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 |
|---|---|---|---|---|---|
| 1 | Forness Financial LLC | $210,379 | $150,000,000 | — | $150,000,000 |
| 2 | McNamara Financial Services, Inc. | $211,314 | $510,957,683 | — | $510,957,683 |
| 3 | Financially In Tune, LLC | $219,203 | $129,790,493 | $10,280,339 | $140,070,832 |
| 4 | Boston Standard Wealth Management, LLC | $220,453 | $312,822,713 | — | $312,822,713 |
| 5 | Savior LLC | $222,025 | $221,136,495 | $37,301,054 | $258,437,549 |
| 6 | Stakeholders Capital, Inc. | $236,943 | $117,158,827 | $16,950,965 | $134,109,792 |
| 7 | Stonehearth Capital Management LLC | $240,250 | $262,112,251 | — | $262,112,251 |
| 8 | Resolute Financial, LLC | $248,507 | $329,225,483 | $45,523,608 | $374,749,091 |
| 9 | Asset Management Resources, LLC | $254,777 | $180,265,869 | $14,384,015 | $194,649,884 |
| 10 | Flying Point Financial, Inc. | $262,477 | $136,000,000 | $6,000,000 | $142,000,000 |
| 11 | Strategic Planning Group, Inc. | $263,224 | $184,702,794 | $4,818,813 | $189,521,607 |
| 12 | Successful Money Strategies Inc | $266,659 | $161,862,000 | — | $161,862,000 |
| 13 | Boston Hill Advisors, LLC | $279,306 | $885,829,540 | $34,483,041 | $920,312,581 |
| 14 | Sachetta & Callahan, LLC | $279,761 | $268,849,926 | — | $268,849,926 |
| 15 | Beacon Financial Planning, Inc | $290,996 | $207,479,961 | — | $207,479,961 |
| 16 | Assetgrade, LLC | $300,333 | $160,620,386 | $658,274 | $161,278,660 |
| 17 | Pension & Wealth Management Advisors, Inc. | $307,822 | $128,053,975 | — | $128,053,975 |
| 18 | Peak Financial Management Inc | $324,647 | $360,682,330 | — | $360,682,330 |
| 19 | Claro Advisors, LLC | $339,494 | $548,092,861 | $40,249,686 | $588,342,547 |
| 20 | Adcm, LLC | $347,389 | $130,618,137 | — | $130,618,137 |
| 21 | New England Investment & Retirement Group, Inc. | $349,446 | $750,743,376 | $15,241,258 | $765,984,634 |
| 22 | Barker Financial Group, Inc. | $349,835 | $194,699,776 | $1,208,009 | $195,907,785 |
| 23 | Wealth Management Advisors, LLC | $356,356 | $316,373,729 | $5,415,409 | $321,789,138 |
| 24 | Cape Ann Capital, Inc. | $356,541 | $167,756,935 | $18,714,140 | $186,471,075 |
| 25 | Perennial Advisors Group, LLC | $360,490 | $268,925,325 | — | $268,925,325 |
| 26 | Finarc Investments, Inc. | $361,307 | $144,884,068 | — | $144,884,068 |
| 27 | Kraematon Investment Advisors, Inc | $363,368 | $171,146,308 | — | $171,146,308 |
| 28 | Fenton Gregory Coleman | $374,732 | — | $152,515,726 | $152,515,726 |
| 29 | West Branch Capital LLC | $379,878 | $427,416,750 | $12,482,432 | $439,899,182 |
| 30 | Aevitas Wealth Management, Inc. | $391,567 | $486,684,864 | $14,912,568 | $501,597,432 |
| 31 | Berkshire Money Management, Inc. | $393,747 | $694,175,826 | — | $694,175,826 |
| 32 | Heritage Financial Services, LLC | $394,580 | $1,825,326,930 | — | $1,825,326,930 |
| 33 | The Financial Advisors, LLC | $398,705 | $788,697,468 | $31,040,026 | $819,737,494 |
| 34 | Wingate Wealth Advisors, Inc. | $401,332 | $741,535,598 | $347,678,219 | $1,089,213,817 |
| 35 | Sensible Financial Planning And Management, LLC | $436,590 | $568,369,571 | $48,095,195 | $616,464,766 |
| 36 | Shorepoint Capital Partners LLC | $438,831 | $359,021,000 | $23,640,000 | $382,661,000 |
| 37 | Exchange Place Advisors, LLC | $440,419 | $262,929,898 | — | $262,929,898 |
| 38 | Fenway Financial Advisors, LLC | $447,547 | — | $128,445,870 | $128,445,870 |
| 39 | Sechrest Financial Services LLC | $457,131 | — | $145,824,644 | $145,824,644 |
| 40 | O'Brien Wealth Partners LLC | $459,612 | $819,027,871 | — | $819,027,871 |
| 41 | Woodside Wealth Management LLC | $462,991 | $167,480,176 | $122,518 | $167,602,694 |
| 42 | Barry Investment Advisors, LLC | $463,727 | $573,155,610 | $93,683,638 | $666,839,248 |
| 43 | Great Point Wealth Advisors, LLC | $472,467 | $412,015,000 | $57,145,000 | $469,160,000 |
| 44 | Single Point Partners, LLC | $476,131 | $381,546,257 | $9,356,900 | $390,903,157 |
| 45 | Carl P. Sherr & Co., LLC | $482,518 | $292,375,677 | $31,393,627 | $323,769,304 |
| 46 | Diversified Financial Management Associates, Inc. | $489,073 | $83,086,155 | $105,695,981 | $188,782,136 |
| 47 | Abbot Financial Management, Inc | $494,183 | $212,992,975 | — | $212,992,975 |
| 48 | Lenk Ladner Investment Solutions LLC | $507,795 | $129,228,994 | $44,944,793 | $174,173,787 |
| 49 | Sandy Cove Advisors, LLC | $513,827 | $266,042,142 | $51,503,090 | $317,545,232 |
| 50 | THE BERRY GROUP | $518,727 | $498,806,243 | $54,156,296 | $552,962,539 |
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.
