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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Parsec Financial Management Inc. | $286,497 | $1,049,038,674 | $114,997,427 | $1,164,036,101 |
| 2 | Salem Investment Counselors Inc. | $1,235,294 | $1,050,000,000 | N/A | $1,050,000,000 |
| 3 | Sapere Wealth Management LLC | $842,763 | $874,788,464 | N/A | $874,788,464 |
| 4 | Boys Arnold & Co. Inc. | $891,666 | $792,500,000 | $34,074,000 | $826,574,000 |
| 5 | Delegate Advisors LLC | $5,801,903 | N/A | $777,455,000 | $777,455,000 |
| 6 | Sheets Smith Wealth Management | $784,639 | $521,000,000 | N/A | $521,000,000 |
| 7 | Portfolio Capital Management Inc. | $1,273,489 | $188,869,000 | $289,963,000 | $478,832,000 |
| 8 | Stearns Financial Group | $318,611 | $454,988,923 | $15,599,500 | $470,588,423 |
| 9 | Novare Capital Management | $2,843,477 | $461,147,183 | $5,183,000 | $466,330,183 |
| 10 | Altavista Wealth Management Inc. | $408,466 | $282,121,066 | $3,804,948 | $285,926,014 |
| 11 | Rinehart Wealth Management | $300,000 | $255,000,000 | N/A | $255,000,000 |
| 12 | Kuhn And Associates Inc. | $1,517,065 | $242,730,404 | N/A | $242,730,404 |
| 13 | Old North State Trust LLC | $372,280 | $191,469,700 | $15,517,800 | $206,987,500 |
| 14 | SmithSalley & Associates LLC | $600,336 | $185,503,732 | N/A | $185,503,732 |
| 15 | Matrix Wealth Advisors Inc. | $1,063,936 | $169,165,782 | N/A | $169,165,782 |
| 16 | Laurel Wealth Advisors LLC | $213,452 | $162,515,263 | $3,550,523 | $166,065,786 |
| 17 | Carolina Capital Consulting Inc. | $1,895,601 | $142,170,050 | N/A | $142,170,050 |
| 18 | Willingdon Wealth Management Inc. | $666,484 | $135,394,559 | $3,234,130 | $138,628,689 |
| 19 | Financal Symmetry Inc. | $122,132 | N/A | $137,276,083 | $137,276,083 |
| 20 | Armor Investment Advisors LLC | $419,538 | $136,350,000 | N/A | $136,350,000 |
| 21 | Altrius Capital Management Inc. | $184,716 | $130,963,531 | N/A | $130,963,531 |
| 22 | Whitener Capital Management Inc. | $188,819 | $28,004,000 | $86,609,000 | $114,613,000 |
| 23 | Anlyan & Hively Asset Management LLC | $785,714 | $80,000,000 | $30,000,000 | $110,000,000 |
| 24 | Hayden Harper Advisory LLC | $192,451 | $107,195,000 | N/A | $107,195,000 |
| 25 | Wrenn Financial Strategies Inc. | $174,946 | $80,444,866 | $22,598,163 | $103,043,029 |
| 26 | Arbor Investment Advisors | N/A | $605 | $87 | $692 |
Showing 1 to 26 of 26 entries
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.