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$413,093$1,595,231,966$117,452,289$1,712,684,255
2Biltmore Family Office, LLC$4,375,745$489,337,134$1,046,549,366$1,535,886,500
3Salem Investment Counselors Inc$1,297,725$1,312,000,000$0$1,312,000,000
4Delegate Advisors$2,214,181$25,370,723$1,221,213,203$1,246,583,926
5Smith, Salley & Associates$2,041,588$1,016,362,599$348,087$1,016,710,686
6Boys Arnold & Co. Inc.$1,024,494$939,298,508$52,412,033$991,710,541
7Sapere Wealth Management$1,138,552$944,998,070$0$944,998,070
8Colony Family Offices$2,702,589$832,242,150$29,883,814$862,125,964
9Novare Capital Management$869,661$797,913,446$6,522,936$804,436,382
10Stearns Financial Group$418,546$759,467,000$7,310,000$766,777,000
11Sheets Smith Wealth Management$862,243$728,595,000$0$728,595,000
12Ironsides Asset Advisors$3,266,392$405,944,222$84,014,627$489,958,849
13Arbor Investment Advisors$572,598$410,884,943$32,306,262$443,191,205
14Triad Financial Advisors$280,991$392,600,000$21,300,000$413,900,000
15Altavista Wealth Management, Inc.$430,828$364,301,819$1,471,567$365,773,386
16Greerwalker Wealth Management LLC$1,060,550$338,315,372$0$338,315,372
17Rinehart Wealth Management$388,889$329,000,000$0$329,000,000
18Kuhn Advisors, Inc.$2,264,390$294,370,753$0$294,370,753
19Willingdon Wealth Management Inc.$322,913$262,163,262$5,854,627$268,017,889
20Matrix Wealth Advisors, Inc.$1,815,038$255,920,386$0$255,920,386
21Bluesky Wealth Advisors$314,758$251,806,108$0$251,806,108
22Hamilton Point Investment Advisors$739,971$248,630,336$0$248,630,336
23Old North State Trust$758,479$121,595,000$108,224,000$229,819,000
24Financial Symmetry Inc.$133,225$0$226,482,808$226,482,808
25Carolina Capital Consulting, Inc.$2,193,181$219,318,068$0$219,318,068
26Portfolio Capital Management Inc$792,077$130,410,000$76,322,000$206,732,000
28Altrius Capital Management, Inc.$214,833$192,060,465$0$192,060,465
29Woodward Financial Advisors, Inc.$577,862$191,850,083$0$191,850,083
30Armor Investment Advisors$428,313$177,750,000$0$177,750,000
31Capital Management$443,218$108,690,682$69,039,576$177,730,258
32Whitener Capital Management, Inc$236,120$64,754,000$100,058,000$164,812,000
33Anlyan & Hively Asset Management$404,991$137,174,260$10,242,447$147,416,707
34Zuraw Financial Advisors$417,347$142,315,357$0$142,315,357
35Hayden Harper Advisory$666,298$138,590,000$0$138,590,000
36Townsend Asset Management Corp.$254,862$128,223,054$6,599,197$134,822,251
37Bull City Advisors$2,305,627$133,726,351$0$133,726,351
38Wrenn Financial Strategies, Inc.$229,249$103,369,356$27,531,710$130,901,066
39Kenneth Frenke & Co$195,713$124,864,889$0$124,864,889
40Camden Financial Management, Inc.$550,591$119,478,310$0$119,478,310
41Alpha Financial Advisors$822,179$105,238,853$0$105,238,853
42Defender Capital$717,857$100,500,000$0$100,500,000

Showing 1 to 42 of 42 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.