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
1Parsec Financial Management, Inc$487,412$2,406,628,410$152,770,658$2,559,399,068
2Salem Investment Counselors Inc$971,916$1,589,082,496$0$1,589,082,496
3Colony Family Offices$2,171,009$1,401,477,728$31,388,503$1,432,866,231
4Delegate Advisors, LLC$2,423,570$123,700,718$1,301,358,630$1,425,059,348
5Smith, Salley & Associates$1,413,494$1,345,646,123$0$1,345,646,123
6Biltmore Family Office, LLC$2,031,038$653,597,551$609,707,975$1,263,305,526
7Boys Arnold & Co. Inc.$1,085,815$1,144,448,981$0$1,144,448,981
8Stearns Financial Group$548,606$1,114,767,377$0$1,114,767,377
9Novare Capital Management$794,262$1,070,771,038$12,602,568$1,083,373,606
10Maybry McShane Family Offices, LLC$129,830,582$378,333,773$530,480,300$908,814,073
11Sheets Smith Wealth Management$955,721$775,089,721$0$775,089,721
12Triad Financial Advisors, Inc.$310,558$585,336,899$25,220,014$610,556,913
13Sapere Wealth Management, LLC$952,317$607,578,168$0$607,578,168
14Ironsides Asset Advisors$2,167,413$362,887,097$226,649,203$589,536,300
15Willingdon Wealth Management Inc.$334,136$556,872,320$5,144,252$562,016,572
16Arbor Investment Advisors$655,510$522,701,736$31,203,929$553,905,665
17Altavista Wealth Management, Inc.$578,286$485,581,445$18,684,212$504,265,657
18Greerwalker Wealth Management LLC$748,568$430,426,400$0$430,426,400
19Rinehart Wealth & Investment Advisory$1,455,581$417,751,841$0$417,751,841
20Bluesky Wealth Advisors$352,839$406,470,243$0$406,470,243
21Hamilton Point Investment Advisors$929,498$405,261,051$0$405,261,051
22Kuhn Advisors, Inc.$2,509,738$373,950,932$0$373,950,932
23Altrius Capital Management, Inc.$959,689$351,115,605$7,808,106$358,923,711
24Financial Symmetry Inc.$147,047$6,015,690$352,779,330$358,795,020
25Woodward Financial Advisors, Inc.$538,897$334,116,153$0$334,116,153
26Kingfisher Capital, LLC$552,912$322,347,837$0$322,347,837
27Collegiate Capital Management, Inc.$195,914$272,010,502$45,370,897$317,381,399
28Carolina Capital Consulting, Inc.$473,054$287,616,872$0$287,616,872
29Matrix Wealth Advisors, Inc.$2,048,813$278,638,571$0$278,638,571
30Strathmore Capital Advisors$347,833$239,657,150$0$239,657,150
31Whitener Capital Management, Inc$259,282$149,770,000$76,324,000$226,094,000
32Hilltop Wealth Advisors, LLC$538,035$213,600,000$0$213,600,000
33Townsend Asset Management Corp.$284,844$201,900,000$8,600,000$210,500,000
34Capital Management$496,423$129,856,371$76,655,596$206,511,967
35Alpha Financial Advisors$1,130,836$205,812,187$0$205,812,187
36Arjuna Capital, LLC$892,613$204,408,310$0$204,408,310
37Zuraw Financial Advisors$382,680$190,192,116$0$190,192,116
38Omnistar Financial Group, Inc.$165,720$160,251,119$369$160,251,488
39Beacon Financial Strategies Corp.$318,968$156,290,391$3,831,717$160,122,108
40Old Peak Finance$462,276$0$154,862,369$154,862,369
41Bull City Advisors, LLC$2,523,940$153,960,342$0$153,960,342
42Wrenn Financial Strategies, Inc.$291,500$118,854,950$35,056,982$153,911,932
43Defender Capital$402,632$153,000,000$0$153,000,000
44Keatley Wealth Management, LLC$479,606$140,524,491$0$140,524,491
45Kenneth Frenke & Co$208,320$135,199,582$0$135,199,582
46Altamont Capital Management$515,175$132,400,000$0$132,400,000
47Lumina Wealth Management, LLC$310,129$120,589,575$4,702,690$125,292,265
48Beacon Wealthcare, Inc.$200,627$122,640,004$2,150,000$124,790,004
49Financial Planning Services, Inc.$310,161$121,583,293$0$121,583,293
50First Financial Group$201,000$120,600,000$0$120,600,000
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Showing 1 to 50 of 57 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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