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
1Eton Advisors, Lp$12,242,515$1,205,433,954$520,760,711$1,726,194,665
2Parsec Financial Management, Inc$386,855$1,605,310,203$116,968,572$1,722,278,775
3Biltmore Family Office, LLC$2,585,015$463,916,688$1,133,622,383$1,597,539,071
4Salem Investment Counselors Inc$1,343,158$1,276,000,000$0$1,276,000,000
5Delegate Advisors$2,146,504$45,830,764$1,162,650,981$1,208,481,745
6Colony Family Offices$3,431,524$1,074,990,239$29,960,616$1,104,950,855
7Smith, Salley & Associates$1,869,809$1,086,358,992$0$1,086,358,992
8Boys Arnold & Co. Inc.$987,097$935,026,875$60,954,122$995,980,997
9Novare Capital Management$813,790$786,769,508$18,068,543$804,838,051
10Stearns Financial Group$441,963$792,383,564$9,779,220$802,162,784
11Sapere Wealth Management$1,027,541$780,931,400$0$780,931,400
12Sheets Smith Wealth Management$818,102$700,295,000$0$700,295,000
13Ironsides Asset Advisors$2,938,776$391,896,237$98,879,329$490,775,566
14Triad Financial Advisors$272,225$460,830,692$19,647,001$480,477,693
15Arbor Investment Advisors$533,347$404,727,024$27,817,659$432,544,683
16Bluesky Wealth Advisors$283,098$360,666,855$0$360,666,855
17Altavista Wealth Management, Inc.$460,568$358,650,205$1,514,158$360,164,363
18Rinehart Wealth Management$1,235,915$342,348,317$0$342,348,317
19Greerwalker Wealth Management LLC$978,807$332,794,434$0$332,794,434
20Hamilton Point Investment Advisors$773,278$303,898,256$0$303,898,256
21Kuhn Advisors, Inc.$401,338$272,107,075$0$272,107,075
22Matrix Wealth Advisors, Inc.$1,788,123$248,549,144$0$248,549,144
23Financial Symmetry Inc.$120,075$0$228,021,975$228,021,975
24Woodward Financial Advisors, Inc.$533,803$210,852,276$0$210,852,276
25Carolina Capital Consulting, Inc.$377,843$210,836,173$0$210,836,173
27Old North State Trust$784,883$128,393,000$73,322,000$201,715,000
28Willingdon Wealth Management Inc.$273,974$191,112,434$3,682,827$194,795,261
29Capital Management$422,710$104,608,728$78,847,236$183,455,964
30Altrius Capital Management, Inc.$629,551$182,569,874$0$182,569,874
31Armor Investment Advisors$425,410$181,650,000$0$181,650,000
32Whitener Capital Management, Inc$221,574$70,589,000$98,472,000$169,061,000
33Wisdom & Wealth Solutions, LLC$106,752$100,056,838$62,206,045$162,262,883
34Zuraw Financial Advisors$451,714$153,582,807$0$153,582,807
35Visionquest Wealth Management, LLC$155,145$0$134,044,878$134,044,878
36Townsend Asset Management Corp.$243,590$129,000,000$4,000,000$133,000,000
37Wrenn Financial Strategies, Inc.$231,454$103,246,540$27,293,381$130,539,921
38Private Wealth Management Of North Carolina LLC$232,174$93,650,585$32,420,000$126,070,585
39Alpha Financial Advisors$880,313$125,884,687$0$125,884,687
40Anlyan & Hively Asset Management$346,783$117,294,560$8,587,597$125,882,157
41Bull City Advisors$2,013,861$122,845,541$0$122,845,541
42Kenneth Frenke & Co$187,040$122,511,448$0$122,511,448
43Omnistar Financial Group, Inc.$330,330$110,000,000$0$110,000,000
44Providence Capital Advisors, LLC$300,283$100,433,391$9,470,209$109,903,600
45Frazier Financial Consultants, LLC$348,154$102,705,500$0$102,705,500
46Hayden Harper Advisory$1,014,800$101,479,979$0$101,479,979
47Penland Legacy Advisors$238,346$83,399,429$7,648,653$91,048,082

Showing 1 to 47 of 47 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.