Barrons 2022 Top 100 RIA Firms

The Colony Group Ranked on the Barron’s Top 100 RIA Firms List

The Colony Group has ranked number 18 on the Barron’s 2022 Top 100 RIA Firms list. We are proud of our team’s unwavering commitment to excellence in all that we do for our clients, our community, and each other.

The Barron’s rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.

Read the full list of 2022 Top 100 RIA Firms.

About Barron’s
Barron’s ( is a prominent source of financial news, delivering detailed analysis and commentary on investments, stocks, bonds, ETFs, options, commodities, market movements, and more each week online and through Barron’s magazine. The world’s premier investing publication is published by Dow Jones & Company since 1921. For more information on Barron’s, click here.

About The Colony Group
We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions.


Barron’s criteria: Barron’s ranks independent advisory firms weighing dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. The Barron’s Top 100 list included Colony’s CEO for 2007 and 2009-2017, and the President of Mintz Levin Financial Advisors (MLFA) for 2007-2011, who, after MLFA merged into Colony in 2012, was included in the list for 2013-2015 while serving as Colony’s Vice-Chair. Colony’s CEO was ranked first among Massachusetts-based advisors in 2009, 2013, and 2016. Advisor’s assets under management, contribution to the firm’s revenues and profits, and quality of service.