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$493,307$200,282,730$200,282,730
2Adviser Investments$476,031$5,014,033,546$5,014,033,546
3Aequitas Investment Advisors, Llc$562,902$547,703,215$547,703,215
4Argent Wealth Management, Llc$808,800$1,163,966,759$397,017,930$1,560,984,689
5Athena Capital Advisors Llc$13,573,302$5,212,095,781$610,850,661$5,822,946,442
6Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
7Barry Investment Advisors, Llc$431,964$506,282,882$95,874,481$602,157,363
8Beck Bode Llc$142,451$254,702,000$254,702,000
9Birch Hill Investment Advisors Llc$1,407,746$1,562,274,409$1,731,230$1,564,005,639
10Boston Financial Management Llc$1,079,761$2,148,528,656$46,624,617$2,195,153,273
11Boston Private Wealth$943,231$12,260,516,842$567,430,937$12,827,947,779
12Boston Research And Management, Inc.$928,649$385,389,223$385,389,223
13Breeds Hill Capital Llc$1,749,109$65,209,982$713,143,716$778,353,698
14Bromfield Sneider Wealth Advisors, Inc.$1,047,795$293,382,558$293,382,558
15Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
16Cambridge Cape Cod Advisors$288,135$107,186,161$107,186,161
17Carl P. Sherr & Co., Llc$347,173$197,369,730$22,738,205$220,107,935
18Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
19Claybrook Capital, Llc$4,541,982$258,892,974$258,892,974
20Congress Wealth Management Llc$815,959$1,784,633,072$9,660,942$1,794,294,014
21Cooper Lapman Financial, Llc$727,580$208,815,470$208,815,470
22Cottage Street Advisors$2,272,466$186,342,237$186,342,237
23Daintree Advisors Llc$779,946$1,023,474,000$13,854,000$1,037,328,000
24Diversified Financial Management$468,109$53,300,970$94,621,390$147,922,360
25Excalibur Management Corp$728,020$384,486,228$17,380,637$401,866,865
26Exchange Place Advisors, Llc$366,083$188,532,983$188,532,983
27Ferris Capital, Llc$828,627$575,050,460$2,502,898$577,553,358
28Fiduciary Wealth Partners, Llc$4,423,601$832,428,854$34,596,925$867,025,779
29Financial Planning Solutions, Llc$149,588$105,042,263$13,880,568$118,922,831
30Finarc Investments, Inc.$290,161$117,224,911$117,224,911
31Great Point Wealth Advisors, Llc$380,749$274,649,000$61,933,000$336,582,000
32Guidance Point Advisors, Llc$655,502$241,880,204$241,880,204
33Heritage Financial Services, Llc$326,835$1,411,598,462$1,411,598,462
34High Pines Wealth Management Llc$1,065,109$101,865,873$3,579,910$105,445,783
35Jonathan D. Pond, Llc$336,113$280,318,383$280,318,383
36Lenk Ladner Investment Solutions Llc$421,531$107,314,198$36,849,298$144,163,496
37Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
38Little House Capital, Llc$568,370$198,136,767$12,728,361$210,865,128
39Loring, Wolcott & Coolidge Fiduciary Advisors, Llp$2,541,179$7,053,569,192$188,790,290$7,242,359,482
40Mg Financial Llc$8,847,049$972,861,164$35,702,423$1,008,563,587
41Michael J. Crew, Investment Advisor$1,588,073$173,100,000$173,100,000
42Minot Wealth Management Llc$1,429,445$393,097,442$393,097,442
43Montis Financial, Llc$451,678$498,700,000$12,600,000$511,300,000
44Monument Group Wealth Advisors, Llc$941,868$271,800,117$5,109,000$276,909,117
45Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
46Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
47Peddock Capital Advisors, Llc$1,372,773$255,103,789$15,332,535$270,436,324
48Perennial Advisors Group, Llc$287,597$191,539,322$191,539,322
49Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
50Prio Wealth Limited Partnership$1,704,521$2,560,190,632$2,560,190,632
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Showing 1 to 50 of 72 entries

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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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.