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
1STONEHEARTH CAPITAL MANAGEMENT$151,176$232,357,289$232,357,289
2STRATEGIC PLANNING GROUP, INC.$156,769$150,507,749$6,417,728$156,925,477
3FORNESS FINANCIAL LLC$194,320$130,000,000$130,000,000
4MCNAMARA FINANCIAL SERVICES, INC.$195,020$444,058,798$9,751,981$453,810,779
5FINANCIALLY IN TUNE$204,919$108,491,175$8,722,346$117,213,521
6FLYING POINT FINANCIAL, INC.$222,853$132,700,000$4,800,000$137,500,000
7BOSTON HILL ADVISORS, LLC$254,470$738,652,006$34,173,360$772,825,366
8BEACON FINANCIAL PLANNING OF CAPE COD$255,025$180,302,396$180,302,396
9ASSETGRADE, LLC$255,219$125,822,737$125,822,737
10ASSET MANAGEMENT RESOURCES, LLC$258,002$159,232,670$20,336,781$179,569,451
11PROCTOR FINANCIAL$260,322$229,343,796$229,343,796
12PEAK FINANCIAL MANAGEMENT INC$298,862$315,466,766$729,148$316,195,914
13CLARO ADVISORS, LLC$317,079$423,349,430$20,243,757$443,593,187
14NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.$317,358$652,339,207$2,686,877$655,026,084
15AEVITAS WEALTH MANAGEMENT, INC.$327,868$453,635,883$11,937,003$465,572,886
16WILLOW$330,406$125,884,519$125,884,519
17FSA WEALTH MANAGEMENT, LLC$331,335$360,000,000$4,800,000$364,800,000
181620 INVESTMENT ADVISORS, INC.$334,629$132,215,698$3,308,906$135,524,604
19PERENNIAL ADVISORS GROUP, LLC$335,095$246,964,710$246,964,710
20WINGATE WEALTH ADVISORS, INC.$340,578$626,440,049$293,460,560$919,900,609
21W.H. CORNERSTONE INVESTMENTS INC.$348,661$102,110,908$6,322,599$108,433,507
22FINARC INVESTMENTS, INC.$351,694$137,864,060$137,864,060
23THE FINANCIAL ADVISORS, LLC$361,709$703,867,978$27,868,491$731,736,469
24WEST BRANCH CAPITAL LLC$362,569$398,959,241$11,831,741$410,790,982
25BERKSHIRE MONEY MANAGEMENT, INC.$363,151$609,003,770$609,003,770
26HERITAGE FINANCIAL SERVICES, LLC$364,258$1,601,277,179$1,601,277,179
27VODIA CAPITAL, LLC$378,432$98,948,682$2,471,098$101,419,780
28EXCHANGE PLACE ADVISORS, LLC$391,340$224,237,805$224,237,805
29SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$397,180$472,830,355$62,964,903$535,795,258
30CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
31SINGLE POINT PARTNERS$406,522$225,754,936$3,523,658$229,278,594
32O'BRIEN WEALTH PARTNERS LLC$407,716$704,125,067$704,125,067
33SHOREPOINT CAPITAL PARTNERS LLC$408,384$341,222,000$20,606,000$361,828,000
34CARL P. SHERR & CO., LLC$408,962$250,022,795$19,073,919$269,096,714
35LENK LADNER INVESTMENT SOLUTIONS LLC$414,561$104,660,726$34,631,625$139,292,351
36CAPE ANN CAPITAL, INC.$432,068$154,851,092$1,557,661$156,408,753
37SECHREST FINANCIAL SERVICES$434,482$135,558,529$135,558,529
38GREAT POINT WEALTH ADVISORS, LLC$438,215$356,585,000$59,281,000$415,866,000
39WOODSIDE WEALTH MANAGEMENT$447,826$144,080,853$119,195$144,200,048
40FENWAY FINANCIAL ADVISORS, LLC$449,360$107,846,300$107,846,300
41CABOT WEALTH MANAGEMENT$457,445$759,816,252$759,816,252
42BARRY INVESTMENT ADVISORS, LLC$458,759$552,511,214$91,127,308$643,638,522
43DIVERSIFIED FINANCIAL MANAGEMENT$470,994$66,062,314$108,205,611$174,267,925
44ATWATER WEALTH MANAGEMENT$476,323$117,125,968$2,907,538$120,033,506
45SANDY COVE ADVISORS, LLC$490,741$210,935,296$49,157,436$260,092,732
46ABBOT FINANCIAL MANAGEMENT, INC$494,183$212,992,975$212,992,975
47WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.$501,087$315,488,648$31,263,432$346,752,080
48PINNEY & SCOFIELD, INC.$512,158$548,008,928$548,008,928
49THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
50WERNAU ASSET MANAGEMENT$528,070$113,007,068$113,007,068
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Showing 1 to 50 of 113 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 Sabrina Straub.

*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.