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 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 2 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 3 | ALPHA FINANCIAL ADVISORS, LLC | $294,319 | $412,341,503 | — | $412,341,503 |
| 4 | ALTAMONT CAPITAL MANAGEMENT | $688,212 | $235,368,426 | — | $235,368,426 |
| 5 | ALTRIUS CAPITAL MANAGEMENT, INC. | $1,028,133 | $435,288,471 | $10,921,351 | $446,209,822 |
| 6 | AMPHORA WEALTH MANAGEMENT, LLC | $232,532 | $102,454,886 | $1,254,254 | $103,709,140 |
| 7 | ARBOR INVESTMENT ADVISORS | $785,842 | $846,462,635 | $13,248,940 | $859,711,575 |
| 8 | ARJUNA CAPITAL, LLC | $962,731 | $403,384,379 | — | $403,384,379 |
| 9 | ARMOR INVESTMENT ADVISORS, LLC | $617,058 | $325,189,775 | — | $325,189,775 |
| 10 | ATLANTIC PRIVATE WEALTH, LLC | $604,340 | $645,613,191 | $5,260,509 | $650,873,700 |
| 11 | AUCTUS ADVISORS LLC | $624,866 | $342,961,738 | $714,821 | $343,676,559 |
| 12 | BEACON FINANCIAL STRATEGIES CORP. | $454,615 | $234,442,840 | $6,048,641 | $240,491,481 |
| 13 | BEACON WEALTHCARE LLC | $283,085 | $232,941,056 | $2,868,836 | $235,809,892 |
| 14 | BILTMORE FAMILY OFFICE, LLC | $2,957,178 | $2,115,911,108 | $442,047,613 | $2,557,958,721 |
| 15 | BLUESKY WEALTH ADVISORS, LLC | $457,199 | $628,190,845 | — | $628,190,845 |
| 16 | BRAGG FINANCIAL ADVISORS INC | $2,225,296 | $3,070,907,908 | — | $3,070,907,908 |
| 17 | BRC WEALTH MANAGEMENT, LLC | $508,968 | $187,809,294 | — | $187,809,294 |
| 18 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | $350,455 | $194,432,494 | $20,396,386 | $214,828,880 |
| 19 | CASSIA CAPITAL PARTNERS LLC | $478,495 | $164,123,645 | — | $164,123,645 |
| 20 | CLEARVIEW WEALTH MANAGEMENT | $304,348 | $140,000,000 | — | $140,000,000 |
| 21 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 22 | COLLIE FINANCIAL PLANNING, INC. | $207,819 | $126,562,000 | — | $126,562,000 |
| 23 | COLONY FAMILY OFFICES, LLC | $8,760,730 | $2,317,601,062 | $39,035,283 | $2,356,636,345 |
| 24 | COOK WEALTH MANAGEMENT GROUP, LLC | $432,503 | $456,290,351 | — | $456,290,351 |
| 25 | COPPERLEAF CAPITAL, LLC | $303,514 | $180,695,455 | $17,195,898 | $197,891,353 |
| 26 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 27 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 28 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 29 | DAVIS FINANCIAL PLANNING | $442,929 | — | $104,974,126 | $104,974,126 |
| 30 | DEFENDER CAPITAL | $787,368 | $372,700,000 | $1,300,000 | $374,000,000 |
| 31 | DELEGATE ADVISORS, LLC | $1,221,555 | $177,769,439 | $768,935,789 | $946,705,228 |
| 32 | DREHER FINANCIAL PARTNERS | $244,819 | $119,226,742 | — | $119,226,742 |
| 33 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 34 | FAMILY WEALTH PARTNERS, LLC | $231,093 | $131,029,886 | — | $131,029,886 |
| 35 | FINANCIAL SYMMETRY INC. | $211,740 | $380,772,149 | $431,885,203 | $812,657,352 |
| 36 | FIRST FINANCIAL GROUP | $303,595 | $217,000,000 | $11,000,000 | $228,000,000 |
| 37 | FIRST OAK WEALTH MANAGEMENT, LLC | $410,060 | $232,503,952 | — | $232,503,952 |
| 38 | FRAZIER FINANCIAL CONSULTANTS, LLC | $552,914 | $164,215,520 | — | $164,215,520 |
| 39 | GRAGG FINANCIAL | $405,760 | $173,665,253 | — | $173,665,253 |
| 40 | HAMILTON POINT INVESTMENT ADVISORS, LLC | $1,171,791 | $755,805,023 | — | $755,805,023 |
| 41 | HAYDEN HARPER WEALTH ADVISORY, LLC | $545,954 | $124,477,430 | — | $124,477,430 |
| 42 | HILLTOP WEALTH ADVISORS, LLC | $258,930 | $370,270,127 | — | $370,270,127 |
| 43 | HOLCOMBE & MCGRATH | $417,683 | $116,533,595 | — | $116,533,595 |
| 44 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
| 45 | HORIZONS WEALTH MANAGEMENT | $322,087 | $163,298,018 | — | $163,298,018 |
| 46 | INTEGRATED WEALTHCARE, LLC | $1,427,148 | $77,623,538 | $39,402,612 | $117,026,150 |
| 47 | INVESTOR ADVISORY GROUP | $362,781 | — | $154,544,746 | $154,544,746 |
| 48 | IRONSIDES ASSET ADVISORS, LLC | $1,808,450 | $552,570,026 | $313,677,617 | $866,247,643 |
| 49 | KENNETH FRENKE & CO | $714,149 | $174,252,234 | — | $174,252,234 |
| 50 | KINGFISHER CAPITAL, LLC | $867,225 | $586,243,939 | — | $586,243,939 |
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.
