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
101Perennial Advisors Group, LLC$360,490$268,925,325$268,925,325
102Cape Ann Capital, Inc.$356,541$167,756,935$18,714,140$186,471,075
103Wealth Management Advisors, LLC$356,356$316,373,729$5,415,409$321,789,138
104Barker Financial Group, Inc.$349,835$194,699,776$1,208,009$195,907,785
105New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
106Adcm, LLC$347,389$130,618,137$130,618,137
107Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
108Peak Financial Management Inc$324,647$360,682,330$360,682,330
109Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
110Assetgrade, LLC$300,333$160,620,386$658,274$161,278,660
111Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
112Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
113Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
114Successful Money Strategies Inc$266,659$161,862,000$161,862,000
115Strategic Planning Group, Inc.$263,224$184,702,794$4,818,813$189,521,607
116Flying Point Financial, Inc.$262,477$136,000,000$6,000,000$142,000,000
117Asset Management Resources, LLC$254,777$180,265,869$14,384,015$194,649,884
118Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
119Stonehearth Capital Management LLC$240,250$262,112,251$262,112,251
120Stakeholders Capital, Inc.$236,943$117,158,827$16,950,965$134,109,792
121Savior LLC$222,025$221,136,495$37,301,054$258,437,549
122Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
123Financially In Tune, LLC$219,203$129,790,493$10,280,339$140,070,832
124McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
125Forness Financial LLC$210,379$150,000,000$150,000,000
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Showing 101 to 125 of 125 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 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.