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.


# of employees


High-net-worth client assets

    Total AUM


    Total accounts


    Discretionary AUM


    Avg. discretionary account AUM


    Non-discretionary AUM


    Non-discretionary accounts


    Average non-discretionary account AUM


    Avg. account AUM

    Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
    1H.M. PAYSON$1,999,802$6,233,288,400$518,043,483$6,751,331,883
    2R M DAVIS INC$1,182,445$6,654,939,342$150,030,811$6,804,970,153
    3MEANS WEALTH MANAGEMENT$340,836$743,988,746$116,282,514$860,271,260
    4BIGELOW INVESTMENT ADVISORS, LLC$533,560$347,922,582$71,455,313$419,377,895
    5ROBINSON SMITH WEALTH ADVISORS, LLC$463,023$350,589,897$41,590,895$392,180,792
    7VIGILANT CAPITAL MANAGEMENT, LLC$1,460,342$2,240,163,925$2,240,163,925
    8GATHER FINANCIAL PLANNING$403,599$134,802,226$134,802,226
    9EAGLE FINANCIAL STRATEGIES$256,164$127,569,848$127,569,848
    10ARIES WEALTH MANAGEMENT, LLC$1,096,903$367,462,622$367,462,622
    11HARPSWELL CAPITAL ADVISORS, LLC$4,067,738$471,857,659$471,857,659
    12PENOBSCOT FINANCIAL ADVISORS$153,827$281,657,713$281,657,713

    Showing 1 to 13 of 13 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.