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$515,994$2,825,953,352$166,294,118$2,992,247,470
2BRAGG FINANCIAL ADVISORS INC$1,408,009$1,775,499,964$1,775,499,964
3COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
4SALEM INVESTMENT COUNSELORS INC$914,031$1,613,012,118$27,673,866$1,640,685,984
5STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
6NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
7DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
8SHEETS SMITH WEALTH MANAGEMENT$961,362$773,896,459$773,896,459
9TRIAD FINANCIAL ADVISORS, INC.$348,988$698,332,542$21,979,066$720,311,608
10IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
11ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
12ALTAVISTA WEALTH MANAGEMENT, INC.$638,302$539,972,137$15,350,625$555,322,762
13MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
14HAMILTON POINT INVESTMENT ADVISORS, LLC$961,087$524,753,580$524,753,580
15ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
16FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
17LIVE OAK PRIVATE WEALTH, LLC$542,944$454,444,507$454,444,507
18BLUESKY WEALTH ADVISORS, LLC$375,510$453,240,307$453,240,307
19KUHN ADVISORS, INC.$445,666$395,751,577$395,751,577
20WOODWARD FINANCIAL ADVISORS, INC.$539,140$394,650,400$394,650,400
21KINGFISHER CAPITAL, LLC$651,135$382,216,097$382,216,097
22COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
23COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
24ALTRIUS CAPITAL MANAGEMENT, INC.$857,338$337,435,061$7,214,914$344,649,975
25CAROLINA CAPITAL CONSULTING, INC.$563,240$335,127,929$335,127,929
26TIMONIER$533,477$244,159,274$71,125,786$315,285,060
27GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
28WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
29HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
30ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
31SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
32REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
33STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
34OLD PEAK FINANCE$628,382$266,433,825$266,433,825
35TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
36ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
37ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
38ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
39CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
40DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
41AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
42WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
43BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
44OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
45STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
46FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
47CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
48KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
49COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
50FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
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Showing 1 to 50 of 65 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*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.