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
1OLD PEAK FINANCE$628,382$266,433,825$266,433,825
2VERATIS ADVISORS, INC.$1,946,429$109,000,000$109,000,000
3ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
4SPARTAN PLANNING GROUP$175,552$82,762,946$49,428,036$132,190,982
5SJBENEN ADVISORY, LLC$725,771$103,785,226$103,785,226
6HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
7CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
8CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
9HAYDEN HARPER WEALTH ADVISORY, LLC$474,435$113,864,454$113,864,454
10CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
11PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
12BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
13HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$1,246,809$119,693,644$119,693,644
14PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
15COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
16FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
17POWELL WEALTH$524,936$133,333,628$133,333,628
18CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
19FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
20KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
21FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
22STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
23WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
24CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
25DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
26FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
27OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
28BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
29AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
30DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
31ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
32TIMONIER$533,477$244,159,274$71,125,786$315,285,060
33WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
34TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
35ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
36ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
37STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
38REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
39SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
40ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
41HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
42GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
43COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
44CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
45ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
46COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
47KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
48IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
49WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
50KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
Next Page »

Showing 1 to 50 of 65 entries

Page 1 | 2

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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 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 June 5, 2019.