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$406,982$1,878,262,205$126,939,601$2,005,201,806
2Delegate Advisors, LLC$3,288,812$130,421,575$1,721,179,606$1,851,601,181
3Biltmore Family Office, LLC$1,468,724$830,390,723$560,491,195$1,390,881,918
4Salem Investment Counselors Inc$933,571$1,307,000,000$0$1,307,000,000
5Colony Family Offices$3,380,385$1,227,601,242$33,282,220$1,260,883,462
6Smith, Salley & Associates$1,573,574$1,227,387,998$0$1,227,387,998
7Boys Arnold & Co. Inc.$976,376$1,047,651,521$0$1,047,651,521
8Novare Capital Management$769,099$1,019,798,963$20,022,332$1,039,821,295
9Stearns Financial Group$483,095$936,114,485$13,168,116$949,282,601
10Sheets Smith Wealth Management$854,409$714,286,000$0$714,286,000
11Ironsides Asset Advisors$2,819,296$366,258,612$141,214,672$507,473,284
12Triad Financial Advisors, Inc.$274,090$484,342,716$21,627,955$505,970,671
13Maybry McShane Family Offices, LLC$55,330,258$283,489,140$214,483,184$497,972,324
14Arbor Investment Advisors$559,503$436,570,742$28,376,132$464,946,874
15Altavista Wealth Management, Inc.$446,194$389,952,547$18,760,983$408,713,530
16Willingdon Wealth Management Inc.$329,952$395,225,290$5,006,170$400,231,460
17Rinehart Wealth & Investment Advisory$1,455,882$396,000,000$0$396,000,000
18Greerwalker Wealth Management LLC$766,420$390,107,619$0$390,107,619
19Hamilton Point Investment Advisors$851,654$354,287,912$0$354,287,912
20Financial Symmetry Inc.$144,746$6,004,740$332,122,132$338,126,872
21Bluesky Wealth Advisors$301,103$335,730,227$0$335,730,227
22Kuhn Advisors, Inc.$438,143$319,406,140$0$319,406,140
23Kingfisher Capital, LLC$494,290$278,285,272$0$278,285,272
24Altrius Capital Management, Inc.$834,889$274,678,519$0$274,678,519
25Woodward Financial Advisors, Inc.$641,569$272,667,000$0$272,667,000
26Collegiate Capital Management, Inc.$123,277$230,664,159$39,558,099$270,222,258
27Carolina Capital Consulting, Inc.$410,033$250,940,009$0$250,940,009
28Matrix Wealth Advisors, Inc.$1,839,450$250,165,250$0$250,165,250
30Strathmore Capital Advisors$325,273$201,994,536$0$201,994,536
31Armor Investment Advisors$446,949$195,316,864$0$195,316,864
32Alpha Financial Advisors$198,626$186,311,615$0$186,311,615
33Capital Management$433,171$108,659,600$76,737,671$185,397,271
34Townsend Asset Management Corp.$686,567$177,000,000$7,000,000$184,000,000
35Copperleaf Capital, LLC$109,082$109,361,556$70,187,322$179,548,878
36Arjuna Capital, LLC$906,395$179,466,246$0$179,466,246
37Visionquest Wealth Management, LLC$169,477$2,100,000$172,800,000$174,900,000
38Hilltop Wealth Advisors, LLC$122,402$174,300,000$0$174,300,000
39Zuraw Financial Advisors$426,566$165,934,141$0$165,934,141
40Beacon Financial Strategies Corp.$268,727$143,500,000$0$143,500,000
41Old Peak Finance$455,706$0$143,091,832$143,091,832
42Private Wealth Management Of North Carolina LLC$259,307$97,100,000$45,000,000$142,100,000
43Wrenn Financial Strategies, Inc.$250,487$106,547,229$31,470,843$138,018,072
44Bull City Advisors, LLC$2,250,059$137,253,578$0$137,253,578
45Kenneth Frenke & Co$206,154$134,000,000$0$134,000,000
46Omnistar Financial Group, Inc.$149,052$130,800,000$515,000$131,315,000
47Keatley Wealth Management, LLC$464,089$128,552,690$0$128,552,690
48Defender Capital$750,000$117,000,000$0$117,000,000
49Hayden Harper Advisory, LLC$418,973$115,636,414$0$115,636,414
50Altamont Capital Management$479,310$111,200,000$0$111,200,000
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Showing 1 to 50 of 54 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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