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 | Kure Advisory, LLC | $151,511 | $100,300,000 | — | $100,300,000 |
| 2 | Crown Wealth Group LLC | $217,401 | $111,526,652 | — | $111,526,652 |
| 3 | Private Wealth Management Of North Carolina LLC | $176,505 | $116,610,080 | $765,776 | $117,375,856 |
| 4 | BULL CITY ADVISORS, LLC | $2,202,546 | $118,937,492 | — | $118,937,492 |
| 5 | Wealth Management Group, Inc. | $215,374 | $29,341,833 | $91,698,632 | $121,040,465 |
| 6 | Horizons Wealth Management, Inc. | $269,299 | $122,530,878 | — | $122,530,878 |
| 7 | Sherclar, Inc | $296,086 | $124,356,000 | — | $124,356,000 |
| 8 | Hollingsworth Avent Averre & Purvis, Pa | $812,109 | $127,501,078 | — | $127,501,078 |
| 9 | Smith Partners Wealth Management, LLC | $598,676 | $127,518,014 | — | $127,518,014 |
| 10 | Camden Financial Management, Inc. | $636,404 | $129,190,002 | — | $129,190,002 |
| 11 | Transitus Wealth Partners LLC | $325,422 | $131,470,468 | — | $131,470,468 |
| 12 | Cassia Capital Partners LLC | $450,457 | $132,884,742 | — | $132,884,742 |
| 13 | Capital Developers, LLC | $287,011 | $129,998,902 | $3,174,073 | $133,172,975 |
| 14 | Sjbenen Advisory, LLC | $1,348,168 | $133,468,672 | — | $133,468,672 |
| 15 | Veratis Advisors, Inc. | $521,411 | $120,330,715 | $15,757,548 | $136,088,263 |
| 16 | Lumina Wealth Management, LLC | $307,626 | $132,140,106 | $4,753,297 | $136,893,403 |
| 17 | Hayden Harper Wealth Advisory, LLC | $537,129 | $140,727,707 | — | $140,727,707 |
| 18 | FINANCIAL PLANNING SERVICES, INC. | $510,663 | $141,453,548 | — | $141,453,548 |
| 19 | Investor Advisory Group, LLC | $323,956 | — | $141,568,794 | $141,568,794 |
| 20 | Frazier Financial Consultants, LLC | $496,308 | $146,410,967 | — | $146,410,967 |
| 21 | Kenneth Frenke & Co., Inc. | $657,801 | $155,241,009 | — | $155,241,009 |
| 22 | Powell Financial, Inc. | $593,162 | $156,001,580 | — | $156,001,580 |
| 23 | Copperleaf Capital, LLC | $285,367 | $141,716,624 | $14,664,414 | $156,381,038 |
| 24 | Park Ridge Asset Management LLC | $333,163 | $154,947,882 | $4,637,193 | $159,585,075 |
| 25 | STONEGATE WEALTH MANAGEMENT, LLC | $1,103,834 | $157,325,000 | $2,731,000 | $160,056,000 |
| 26 | Spartan Planning & Wealth Management, LLC | $197,464 | $106,920,917 | $75,930,321 | $182,851,238 |
| 27 | BRC Wealth Management, LLC | $490,923 | $185,568,840 | — | $185,568,840 |
| 28 | First Financial Group Corporation | $272,480 | $190,191,000 | — | $190,191,000 |
| 29 | Cascades Capital Asset Management, LLC | $335,487 | $165,750,006 | $24,806,732 | $190,556,738 |
| 30 | Beacon Financial Strategies Corp. | $445,837 | $205,281,006 | $3,370,726 | $208,651,732 |
| 31 | Wrenn Financial Strategies, Inc. | $477,531 | $186,988,231 | $38,406,313 | $225,394,544 |
| 32 | Omnistar Financial Group, Inc. | $217,624 | $216,528,747 | $14,805,376 | $231,334,123 |
| 33 | Verum Partners LLC | $463,526 | $168,308,322 | $92,193,142 | $260,501,464 |
| 34 | Auctus Advisors LLC | $548,384 | $263,115,315 | $657,297 | $263,772,612 |
| 35 | Sapere Wealth Management, LLC | $1,201,469 | $267,927,650 | — | $267,927,650 |
| 36 | Zuraw Financial Advisors, LLC | $450,407 | $269,793,947 | — | $269,793,947 |
| 37 | Capital Management LLC | $615,606 | $183,277,017 | $93,129,922 | $276,406,939 |
| 38 | Armor Investment Advisors, LLC | $558,565 | $287,661,009 | — | $287,661,009 |
| 39 | Harbor Capital Management Inc | $527,111 | $224,420,822 | $69,706,903 | $294,127,725 |
| 40 | Arjuna Capital, LLC | $905,180 | $296,898,901 | — | $296,898,901 |
| 41 | Strathmore Capital Advisors, Inc. | $388,401 | $297,903,343 | — | $297,903,343 |
| 42 | Townsend Asset Management Corp. | $339,667 | $284,898,023 | $15,027,856 | $299,925,879 |
| 43 | Reichard Capital, LLC | $1,878,303 | $308,041,716 | — | $308,041,716 |
| 44 | GREERWALKER WEALTH MANAGEMENT LLC | $1,799,116 | $309,447,871 | — | $309,447,871 |
| 45 | Whitener Capital Management, Inc | $302,277 | $275,189,229 | $39,783,869 | $314,973,098 |
| 46 | Old Peak Finance LLC | $721,760 | — | $327,679,141 | $327,679,141 |
| 47 | Hilltop Wealth Advisors, LLC | $259,568 | $335,361,704 | — | $335,361,704 |
| 48 | Timonier Family Office, Ltd. | $537,473 | $258,216,230 | $78,779,453 | $336,995,683 |
| 49 | Alpha Financial Advisors, LLC | $263,362 | $340,938,736 | $641,889 | $341,580,625 |
| 50 | Carolina Capital Consulting, Inc. | $617,308 | $364,211,716 | — | $364,211,716 |
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.
