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
1High Pines Wealth Management Llc$1,065,109$101,865,873$3,579,910$105,445,783
2Cambridge Cape Cod Advisors$288,135$107,186,161$107,186,161
3Sechrest Financial Services$2,721,429$114,300,000$114,300,000
4Finarc Investments, Inc.$290,161$117,224,911$117,224,911
5Financial Planning Solutions, Llc$149,588$105,042,263$13,880,568$118,922,831
6Woodside Wealth Management$381,882$121,707,175$113,102$121,820,277
7Lenk Ladner Investment Solutions Llc$421,531$107,314,198$36,849,298$144,163,496
8Diversified Financial Management$468,109$53,300,970$94,621,390$147,922,360
9South Shore Capital Advisors, Llc$1,010,417$113,620,787$56,129,344$169,750,131
10Michael J. Crew, Investment Advisor$1,588,073$173,100,000$173,100,000
11Cottage Street Advisors$2,272,466$186,342,237$186,342,237
12Exchange Place Advisors, Llc$366,083$188,532,983$188,532,983
13Sandy Cove Advisors, Llc$425,609$156,337,730$33,909,705$190,247,435
14Perennial Advisors Group, Llc$287,597$191,539,322$191,539,322
15Single Point Partners$419,131$189,452,612$3,347,572$192,800,184
16Abbot Financial Management, Inc$493,307$200,282,730$200,282,730
17Cooper Lapman Financial, Llc$727,580$208,815,470$208,815,470
18Little House Capital, Llc$568,370$198,136,767$12,728,361$210,865,128
19Carl P. Sherr & Co., Llc$347,173$197,369,730$22,738,205$220,107,935
20Guidance Point Advisors, Llc$655,502$241,880,204$241,880,204
21White Lighthouse Investment Management, Inc.$385,013$229,003,143$18,945,479$247,948,622
22Beck Bode Llc$142,451$254,702,000$254,702,000
23Claybrook Capital, Llc$4,541,982$258,892,974$258,892,974
24Wealth Management Advisors, Llc$293,738$261,234,926$4,010,438$265,245,364
25Thompson Wealth Management, Ltd.$509,727$263,999,383$2,587,583$266,586,966
26Resolute Financial, Llc$191,826$226,553,615$43,153,069$269,706,684
27Peddock Capital Advisors, Llc$1,372,773$255,103,789$15,332,535$270,436,324
28Monument Group Wealth Advisors, Llc$941,868$271,800,117$5,109,000$276,909,117
29Jonathan D. Pond, Llc$336,113$280,318,383$280,318,383
30Bromfield Sneider Wealth Advisors, Inc.$1,047,795$293,382,558$293,382,558
31Via Global Advisors Llc$933,204$108,180,973$227,772,338$335,953,311
32Great Point Wealth Advisors, Llc$380,749$274,649,000$61,933,000$336,582,000
33The Relaxing Retirement Coach, Inc.$1,344,716$363,073,217$363,073,217
34Timber Creek Capital Management, Llc$9,032,857$379,380,000$379,380,000
35Boston Research And Management, Inc.$928,649$385,389,223$385,389,223
36Minot Wealth Management Llc$1,429,445$393,097,442$393,097,442
37Excalibur Management Corp$728,020$384,486,228$17,380,637$401,866,865
38Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
39Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
40Montis Financial, Llc$451,678$498,700,000$12,600,000$511,300,000
41Stage Harbor Financial$731,131$543,229,967$543,229,967
42Aequitas Investment Advisors, Llc$562,902$547,703,215$547,703,215
43The Berry Group$440,254$472,184,098$92,661,712$564,845,810
44Ferris Capital, Llc$828,627$575,050,460$2,502,898$577,553,358
45Barry Investment Advisors, Llc$431,964$506,282,882$95,874,481$602,157,363
46Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
47Breeds Hill Capital Llc$1,749,109$65,209,982$713,143,716$778,353,698
48Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
49Fiduciary Wealth Partners, Llc$4,423,601$832,428,854$34,596,925$867,025,779
50Tfc Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
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Showing 1 to 50 of 72 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.