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 | Colony Family Offices, Llc | $4,524,180 | $1,576,870,343 | $47,310,290 | $1,624,180,633 |
| 2 | Biltmore Family Office, Llc | $2,263,571 | $887,552,705 | $696,947,068 | $1,584,499,773 |
| 3 | Smith, Salley & Associates, Llc | $1,229,161 | $1,377,889,908 | — | $1,377,889,908 |
| 4 | Salem Investment Counselors Inc | $821,423 | $1,356,991,192 | — | $1,356,991,192 |
| 5 | Stearns Financial Group | $619,532 | $1,310,310,191 | — | $1,310,310,191 |
| 6 | Boys Arnold & Co. Inc. | $1,038,679 | $1,091,651,390 | — | $1,091,651,390 |
| 7 | Novare Capital Management | $757,163 | $977,011,765 | $2,000,000 | $979,011,765 |
| 8 | Delegate Advisors, Llc | $1,337,693 | $147,404,496 | $647,185,282 | $794,589,778 |
| 9 | Sheets Smith Wealth Management | $890,115 | $724,553,284 | — | $724,553,284 |
| 10 | Willingdon Wealth Management Llc | $317,279 | $638,410,857 | $5,030,279 | $643,441,136 |
| 11 | Triad Financial Advisors, Inc. | $311,158 | $608,368,411 | $19,547,852 | $627,916,263 |
| 12 | Ironsides Asset Advisors, Llc | $1,778,582 | $416,436,846 | $166,937,895 | $583,374,741 |
| 13 | Arbor Investment Advisors | $584,687 | $509,791,633 | $21,104,137 | $530,895,770 |
| 14 | Altavista Wealth Management, Inc. | $526,842 | $469,480,873 | $18,375,197 | $487,856,070 |
| 15 | Mcshane Partners | $1,564,356 | $474,000,000 | — | $474,000,000 |
| 16 | Hamilton Point Investment Advisors, Llc | $941,463 | $460,375,636 | — | $460,375,636 |
| 17 | Financial Symmetry Inc. | $155,739 | $7,993,310 | $439,444,869 | $447,438,179 |
| 18 | Sapere Wealth Management, LLC | $1,772,936 | $436,142,152 | — | $436,142,152 |
| 19 | Bluesky Wealth Advisors, Llc | $345,845 | $426,080,912 | — | $426,080,912 |
| 20 | Greerwalker Wealth Management Llc | $708,038 | $407,121,620 | — | $407,121,620 |
| 21 | Kuhn Advisors, Inc. | $399,462 | $331,953,061 | — | $331,953,061 |
| 22 | Woodward Financial Advisors, Inc. | $410,659 | $324,420,238 | — | $324,420,238 |
| 23 | Kingfisher Capital, Llc | $548,968 | $319,499,095 | — | $319,499,095 |
| 24 | Altrius Capital Management, Inc. | $830,059 | $303,270,582 | $6,341,602 | $309,612,184 |
| 25 | Cook Wealth Management Group Llc | $333,825 | $302,779,262 | — | $302,779,262 |
| 26 | Collegiate Capital Management, Inc. | $189,786 | $260,406,739 | $37,746,889 | $298,153,628 |
| 27 | Carolina Capital Consulting, Inc. | $510,051 | $284,098,580 | — | $284,098,580 |
| 28 | Alpha Financial Advisors, Llc | $218,665 | $250,949,392 | $8,825,154 | $259,774,546 |
| 29 | Townsend Asset Management Corp. | $837,720 | $249,999,813 | $7,180,260 | $257,180,073 |
| 30 | Timonier | $457,411 | $195,913,665 | $59,321,916 | $255,235,581 |
| 31 | Jolley Asset Management, Llc | $664,386 | $244,494,045 | — | $244,494,045 |
| 32 | Hilltop Wealth Advisors, Llc | $620,879 | $240,900,910 | — | $240,900,910 |
| 33 | Whitener Capital Management, Inc | $234,329 | $170,025,000 | $50,479,000 | $220,504,000 |
| 34 | Zuraw Financial Advisors, Llc | $392,675 | $214,007,931 | — | $214,007,931 |
| 35 | Strathmore Capital Advisors | $322,957 | $213,474,305 | — | $213,474,305 |
| 36 | Armor Investment Advisors, Llc | $450,781 | $211,416,145 | — | $211,416,145 |
| 37 | Arjuna Capital, Llc | $805,922 | $211,151,447 | — | $211,151,447 |
| 38 | Old Peak Finance | $561,714 | — | $204,463,975 | $204,463,975 |
| 39 | Capital Management Llc | $482,129 | $136,195,850 | $52,316,403 | $188,512,253 |
| 40 | Live Oak Private Wealth, Llc | $501,652 | $163,036,740 | — | $163,036,740 |
| 41 | Defender Capital | $416,062 | $159,900,000 | $700,000 | $160,600,000 |
| 42 | Beacon Financial Strategies Corp. | $317,424 | $152,301,999 | $2,918,211 | $155,220,210 |
| 43 | Keatley Wealth Management, Llc | $448,324 | $152,878,636 | — | $152,878,636 |
| 44 | Wrenn Financial Strategies, Inc. | $307,574 | $120,286,080 | $30,424,938 | $150,711,018 |
| 45 | Omnistar Financial Group, Inc. | $166,070 | $149,629,006 | — | $149,629,006 |
| 46 | Beacon Wealthcare, Inc. | $191,304 | $134,127,133 | $4,568,344 | $138,695,477 |
| 47 | Altamont Capital Management | $460,208 | $133,000,000 | — | $133,000,000 |
| 48 | Auctus Advisors Llc | $372,182 | $131,752,471 | — | $131,752,471 |
| 49 | Kenneth Frenke & Co | $198,114 | $129,764,381 | — | $129,764,381 |
| 50 | Reliant Investment Partners, Llc | $216,078 | $122,516,395 | — | $122,516,395 |
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.
