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 |
|---|---|---|---|---|---|
| 1 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 2 | SALEM INVESTMENT COUNSELORS INC | $1,560,020 | $3,452,582,934 | $48,102,634 | $3,500,685,568 |
| 3 | BRAGG FINANCIAL ADVISORS INC | $2,225,296 | $3,070,907,908 | — | $3,070,907,908 |
| 4 | SMITH, SALLEY & ASSOCIATES, LLC | $1,431,560 | $2,716,382,638 | $717,571 | $2,717,100,209 |
| 5 | BILTMORE FAMILY OFFICE, LLC | $2,957,178 | $2,115,911,108 | $442,047,613 | $2,557,958,721 |
| 6 | COLONY FAMILY OFFICES, LLC | $8,760,730 | $2,317,601,062 | $39,035,283 | $2,356,636,345 |
| 7 | NOVARE CAPITAL MANAGEMENT | $2,149,113 | $1,406,619,494 | $3,198,802 | $1,409,818,296 |
| 8 | SHEETS SMITH WEALTH MANAGEMENT | $1,289,347 | $1,139,782,419 | — | $1,139,782,419 |
| 9 | MILL CAPITAL MANAGEMENT, LLC | $7,575,334 | $1,063,237,378 | $35,186,027 | $1,098,423,405 |
| 10 | TRIAD FINANCIAL ADVISORS, INC. | $423,577 | $942,142,652 | $22,341,178 | $964,483,830 |
| 11 | WOODARD & CO ASSET MANAGEMENT GROUP INC | $525,778 | $933,700,000 | $29,000,000 | $962,700,000 |
| 12 | DELEGATE ADVISORS, LLC | $1,221,555 | $177,769,439 | $768,935,789 | $946,705,228 |
| 13 | IRONSIDES ASSET ADVISORS, LLC | $1,808,450 | $552,570,026 | $313,677,617 | $866,247,643 |
| 14 | ARBOR INVESTMENT ADVISORS | $785,842 | $846,462,635 | $13,248,940 | $859,711,575 |
| 15 | LIVE OAK PRIVATE WEALTH, LLC | $1,958,915 | $836,456,769 | — | $836,456,769 |
| 16 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 17 | FINANCIAL SYMMETRY INC. | $211,740 | $380,772,149 | $431,885,203 | $812,657,352 |
| 18 | HAMILTON POINT INVESTMENT ADVISORS, LLC | $1,171,791 | $755,805,023 | — | $755,805,023 |
| 19 | KUHN ADVISORS, INC. | $527,123 | $708,980,344 | — | $708,980,344 |
| 20 | ATLANTIC PRIVATE WEALTH, LLC | $604,340 | $645,613,191 | $5,260,509 | $650,873,700 |
| 21 | BLUESKY WEALTH ADVISORS, LLC | $457,199 | $628,190,845 | — | $628,190,845 |
| 22 | KINGFISHER CAPITAL, LLC | $867,225 | $586,243,939 | — | $586,243,939 |
| 23 | OAK HARBOR WEALTH PARTNERS, LLC | $449,394 | $304,892,114 | $242,919,657 | $547,811,771 |
| 24 | WOODWARD FINANCIAL ADVISORS, INC. | $705,174 | $511,250,999 | — | $511,250,999 |
| 25 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 26 | COOK WEALTH MANAGEMENT GROUP, LLC | $432,503 | $456,290,351 | — | $456,290,351 |
| 27 | ALTRIUS CAPITAL MANAGEMENT, INC. | $1,028,133 | $435,288,471 | $10,921,351 | $446,209,822 |
| 28 | OLD PEAK FINANCE | $881,990 | $440,112,765 | — | $440,112,765 |
| 29 | ALPHA FINANCIAL ADVISORS, LLC | $294,319 | $412,341,503 | — | $412,341,503 |
| 30 | TIMONIER | $605,993 | $307,916,449 | $101,128,983 | $409,045,432 |
| 31 | ARJUNA CAPITAL, LLC | $962,731 | $403,384,379 | — | $403,384,379 |
| 32 | VERUM PARTNERS LLC | $670,577 | $253,593,941 | $142,717,164 | $396,311,105 |
| 33 | WHITENER CAPITAL MANAGEMENT, INC | $355,210 | $339,651,229 | $48,948,771 | $388,600,000 |
| 34 | DEFENDER CAPITAL | $787,368 | $372,700,000 | $1,300,000 | $374,000,000 |
| 35 | HILLTOP WEALTH ADVISORS, LLC | $258,930 | $370,270,127 | — | $370,270,127 |
| 36 | STRATHMORE CAPITAL ADVISORS | $486,559 | $358,444,155 | $9,880,985 | $368,325,140 |
| 37 | TOWNSEND ASSET MANAGEMENT CORP. | $378,455 | $351,095,062 | $16,006,172 | $367,101,234 |
| 38 | REICHARD CAPITAL, LLC | $2,283,866 | $349,431,440 | — | $349,431,440 |
| 39 | PIEDMONT CAPITAL MANAGEMENT, LLC | $1,914,049 | $348,357,005 | — | $348,357,005 |
| 40 | AUCTUS ADVISORS LLC | $624,866 | $342,961,738 | $714,821 | $343,676,559 |
| 41 | ARMOR INVESTMENT ADVISORS, LLC | $617,058 | $325,189,775 | — | $325,189,775 |
| 42 | SAPERE WEALTH MANAGEMENT, LLC | $1,380,182 | $303,639,981 | — | $303,639,981 |
| 43 | TRADEWINDS, LLC | $361,313 | $267,371,971 | — | $267,371,971 |
| 44 | SPARTAN PLANNING GROUP | $279,633 | $125,196,172 | $123,677,084 | $248,873,256 |
| 45 | BEACON FINANCIAL STRATEGIES CORP. | $454,615 | $234,442,840 | $6,048,641 | $240,491,481 |
| 46 | BEACON WEALTHCARE LLC | $283,085 | $232,941,056 | $2,868,836 | $235,809,892 |
| 47 | ALTAMONT CAPITAL MANAGEMENT | $688,212 | $235,368,426 | — | $235,368,426 |
| 48 | TRANSITUS WEALTH PARTNERS LLC | $703,517 | $230,057,272 | $2,806,974 | $232,864,246 |
| 49 | FIRST OAK WEALTH MANAGEMENT, LLC | $410,060 | $232,503,952 | — | $232,503,952 |
| 50 | TAGSTONE CAPITAL, INC. | $7,418,974 | $228,380,658 | $1,607,547 | $229,988,205 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.
Database last updated on July 2021.
