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