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 |
|---|---|---|---|---|---|
| 51 | Barker Financial Group, Inc. | $349,835 | $194,699,776 | $1,208,009 | $195,907,785 |
| 52 | Little House Capital, LLC | $618,023 | $224,285,567 | $1,292,663 | $225,578,230 |
| 53 | Thompson Wealth Management, Ltd. | $590,543 | $308,425,664 | $1,609,431 | $310,035,095 |
| 54 | Birch Hill Investment Advisors LLC | $1,819,915 | $2,162,744,020 | $2,954,305 | $2,165,698,325 |
| 55 | Atwater Wealth Management, Inc. | $556,017 | $144,506,152 | $3,394,492 | $147,900,644 |
| 56 | Minot Wealth Management LLC | $1,559,423 | $810,838,511 | $4,739,790 | $815,578,301 |
| 57 | Strategic Planning Group, Inc. | $263,224 | $184,702,794 | $4,818,813 | $189,521,607 |
| 58 | Wealth Management Advisors, LLC | $356,356 | $316,373,729 | $5,415,409 | $321,789,138 |
| 59 | Monument Group Wealth Advisors, LLC | $988,709 | $372,256,931 | $5,430,000 | $377,686,931 |
| 60 | TFC Financial Management, Inc. | $1,022,737 | $1,200,875,421 | $5,953,751 | $1,206,829,172 |
| 61 | Flying Point Financial, Inc. | $262,477 | $136,000,000 | $6,000,000 | $142,000,000 |
| 62 | Northstar Asset Management Inc | $1,513,366 | $717,219,069 | $9,196,388 | $726,415,457 |
| 63 | Single Point Partners, LLC | $476,131 | $381,546,257 | $9,356,900 | $390,903,157 |
| 64 | Financially In Tune, LLC | $219,203 | $129,790,493 | $10,280,339 | $140,070,832 |
| 65 | CONGRESS WEALTH MANAGEMENT LLC | $938,894 | $2,320,940,879 | $11,271,928 | $2,332,212,807 |
| 66 | Concordia Wealth Management, LLC | $1,501,478 | $168,687,598 | $11,489,736 | $180,177,334 |
| 67 | West Branch Capital LLC | $379,878 | $427,416,750 | $12,482,432 | $439,899,182 |
| 68 | Excalibur Management Corp | $656,956 | $505,979,641 | $13,015,607 | $518,995,248 |
| 69 | Congress Wealth Management LLC | $675,994 | $3,027,259,616 | $13,362,765 | $3,040,622,381 |
| 70 | Montis Financial, LLC | $580,175 | $647,400,000 | $14,000,000 | $661,400,000 |
| 71 | Asset Management Resources, LLC | $254,777 | $180,265,869 | $14,384,015 | $194,649,884 |
| 72 | Aevitas Wealth Management, Inc. | $391,567 | $486,684,864 | $14,912,568 | $501,597,432 |
| 73 | New England Investment & Retirement Group, Inc. | $349,446 | $750,743,376 | $15,241,258 | $765,984,634 |
| 74 | Renaissance Investment Group, LLC | $1,043,179 | $437,471,219 | $15,268,432 | $452,739,651 |
| 75 | MG Financial LLC | $9,929,412 | $1,165,075,926 | $16,524,104 | $1,181,600,030 |
| 76 | Stakeholders Capital, Inc. | $236,943 | $117,158,827 | $16,950,965 | $134,109,792 |
| 77 | Cape Ann Capital, Inc. | $356,541 | $167,756,935 | $18,714,140 | $186,471,075 |
| 78 | Daintree Advisors LLC | $946,545 | $1,290,452,000 | $21,460,000 | $1,311,912,000 |
| 79 | Shorepoint Capital Partners LLC | $438,831 | $359,021,000 | $23,640,000 | $382,661,000 |
| 80 | WELLESLEY INVESTMENT PARTNERS, LLC | $679,911 | $388,979,601 | $30,525,788 | $419,505,389 |
| 81 | The Financial Advisors, LLC | $398,705 | $788,697,468 | $31,040,026 | $819,737,494 |
| 82 | Polaris Advisors, LLC | $577,810 | $104,098,495 | $31,109,040 | $135,207,535 |
| 83 | Carl P. Sherr & Co., LLC | $482,518 | $292,375,677 | $31,393,627 | $323,769,304 |
| 84 | Boston Hill Advisors, LLC | $279,306 | $885,829,540 | $34,483,041 | $920,312,581 |
| 85 | Kastel Capital Advisors, LLC | $713,426 | $70,180,070 | $36,120,388 | $106,300,458 |
| 86 | Savior LLC | $222,025 | $221,136,495 | $37,301,054 | $258,437,549 |
| 87 | Claro Advisors, LLC | $339,494 | $548,092,861 | $40,249,686 | $588,342,547 |
| 88 | Peddock Capital Advisors, LLC | $1,437,545 | $363,684,074 | $41,703,531 | $405,387,605 |
| 89 | Lenk Ladner Investment Solutions LLC | $507,795 | $129,228,994 | $44,944,793 | $174,173,787 |
| 90 | Resolute Financial, LLC | $248,507 | $329,225,483 | $45,523,608 | $374,749,091 |
| 91 | Sensible Financial Planning And Management, LLC | $436,590 | $568,369,571 | $48,095,195 | $616,464,766 |
| 92 | Sandy Cove Advisors, LLC | $513,827 | $266,042,142 | $51,503,090 | $317,545,232 |
| 93 | THE BERRY GROUP | $518,727 | $498,806,243 | $54,156,296 | $552,962,539 |
| 94 | Riverview Capital Advisers LLC | $798,049 | $327,966,174 | $56,693,324 | $384,659,498 |
| 95 | Great Point Wealth Advisors, LLC | $472,467 | $412,015,000 | $57,145,000 | $469,160,000 |
| 96 | F L Putnam Investment Management Co. | $1,118,016 | $3,662,900,185 | $58,973,558 | $3,721,873,743 |
| 97 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | $3,459,728 | $10,499,650,320 | $66,360,116 | $10,566,010,436 |
| 98 | Boston Financial Management LLC | $1,470,145 | $3,174,165,283 | $67,504,994 | $3,241,670,277 |
| 99 | Contravisory Investment Management, Inc. | $1,068,333 | $395,855,527 | $74,210,817 | $470,066,344 |
| 100 | South Shore Capital Advisors, LLC | $1,182,126 | $145,376,990 | $78,044,852 | $223,421,842 |
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.
