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
4Boys Arnold & Co. Inc.$1,014,925$965,000,000$55,000,000$1,020,000,000
5Sapere Wealth Management$1,101,051$1,003,057,475$0$1,003,057,475
6Delegate Advisors$4,332,155$0$862,098,769$862,098,769
7Sheets Smith Wealth Management$878,976$700,544,000$0$700,544,000
8Novare Capital Management$831,739$687,222,815$8,110,927$695,333,742
9Stearns Financial Group$439,168$680,731,318$6,126,963$686,858,281
10Colony Family Offices$1,740,472$532,667,522$22,542,932$555,210,454
11Ironsides Asset Advisors$7,495,327$457,214,923$0$457,214,923
12Arbor Investment Advisors$558,728$397,322,137$36,250,545$433,572,682
13Altavista Wealth Management, Inc.$435,892$345,538,540$1,431,491$346,970,031
14Smith, Salley & Associates$805,685$330,299,249$1,642,975$331,942,224
15Rinehart Wealth Management$374,046$294,000,000$0$294,000,000
16Kuhn Advisors, Inc.$2,323,952$290,493,979$0$290,493,979
17Matrix Wealth Advisors, Inc.$1,649,424$239,166,530$0$239,166,530
18Willingdon Wealth Management Inc.$335,256$227,091,282$11,945,907$239,037,189
19Carolina Capital Consulting, Inc.$2,249,661$220,466,761$0$220,466,761
20Bluesky Wealth Advisors$284,369$216,554,067$703,838$217,257,905
21Portfolio Capital Management Inc$697,340$129,294,835$86,183,312$215,478,147
22Old North State Trust$678,176$124,243,000$87,348,000$211,591,000
23Financial Symmetry Inc.$134,163$0$186,754,227$186,754,227
24Altrius Capital Management, Inc.$247,316$181,282,934$0$181,282,934
25Woodward Financial Advisors, Inc.$573,958$175,057,223$0$175,057,223
26Armor Investment Advisors$429,323$171,300,000$0$171,300,000
27Capital Management$393,644$113,233,033$51,310,226$164,543,259
28Anlyan & Hively Asset Management$350,272$143,764,888$11,405,558$155,170,446
29Whitener Capital Management, Inc$234,573$51,496,000$100,038,000$151,534,000
30Bull City Advisors$2,480,688$138,918,541$0$138,918,541
31Camden Financial Management, Inc.$593,034$124,537,089$0$124,537,089
32Wrenn Financial Strategies, Inc.$214,530$95,034,915$28,963,641$123,998,556
33Kenneth Frenke & Co$184,012$118,135,413$0$118,135,413
34Townsend Asset Management Corp.$229,619$116,417,000$0$116,417,000
35Hayden Harper Advisory$175,334$110,811,350$0$110,811,350

Showing 1 to 35 of 35 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.