | Boston Financial Management LLC | $1,470,145 | $3,174,165,283 | $67,504,994 | $3,241,670,277 |
| 12 | Congress Wealth Management LLC | $675,994 | $3,027,259,616 | $13,362,765 | $3,040,622,381 |
| 13 | Reynders, Mcveigh Capital Management, LLC | $4,274,170 | $3,000,332,719 | $277,955,544 | $3,278,288,263 |
| 14 | CONGRESS WEALTH MANAGEMENT LLC | $938,894 | $2,320,940,879 | $11,271,928 | $2,332,212,807 |
| 15 | Birch Hill Investment Advisors LLC | $1,819,915 | $2,162,744,020 | $2,954,305 | $2,165,698,325 |
| 16 | Twin Focus Capital Partners, LLC | $25,895,385 | $1,912,860,000 | $1,116,900,000 | $3,029,760,000 |
| 17 | Rinet Company, LLC | $1,477,651 | $1,897,678,484 | $125,225,841 | $2,022,904,325 |
| 18 | Heritage Financial Services, LLC | $394,580 | $1,825,326,930 | — | $1,825,326,930 |
| 19 | New England Private Wealth Advisors, LLC | $930,957 | $1,762,361,820 | $551,065,574 | $2,313,427,394 |
| 20 | ARGENT WEALTH MANAGEMENT, LLC | $923,664 | $1,653,948,483 | $140,730,753 | $1,794,679,236 |
| 21 | NORTH AMERICAN MANAGEMENT CORP | $1,718,458 | $1,329,334,776 | $234,461,640 | $1,563,796,416 |
| 22 | Daintree Advisors LLC | $946,545 | $1,290,452,000 | $21,460,000 | $1,311,912,000 |
| 23 | TFC Financial Management, Inc. | $1,022,737 | $1,200,875,421 | $5,953,751 | $1,206,829,172 |
| 24 | MG Financial LLC | $9,929,412 | $1,165,075,926 | $16,524,104 | $1,181,600,030 |
| 25 | Battery Global Advisors, LLC | $29,578,571 | $1,146,000,000 | $1,338,600,000 | $2,484,600,000 |
| 26 | Fiduciary Wealth Partners, LLC | $5,870,748 | $1,068,476,095 | — | $1,068,476,095 |
| 27 | Cabot Wealth Management | $538,492 | $933,206,426 | — | $933,206,426 |
| 28 | Boston Hill Advisors, LLC | $279,306 | $885,829,540 | $34,483,041 | $920,312,581 |
| 29 | O'Brien Wealth Partners LLC | $459,612 | $819,027,871 | — | $819,027,871 |
| 30 | Minot Wealth Management LLC | $1,559,423 | $810,838,511 | $4,739,790 | $815,578,301 |
| 31 | The Financial Advisors, LLC | $398,705 | $788,697,468 | $31,040,026 | $819,737,494 |
| 32 | New England Investment & Retirement Group, Inc. | $349,446 | $750,743,376 | $15,241,258 | $765,984,634 |
| 33 | Wingate Wealth Advisors, Inc. | $401,332 | $741,535,598 | $347,678,219 | $1,089,213,817 |
| 34 | Stage Harbor Financial, LLC | $792,714 | $718,199,138 | — | $718,199,138 |
| 35 | Northstar Asset Management Inc | $1,513,366 | $717,219,069 | $9,196,388 | $726,415,457 |
| 36 | Berkshire Money Management, Inc. | $393,747 | $694,175,826 | — | $694,175,826 |
| 37 | Derby And Company Inc | $779,361 | $690,134,420 | $1,159,058 | $691,293,478 |
| 38 | Ferris Capital, LLC | $1,171,452 | $679,608,033 | $1,005,314 | $680,613,347 |
| 39 | Montis Financial, LLC | $580,175 | $647,400,000 | $14,000,000 | $661,400,000 |
| 40 | Pinney & Scofield, Inc. | $529,149 | $577,301,188 | — | $577,301,188 |
| 41 | Barry Investment Advisors, LLC | $463,727 | $573,155,610 | $93,683,638 | $666,839,248 |
| 42 | Sensible Financial Planning And Management, LLC | $436,590 | $568,369,571 | $48,095,195 | $616,464,766 |
| 43 | Claro Advisors, LLC | $339,494 | $548,092,861 | $40,249,686 | $588,342,547 |
| 44 | McNamara Financial Services, Inc. | $211,314 | $510,957,683 | — | $510,957,683 |
| 45 | Excalibur Management Corp | $656,956 | $505,979,641 | $13,015,607 | $518,995,248 |
| 46 | THE BERRY GROUP | $518,727 | $498,806,243 | $54,156,296 | $552,962,539 |
| 47 | Aevitas Wealth Management, Inc. | $391,567 | $486,684,864 | $14,912,568 | $501,597,432 |
| 48 | Boston Research And Management, Inc. | $1,172,174 | $481,763,335 | — | $481,763,335 |
| 49 | Windrose Advisors LLC | $23,039,521 | $469,547,106 | $1,719,207,344 | $2,188,754,450 |
| 50 | Timber Creek Capital Management, LLC | $10,919,116 | $469,522,000 | — | $469,522,000 |
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.
