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
1Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
2Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
3Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
4ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
5Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
6MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
7The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
8Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
9Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
10Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
11Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
12Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
13Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
14Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
15Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
16Jonathan D. Pond, LLC$1,953,296$353,546,529$353,546,529
17Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
18Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
19NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
20The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
21Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
22Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
23Concordia Wealth Management, LLC$1,501,478$168,687,598$11,489,736$180,177,334
24Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
25Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
26Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
27Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
28Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
29Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
30Gray Private Wealth, LLC$1,300,826$233,723,642$425,078$234,148,720
31Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
32VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
33Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
34Crew Michael John$1,194,105$165,980,600$165,980,600
35South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
36Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
37Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
38F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
39Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
40Renaissance Investment Group, LLC$1,043,179$437,471,219$15,268,432$452,739,651
41Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
42TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
43Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
44Monument Group Wealth Advisors, LLC$988,709$372,256,931$5,430,000$377,686,931
45Cooper Lapman Financial, LLC$988,465$296,539,363$296,539,363
46High Pines Wealth Management LLC$965,214$191,623,483$454,006$192,077,489
47Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
48CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
49New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
50ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
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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.