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 |
|---|---|---|---|---|---|
| 1 | BALLENTINE PARTNERS | $2,003,387 | $7,650,881,001 | $2,868,906,345 | $10,519,787,346 |
| 2 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 3 | BREEDS HILL CAPITAL LLC | $3,863,645 | $238,070,308 | $1,693,752,020 | $1,931,822,328 |
| 4 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 5 | AEQUITAS INVESTMENT ADVISORS, LLC | $545,708 | — | $684,863,869 | $684,863,869 |
| 6 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | $4,750,173 | $3,581,046,117 | $323,595,906 | $3,904,642,023 |
| 7 | FAIRFIELD FINANCIAL ADVISORS | $703,351 | $35,564,614 | $274,612,963 | $310,177,577 |
| 8 | ROPES WEALTH ADVISORS | $2,251,761 | $7,321,643,288 | $181,225,352 | $7,502,868,640 |
| 9 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
| 10 | FIDUCIARY WEALTH PARTNERS, LLC | $3,718,618 | $1,299,682,894 | $176,608,543 | $1,476,291,437 |
| 11 | SECHREST FINANCIAL SERVICES | $488,521 | — | $170,005,422 | $170,005,422 |
| 12 | DIVERSIFIED FINANCIAL MANAGEMENT | $566,367 | $108,752,602 | $122,325,044 | $231,077,646 |
| 13 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 14 | SOUTH SHORE CAPITAL ADVISORS, LLC | $957,684 | $102,747,608 | $89,746,782 | $192,494,390 |
| 15 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 16 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | $3,941,081 | $12,546,553,131 | $72,787,752 | $12,619,340,883 |
| 17 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 18 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 19 | SANDY COVE ADVISORS, LLC | $601,857 | $344,014,228 | $43,581,461 | $387,595,689 |
| 20 | RESOLUTE FINANCIAL, LLC | $303,956 | $404,628,472 | $39,147,150 | $443,775,622 |
| 21 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
| 22 | POLARIS ADVISORS, LLC | $982,605 | $110,786,795 | $36,603,961 | $147,390,756 |
| 23 | KASTEL CAPITAL ADVISORS, LLC | $734,547 | $83,268,000 | $34,994,000 | $118,262,000 |
| 24 | CARL P. SHERR & CO., LLC | $535,991 | $347,711,578 | $33,378,290 | $381,089,868 |
| 25 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $812,728 | $355,848,733 | $30,196,927 | $386,045,660 |
| 26 | GREAT POINT WEALTH ADVISORS, LLC | $523,757 | $518,857,000 | $30,040,000 | $548,897,000 |
| 27 | SHOREPOINT CAPITAL PARTNERS LLC | $510,830 | $441,989,588 | $28,995,973 | $470,985,561 |
| 28 | FINANCIAL PLANNING SOLUTIONS, LLC | $213,163 | $190,366,859 | $24,927,965 | $215,294,824 |
| 29 | CAPE ANN CAPITAL, INC. | $290,467 | $181,411,539 | $20,753,579 | $202,165,118 |
| 30 | FINIVI INC. | $220,537 | $202,138,647 | $20,603,664 | $222,742,311 |
| 31 | PEDDOCK CAPITAL ADVISORS, LLC | $1,390,751 | $455,511,061 | $18,734,874 | $474,245,935 |
| 32 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 33 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 34 | STAKEHOLDERS CAPITAL | $286,172 | $134,909,253 | $16,189,310 | $151,098,563 |
| 35 | RENAISSANCE INVESTMENT GROUP, LLC | $1,178,482 | $528,294,779 | $16,163,973 | $544,458,752 |
| 36 | LITTLE HOUSE CAPITAL, LLC | $796,608 | $322,525,639 | $16,032,893 | $338,558,532 |
| 37 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 38 | STRATEGIC PLANNING GROUP, INC. | $291,391 | $202,735,534 | $10,853,982 | $213,589,516 |
| 39 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 40 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 41 | FINANCIALLY IN TUNE | $245,428 | $161,922,604 | $9,385,806 | $171,308,410 |
| 42 | MONUMENT GROUP WEALTH ADVISORS, LLC | $998,613 | $449,602,228 | $6,764,000 | $456,366,228 |
| 43 | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | $555,181 | $446,417,912 | $6,054,921 | $452,472,833 |
| 44 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 45 | NEW WORLD ADVISORS LLC | $1,461,903 | $430,409,719 | $5,237,239 | $435,646,958 |
| 46 | ALTSCHULER FINANCIAL SERVICES | $1,326,719 | $204,424,750 | $5,196,788 | $209,621,538 |
| 47 | W.H. CORNERSTONE INVESTMENTS INC. | $429,536 | $145,052,903 | $4,425,507 | $149,478,410 |
| 48 | ATWATER WEALTH MANAGEMENT | $620,451 | $172,223,306 | $3,984,694 | $176,208,000 |
| 49 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 50 | VODIA CAPITAL, LLC | $565,820 | $199,346,428 | $2,651,255 | $201,997,683 |
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.
