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
1Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
2Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
3Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
4Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
5Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
6ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
7The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
8Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
9F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
10Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
11Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
12Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
13Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
14Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
15Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
16CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
17New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
18Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
19Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
20Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
21Heritage Financial Services, LLC$394,580$1,825,326,930$1,825,326,930
22ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
23NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
24Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
25Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
26TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
27MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
28Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
29Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
30Cabot Wealth Management$538,492$933,206,426$933,206,426
31Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
32The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
33O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
34Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
35New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
36Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
37Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
38Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
39Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
40Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
41Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
42Montis Financial, LLC$580,175$647,400,000$14,000,000$661,400,000
43Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
44Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
45Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
46Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
47THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
48Excalibur Management Corp$656,956$505,979,641$13,015,607$518,995,248
49McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
50Aevitas Wealth Management, Inc.$391,567$486,684,864$14,912,568$501,597,432
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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 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.