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