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