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.$319,042$1,183,355,835$99,831,729$1,283,187,564
2Salem Investment Counselors Inc.$1,204,751$1,065,000,000$0$1,065,000,000
3Sapere Wealth Management$734,581$752,616,929$265,512,465$1,018,129,394
4Eton Advisors$2,852,119$794,540,133$166,624,060$961,164,193
5Boys Arnold & Co. Inc.$923,171$856,721,000$45,217,000$901,938,000
6Delegate Advisors$2,985,444$0$773,230,000$773,230,000
7Sheets Smith Wealth Management$790,155$610,000,000$0$610,000,000
8Stearns Financial Group$376,860$528,202,928$4,676,805$532,879,733
9Novare Capital Management$2,879,923$520,895,197$3,250,860$524,146,057
10Ironsides Asset Advisors$4,593,211$404,202,527$0$404,202,527
11Portfolio Capital Management Inc.$1,195,440$145,311,000$251,575,000$396,886,000
12Altavista Wealth Management Inc.$393,702$308,860,848$982,921$309,843,769
13Rinehart Wealth Management$339,429$297,000,000$0$297,000,000
14Old North State Trust$397,007$190,717,923$56,617,707$247,335,630
15Smith, Salley & Associates$731,272$243,563,179$1,412,946$244,976,125
16Kuhn and Associates Inc.$1,535,535$244,150,000$0$244,150,000
17Matrix Wealth Advisors Inc.$1,370,641$211,078,758$0$211,078,758
18D.L. Blain & Co.$249,670$192,245,687$0$192,245,687
19Carolina Capital Consulting Inc.$2,072,978$186,568,016$0$186,568,016
20Willingdon Wealth Management Inc.$304,723$164,905,927$14,575,684$179,481,611
21Armor Investment Advisors$448,006$157,250,000$0$157,250,000
22Financal Symmetry Inc.$124,572$0$149,859,866$149,859,866
23Altrius Capital Management Inc.$195,823$137,859,108$0$137,859,108
24Woodward Financial Advisors Inc.$276,389$129,350,000$0$129,350,000
25Whitener Capital Management Inc.$201,102$39,946,000$87,955,000$127,901,000
26Anlyan & Hively Asset Management$909,618$101,261,565$26,085,000$127,346,565
27Penland Legacy Advisors$351,468$59,222,501$60,979,723$120,202,224
28Bull City Advisors$2,170,654$119,385,945$0$119,385,945
29Wrenn Financial Strategies Inc.$188,340$87,385,492$25,242,009$112,627,501
30Kenneth Frenke & Co$173,929$108,106,713$76,902$108,183,615
31Hayden Harper Advisory$138,451$103,700,000$0$103,700,000
32Townsend Asset Management Corp.$192,420$101,598,000$0$101,598,000
33Arbor Investment Advisors$2$633$78$711

Showing 1 to 33 of 33 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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.