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 | STONEHEARTH CAPITAL MANAGEMENT | $151,176 | $232,357,289 | — | $232,357,289 |
| 2 | STRATEGIC PLANNING GROUP, INC. | $156,769 | $150,507,749 | $6,417,728 | $156,925,477 |
| 3 | FORNESS FINANCIAL LLC | $194,320 | $130,000,000 | — | $130,000,000 |
| 4 | MCNAMARA FINANCIAL SERVICES, INC. | $195,020 | $444,058,798 | $9,751,981 | $453,810,779 |
| 5 | FINANCIALLY IN TUNE | $204,919 | $108,491,175 | $8,722,346 | $117,213,521 |
| 6 | FLYING POINT FINANCIAL, INC. | $222,853 | $132,700,000 | $4,800,000 | $137,500,000 |
| 7 | BOSTON HILL ADVISORS, LLC | $254,470 | $738,652,006 | $34,173,360 | $772,825,366 |
| 8 | BEACON FINANCIAL PLANNING OF CAPE COD | $255,025 | $180,302,396 | — | $180,302,396 |
| 9 | ASSETGRADE, LLC | $255,219 | $125,822,737 | — | $125,822,737 |
| 10 | ASSET MANAGEMENT RESOURCES, LLC | $258,002 | $159,232,670 | $20,336,781 | $179,569,451 |
| 11 | PROCTOR FINANCIAL | $260,322 | $229,343,796 | — | $229,343,796 |
| 12 | PEAK FINANCIAL MANAGEMENT INC | $298,862 | $315,466,766 | $729,148 | $316,195,914 |
| 13 | CLARO ADVISORS, LLC | $317,079 | $423,349,430 | $20,243,757 | $443,593,187 |
| 14 | NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. | $317,358 | $652,339,207 | $2,686,877 | $655,026,084 |
| 15 | AEVITAS WEALTH MANAGEMENT, INC. | $327,868 | $453,635,883 | $11,937,003 | $465,572,886 |
| 16 | WILLOW | $330,406 | $125,884,519 | — | $125,884,519 |
| 17 | FSA WEALTH MANAGEMENT, LLC | $331,335 | $360,000,000 | $4,800,000 | $364,800,000 |
| 18 | 1620 INVESTMENT ADVISORS, INC. | $334,629 | $132,215,698 | $3,308,906 | $135,524,604 |
| 19 | PERENNIAL ADVISORS GROUP, LLC | $335,095 | $246,964,710 | — | $246,964,710 |
| 20 | WINGATE WEALTH ADVISORS, INC. | $340,578 | $626,440,049 | $293,460,560 | $919,900,609 |
| 21 | W.H. CORNERSTONE INVESTMENTS INC. | $348,661 | $102,110,908 | $6,322,599 | $108,433,507 |
| 22 | FINARC INVESTMENTS, INC. | $351,694 | $137,864,060 | — | $137,864,060 |
| 23 | THE FINANCIAL ADVISORS, LLC | $361,709 | $703,867,978 | $27,868,491 | $731,736,469 |
| 24 | WEST BRANCH CAPITAL LLC | $362,569 | $398,959,241 | $11,831,741 | $410,790,982 |
| 25 | BERKSHIRE MONEY MANAGEMENT, INC. | $363,151 | $609,003,770 | — | $609,003,770 |
| 26 | HERITAGE FINANCIAL SERVICES, LLC | $364,258 | $1,601,277,179 | — | $1,601,277,179 |
| 27 | VODIA CAPITAL, LLC | $378,432 | $98,948,682 | $2,471,098 | $101,419,780 |
| 28 | EXCHANGE PLACE ADVISORS, LLC | $391,340 | $224,237,805 | — | $224,237,805 |
| 29 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | $397,180 | $472,830,355 | $62,964,903 | $535,795,258 |
| 30 | CAMBRIDGE CAPE COD ADVISORS | $406,371 | — | $131,664,082 | $131,664,082 |
| 31 | SINGLE POINT PARTNERS | $406,522 | $225,754,936 | $3,523,658 | $229,278,594 |
| 32 | O'BRIEN WEALTH PARTNERS LLC | $407,716 | $704,125,067 | — | $704,125,067 |
| 33 | SHOREPOINT CAPITAL PARTNERS LLC | $408,384 | $341,222,000 | $20,606,000 | $361,828,000 |
| 34 | CARL P. SHERR & CO., LLC | $408,962 | $250,022,795 | $19,073,919 | $269,096,714 |
| 35 | LENK LADNER INVESTMENT SOLUTIONS LLC | $414,561 | $104,660,726 | $34,631,625 | $139,292,351 |
| 36 | CAPE ANN CAPITAL, INC. | $432,068 | $154,851,092 | $1,557,661 | $156,408,753 |
| 37 | SECHREST FINANCIAL SERVICES | $434,482 | — | $135,558,529 | $135,558,529 |
| 38 | GREAT POINT WEALTH ADVISORS, LLC | $438,215 | $356,585,000 | $59,281,000 | $415,866,000 |
| 39 | WOODSIDE WEALTH MANAGEMENT | $447,826 | $144,080,853 | $119,195 | $144,200,048 |
| 40 | FENWAY FINANCIAL ADVISORS, LLC | $449,360 | — | $107,846,300 | $107,846,300 |
| 41 | CABOT WEALTH MANAGEMENT | $457,445 | $759,816,252 | — | $759,816,252 |
| 42 | BARRY INVESTMENT ADVISORS, LLC | $458,759 | $552,511,214 | $91,127,308 | $643,638,522 |
| 43 | DIVERSIFIED FINANCIAL MANAGEMENT | $470,994 | $66,062,314 | $108,205,611 | $174,267,925 |
| 44 | ATWATER WEALTH MANAGEMENT | $476,323 | $117,125,968 | $2,907,538 | $120,033,506 |
| 45 | SANDY COVE ADVISORS, LLC | $490,741 | $210,935,296 | $49,157,436 | $260,092,732 |
| 46 | ABBOT FINANCIAL MANAGEMENT, INC | $494,183 | $212,992,975 | — | $212,992,975 |
| 47 | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | $501,087 | $315,488,648 | $31,263,432 | $346,752,080 |
| 48 | PINNEY & SCOFIELD, INC. | $512,158 | $548,008,928 | — | $548,008,928 |
| 49 | THE BERRY GROUP | $518,727 | $498,806,243 | $54,156,296 | $552,962,539 |
| 50 | WERNAU ASSET MANAGEMENT | $528,070 | $113,007,068 | — | $113,007,068 |
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.
