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$387,608$1,459,981,526$104,016,160$1,563,997,686
2Salem Investment Counselors Inc$1,312,775$1,192,000,000$0$1,192,000,000
3Eton Advisors, LP$8,868,383$939,642,283$142,300,391$1,081,942,674
4Biltmore Family Office, LLC$2,113,775$408,931,490$641,614,490$1,050,545,980
5Boys Arnold & Co. Inc.$1,014,925$965,000,000$55,000,000$1,020,000,000
6Sapere Wealth Management$1,101,051$1,003,057,475$0$1,003,057,475
7Delegate Advisors$4,332,155$0$862,098,769$862,098,769
8Sheets Smith Wealth Management$878,976$700,544,000$0$700,544,000
9Novare Capital Management$831,739$687,222,815$8,110,927$695,333,742
10Stearns Financial Group$439,168$680,731,318$6,126,963$686,858,281
11Colony Family Offices$1,740,472$532,667,522$22,542,932$555,210,454
12Ironsides Asset Advisors$3,438,200$377,088,249$80,192,364$457,280,613
13Arbor Investment Advisors$558,728$397,322,137$36,250,545$433,572,682
14Altavista Wealth Management, Inc.$435,892$345,538,540$1,431,491$346,970,031
15Smith, Salley & Associates$805,685$330,299,249$1,642,975$331,942,224
16Rinehart Wealth Management$380,124$306,000,000$0$306,000,000
17Kuhn Advisors, Inc.$2,323,952$290,493,979$0$290,493,979
18Carolina Capital Consulting, Inc.$2,405,078$240,507,794$0$240,507,794
19Matrix Wealth Advisors, Inc.$1,649,424$239,166,530$0$239,166,530
20Willingdon Wealth Management Inc.$335,256$227,091,282$11,945,907$239,037,189
21Bluesky Wealth Advisors$284,369$216,554,067$703,838$217,257,905
22Portfolio Capital Management Inc$697,340$129,294,835$86,183,312$215,478,147
23Old North State Trust$678,176$124,243,000$87,348,000$211,591,000
24Financial Symmetry Inc.$134,163$0$186,754,227$186,754,227
25Altrius Capital Management, Inc.$247,316$181,282,934$0$181,282,934
26Woodward Financial Advisors, Inc.$573,958$175,057,223$0$175,057,223
27Armor Investment Advisors$429,323$171,300,000$0$171,300,000
28Capital Management$393,644$113,233,033$51,310,226$164,543,259
29Anlyan & Hively Asset Management$350,272$143,764,888$11,405,558$155,170,446
30Whitener Capital Management, Inc$234,573$51,496,000$100,038,000$151,534,000
31Bull City Advisors$2,480,688$138,918,541$0$138,918,541
32Camden Financial Management, Inc.$593,034$124,537,089$0$124,537,089
33Wrenn Financial Strategies, Inc.$214,530$95,034,915$28,963,641$123,998,556
34Kenneth Frenke & Co$184,012$118,135,413$0$118,135,413
35Townsend Asset Management Corp.$229,619$116,417,000$0$116,417,000
36Hayden Harper Advisory$175,334$110,811,350$0$110,811,350

Showing 1 to 36 of 36 entries

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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, 2014. (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.