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
1Kraematon Investment Advisors, Inc$363,368$171,146,308$171,146,308
2Stonehearth Capital Management LLC$240,250$262,112,251$262,112,251
3Cooper Lapman Financial, LLC$988,465$296,539,363$296,539,363
4Successful Money Strategies Inc$266,659$161,862,000$161,862,000
5Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
6Finarc Investments, Inc.$361,307$144,884,068$144,884,068
7Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
8Cox Capital Management LLC$653,236$234,511,680$234,511,680
9TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
10Jonathan D. Pond, LLC$1,953,296$353,546,529$353,546,529
11Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
12Crew Michael John$1,194,105$165,980,600$165,980,600
13Abbot Financial Management, Inc$494,183$212,992,975$212,992,975
14Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
15O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
16The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
17Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
18Forness Financial LLC$210,379$150,000,000$150,000,000
19Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
20Cabot Wealth Management$538,492$933,206,426$933,206,426
21Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
22The Darrow Company, Inc.$550,665$200,441,931$200,441,931
23Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
24Wernau Asset Management Inc.$651,115$141,942,973$141,942,973
25Sustainable Investment Solutions, LLC$766,078$113,379,574$113,379,574
26Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
27Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
28Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
29Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
30Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
31Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
32Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
33Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
34McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
35Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
36Adcm, LLC$347,389$130,618,137$130,618,137
37Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
38Peak Financial Management Inc$324,647$360,682,330$360,682,330
39Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
40Perennial Advisors Group, LLC$360,490$268,925,325$268,925,325
41Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
42GUIDANCE POINT ADVISORS, LLC$754,351$294,196,903$294,196,903
43Exchange Place Advisors, LLC$440,419$262,929,898$262,929,898
44Woodside Wealth Management LLC$462,991$167,480,176$122,518$167,602,694
45Gray Private Wealth, LLC$1,300,826$233,723,642$425,078$234,148,720
46High Pines Wealth Management LLC$965,214$191,623,483$454,006$192,077,489
47Assetgrade, LLC$300,333$160,620,386$658,274$161,278,660
48White Lighthouse Investment Management, Inc.$537,956$354,238,115$813,034$355,051,149
49Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
50Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
Next Page »

Showing 1 to 50 of 125 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 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.