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

Showing 1 to 50 of 65 entries

Page 1 | 2

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.