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$592,022$3,227,398,811$200,407,546$3,427,806,357
2Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
3Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
4Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
5STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
6Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
7Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
8Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
9Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
10Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
11Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
12Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
13Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
14Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
15MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
16Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
17Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
18Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
19Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
20Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
21Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
22Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
23Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
24Carolina Capital Consulting, Inc.$617,308$364,211,716$364,211,716
25Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
26Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
27GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
28Reichard Capital, LLC$1,878,303$308,041,716$308,041,716
29Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
30Arjuna Capital, LLC$905,180$296,898,901$296,898,901
31Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
32Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
33Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
34Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
35Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
36Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
37Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
38Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
39Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
40Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
41Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
42First Financial Group Corporation$272,480$190,191,000$190,191,000
43Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
44BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
45Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
46Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
47Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
48STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
49Powell Financial, Inc.$593,162$156,001,580$156,001,580
50Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
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Showing 1 to 50 of 75 entries

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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 Carline Murphy.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.