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
1Monument Group Wealth Advisors, Llc$407,949$103,211,000$103,211,000
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
5Woodside Wealth Management$381,882$121,707,175$113,102$121,820,277
6Lenk Ladner Investment Solutions LLC$421,531$107,314,198$36,849,298$144,163,496
7Diversified Financial Management$468,109$53,300,970$94,621,390$147,922,360
8South Shore Capital Advisors, LLC$1,012,003$113,651,553$56,365,014$170,016,567
9Michael J. Crew, Investment Advisor$1,588,073$173,100,000$173,100,000
10Cottage Street Advisors$2,272,466$186,342,237$186,342,237
11Abbot Financial Management, Inc$516,183$187,890,493$187,890,493
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
16Cooper Lapman Financial, LLC$727,580$208,815,470$208,815,470
17Little House Capital, LLC$568,370$198,136,767$12,728,361$210,865,128
18Carl P. Sherr & Co., LLC$347,173$197,369,730$22,738,205$220,107,935
19Guidance Point Advisors$655,502$241,880,204$241,880,204
20White Lighthouse Investment Management, Inc.$385,013$229,003,143$18,945,479$247,948,622
21Beck Bode Wealth Management, LLC$142,451$254,702,000$254,702,000
22Claybrook Capital, LLC$4,541,982$258,892,974$258,892,974
23Wealth Management Advisors, LLC$293,738$261,234,926$4,010,438$265,245,364
24Thompson Wealth Management, Ltd..$509,727$263,999,383$2,587,583$266,586,966
25Resolute Financial, LLC$191,826$226,553,615$43,153,069$269,706,684
26Peddock Capital Advisors, LLC$1,372,773$255,103,789$15,332,535$270,436,324
27Monument Group Wealth Advisors$941,868$271,800,117$5,109,000$276,909,117
28Jonathan D. Pond$336,113$280,318,383$280,318,383
29Bromfield Financial Advisory Group, Inc.$1,047,795$293,382,558$293,382,558
30Via Global Advisors LLC$933,204$108,180,973$227,772,338$335,953,311
31Great Point Wealth Advisors, LLC$380,749$274,649,000$61,933,000$336,582,000
32The Relaxing Retirement Coach, Inc.$1,344,716$363,073,217$363,073,217
33Timber Creek Capital Management$9,032,857$379,380,000$379,380,000
34Boston Research and Management, Inc.$928,649$385,389,223$385,389,223
35Excalibur Management Corp$728,020$384,486,228$17,380,637$401,866,865
36Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
37Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
38Montis Financial, LLC$451,678$498,700,000$12,600,000$511,300,000
39Stage Harbor Financial, LLC$723,342$543,229,967$543,229,967
40Aequitas Investment Advisors, LLC$562,902$547,703,215$547,703,215
41Ferris Capital$828,627$575,050,460$2,502,898$577,553,358
42Barry Investment Advisors, LLC$431,964$506,282,882$95,874,481$602,157,363
43Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
44Breeds Hill Capital LLC$1,749,109$65,209,982$713,143,716$778,353,698
45Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
46Fiduciary Wealth Partners, LLC$4,423,601$832,428,854$34,596,925$867,025,779
47TFC Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
48Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
49MG Financial$8,847,049$972,861,164$35,702,423$1,008,563,587
50Daintree Advisors$779,946$1,023,474,000$13,854,000$1,037,328,000
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Showing 1 to 50 of 69 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.

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