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
1Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
2Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
3Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
4Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
5Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
6Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
7Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
8Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
9ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
10New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
11Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
12Florek Financial, LLC$693,515$336,355,000$336,355,000
13Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
14NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
15VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
16Fairfield Financial Advisors Ltd$620,893$30,681,271$220,159,495$250,840,766
17The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
18Fenton Gregory Coleman$374,732$152,515,726$152,515,726
19Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
20ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
21Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
22Fenway Financial Advisors, LLC$447,547$128,445,870$128,445,870
23Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
24Diversified Financial Management Associates, Inc.$489,073$83,086,155$105,695,981$188,782,136
25Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
26South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
27Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
28Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
29Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
30F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
31Great Point Wealth Advisors, LLC$472,467$412,015,000$57,145,000$469,160,000
32Riverview Capital Advisers LLC$798,049$327,966,174$56,693,324$384,659,498
33THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
34Sandy Cove Advisors, LLC$513,827$266,042,142$51,503,090$317,545,232
35Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
36Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
37Lenk Ladner Investment Solutions LLC$507,795$129,228,994$44,944,793$174,173,787
38Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
39Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
40Savior LLC$222,025$221,136,495$37,301,054$258,437,549
41Kastel Capital Advisors, LLC$713,426$70,180,070$36,120,388$106,300,458
42Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
43Carl P. Sherr & Co., LLC$482,518$292,375,677$31,393,627$323,769,304
44Polaris Advisors, LLC$577,810$104,098,495$31,109,040$135,207,535
45The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
46WELLESLEY INVESTMENT PARTNERS, LLC$679,911$388,979,601$30,525,788$419,505,389
47Shorepoint Capital Partners LLC$438,831$359,021,000$23,640,000$382,661,000
48Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
49Cape Ann Capital, Inc.$356,541$167,756,935$18,714,140$186,471,075
50Stakeholders Capital, Inc.$236,943$117,158,827$16,950,965$134,109,792
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Showing 1 to 50 of 125 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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.