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
1Colony Family Offices$4,524,180$1,576,870,343$47,310,290$1,624,180,633
2Biltmore Family Office, LLC$2,263,571$887,552,705$696,947,068$1,584,499,773
3Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
4Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
5Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
6Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
7Capital Management Llc$7,202,969$864,661,760$122,144,946$986,806,706
8Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
9Delegate Advisors, LLC$1,337,693$147,404,496$647,185,282$794,589,778
10Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
11Willingdon Wealth Management Inc.$317,279$638,410,857$5,030,279$643,441,136
12Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
13Ironsides Asset Advisors$1,778,582$416,436,846$166,937,895$583,374,741
14Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
15Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
16Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
17Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
18Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
19Bluesky Wealth Advisors$345,845$426,080,912$426,080,912
20Financial Symmetry Inc.$149,547$6,738,064$406,909,875$413,647,939
21Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
22Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
23Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
24Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
25Kingfisher Capital, LLC$548,968$319,499,095$319,499,095
26Collegiate Capital Management, Inc.$189,786$260,406,739$37,746,889$298,153,628
27Carolina Capital Consulting, Inc.$510,051$284,098,580$284,098,580
28Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
29Hilltop Wealth Advisors, LLC$620,879$240,900,910$240,900,910
30ALPha Financial Advisors$194,654$214,258,691$8,814,758$223,073,449
31Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
32Zuraw Financial Advisors$392,675$214,007,931$214,007,931
33Strathmore Capital Advisors$322,957$213,474,305$213,474,305
34Arjuna Capital, LLC$806,618$211,333,852$211,333,852
35Old Peak Finance$561,714$204,463,975$204,463,975
36Capital Management$482,129$136,195,850$52,316,403$188,512,253
37Defender Capital$416,062$159,900,000$700,000$160,600,000
38Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
39Keatley Wealth Management, LLC$448,324$152,878,636$152,878,636
40Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
41Omnistar Financial Group, Inc.$166,070$149,629,006$149,629,006
42Beacon Wealthcare, Inc.$191,304$134,127,133$4,568,344$138,695,477
43Altamont Capital Management$460,208$133,000,000$133,000,000
44Auctus Advisors LLC$372,182$131,752,471$131,752,471
45Kenneth Frenke & Co$198,114$129,764,381$129,764,381
46Lumina Wealth Management, LLC$305,684$117,270,432$4,697,344$121,967,776
47First Financial Group$176,385$121,000,000$121,000,000
48Penland Legacy Advisors$253,649$100,720,042$12,914,916$113,634,958
49Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
50Frazier Financial Consultants, LLC$372,535$112,505,650$112,505,650
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Showing 1 to 50 of 56 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 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.

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