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
11620 INVESTMENT ADVISORS, INC.$334,629$132,215,698$3,308,906$135,524,604
2ABBOT FINANCIAL MANAGEMENT, INC$494,183$212,992,975$212,992,975
3ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
4AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
5AEVITAS WEALTH MANAGEMENT, INC.$327,868$453,635,883$11,937,003$465,572,886
6ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
7ARTEMIS FINANCIAL ADVISORS$818,235$160,374,113$160,374,113
8ASSET MANAGEMENT RESOURCES, LLC$258,002$159,232,670$20,336,781$179,569,451
9ASSETGRADE, LLC$255,219$125,822,737$125,822,737
10ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
11ATWATER WEALTH MANAGEMENT$476,323$117,125,968$2,907,538$120,033,506
12BALLENTINE PARTNERS$1,812,528$5,558,572,633$2,369,424,322$7,927,996,955
13BARRY INVESTMENT ADVISORS, LLC$458,759$552,511,214$91,127,308$643,638,522
14BATTERY GLOBAL ADVISORS, LLC$26,567,568$997,100,000$968,900,000$1,966,000,000
15BEACON FINANCIAL PLANNING OF CAPE COD$255,025$180,302,396$180,302,396
16BERKSHIRE MONEY MANAGEMENT, INC.$363,151$609,003,770$609,003,770
17BIRCH HILL INVESTMENT ADVISORS LLC$1,692,594$1,960,763,981$2,644,796$1,963,408,777
18BOSTON FINANCIAL MANAGEMENT LLC$1,325,990$2,767,994,167$78,907,311$2,846,901,478
19BOSTON HILL ADVISORS, LLC$254,470$738,652,006$34,173,360$772,825,366
20BOSTON PRIVATE WEALTH$978,664$12,697,123,638$618,579,481$13,315,703,119
21BOSTON RESEARCH AND MANAGEMENT, INC.$1,096,319$446,201,807$446,201,807
22BREEDS HILL CAPITAL LLC$3,295,195$107,923,825$1,302,419,524$1,410,343,349
23BROMFIELD SNEIDER WEALTH ADVISORS, INC.$1,219,967$341,590,643$341,590,643
24CABOT WEALTH MANAGEMENT$457,445$759,816,252$759,816,252
25CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
26CAPE ANN CAPITAL, INC.$432,068$154,851,092$1,557,661$156,408,753
27CARL P. SHERR & CO., LLC$408,962$250,022,795$19,073,919$269,096,714
28CHOATE INVESTMENT ADVISORS$2,170,955$4,485,431,447$661,903,297$5,147,334,744
29CLARO ADVISORS, LLC$317,079$423,349,430$20,243,757$443,593,187
30CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
31COOPER LAPMAN FINANCIAL, LLC$868,753$253,675,753$253,675,753
32COTTAGE STREET ADVISORS$2,541,945$213,523,369$213,523,369
33COX CAPITAL MANAGEMENT LLC$633,745$205,333,526$205,333,526
34DAINTREE ADVISORS LLC$864,986$1,127,964,000$23,332,000$1,151,296,000
35DARROW WEALTH MANAGEMENT$598,668$187,981,900$187,981,900
36DERBY AND COMPANY INC$705,366$622,132,744$622,132,744
37DIVERSIFIED FINANCIAL MANAGEMENT$470,994$66,062,314$108,205,611$174,267,925
38EXCALIBUR MANAGEMENT CORP$631,786$469,290,000$15,922,000$485,212,000
39EXCHANGE PLACE ADVISORS, LLC$391,340$224,237,805$224,237,805
40F L PUTNAM INVESTMENT MANAGEMENT CO.$941,641$2,766,710,777$18,662,501$2,785,373,278
41FAIRFIELD FINANCIAL ADVISORS$545,358$22,857,707$191,467,972$214,325,679
42FENWAY FINANCIAL ADVISORS, LLC$449,360$107,846,300$107,846,300
43FERRIS CAPITAL, LLC$971,202$591,013,275$1,419,799$592,433,074
44FIDUCIARY WEALTH PARTNERS, LLC$5,357,639$964,375,024$964,375,024
45FINANCIALLY IN TUNE$204,919$108,491,175$8,722,346$117,213,521
46FINARC INVESTMENTS, INC.$351,694$137,864,060$137,864,060
47FLOREK FINANCIAL, LLC$613,718$298,267,000$298,267,000
48FLYING POINT FINANCIAL, INC.$222,853$132,700,000$4,800,000$137,500,000
49FORNESS FINANCIAL LLC$194,320$130,000,000$130,000,000
50FSA WEALTH MANAGEMENT, LLC$331,335$360,000,000$4,800,000$364,800,000
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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.