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
1Abbot Financial Management, Inc$494,183$212,992,975$212,992,975
2Adcm, LLC$347,389$130,618,137$130,618,137
3Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
4Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
5Aevitas Wealth Management, Inc.$391,567$486,684,864$14,912,568$501,597,432
6ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
7Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
8Asset Management Resources, LLC$254,777$180,265,869$14,384,015$194,649,884
9Assetgrade, LLC$300,333$160,620,386$658,274$161,278,660
10ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
11Atwater Wealth Management, Inc.$556,017$144,506,152$3,394,492$147,900,644
12Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
13Barker Financial Group, Inc.$349,835$194,699,776$1,208,009$195,907,785
14Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
15Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
16Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
17Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
18Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
19Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
20Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
21Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
22Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
23Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
24Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
25Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
26Cabot Wealth Management$538,492$933,206,426$933,206,426
27Cape Ann Capital, Inc.$356,541$167,756,935$18,714,140$186,471,075
28Carl P. Sherr & Co., LLC$482,518$292,375,677$31,393,627$323,769,304
29Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
30Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
31Concordia Wealth Management, LLC$1,501,478$168,687,598$11,489,736$180,177,334
32Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
33CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
34Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
35Cooper Lapman Financial, LLC$988,465$296,539,363$296,539,363
36Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
37Cox Capital Management LLC$653,236$234,511,680$234,511,680
38Crew Michael John$1,194,105$165,980,600$165,980,600
39Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
40Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
41Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
42Diversified Financial Management Associates, Inc.$489,073$83,086,155$105,695,981$188,782,136
43Excalibur Management Corp$656,956$505,979,641$13,015,607$518,995,248
44Exchange Place Advisors, LLC$440,419$262,929,898$262,929,898
45F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
46Fairfield Financial Advisors Ltd$620,893$30,681,271$220,159,495$250,840,766
47Fenton Gregory Coleman$374,732$152,515,726$152,515,726
48Fenway Financial Advisors, LLC$447,547$128,445,870$128,445,870
49Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
50Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
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Showing 1 to 50 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.