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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Parsec Financial Management, Inc$487,412$2,406,628,410$152,770,658$2,559,399,068
2Salem Investment Counselors Inc$971,916$1,589,082,496$0$1,589,082,496
3Colony Family Offices$2,171,009$1,401,477,728$31,388,503$1,432,866,231
4Delegate Advisors, LLC$2,423,570$123,700,718$1,301,358,630$1,425,059,348
5Smith, Salley & Associates$1,413,494$1,345,646,123$0$1,345,646,123
6Biltmore Family Office, LLC$2,031,038$653,597,551$609,707,975$1,263,305,526
7Boys Arnold & Co. Inc.$1,085,815$1,144,448,981$0$1,144,448,981
8Stearns Financial Group$548,606$1,114,767,377$0$1,114,767,377
9Novare Capital Management$794,262$1,070,771,038$12,602,568$1,083,373,606
10Sheets Smith Wealth Management$955,721$775,089,721$0$775,089,721
11Triad Financial Advisors, Inc.$310,558$585,336,899$25,220,014$610,556,913
12Sapere Wealth Management, LLC$952,317$607,578,168$0$607,578,168
13Ironsides Asset Advisors$2,167,413$362,887,097$226,649,203$589,536,300
14Willingdon Wealth Management Inc.$334,136$556,872,320$5,144,252$562,016,572
15Arbor Investment Advisors$655,510$522,701,736$31,203,929$553,905,665
16Altavista Wealth Management, Inc.$578,286$485,581,445$18,684,212$504,265,657
17Rinehart Wealth & Investment Advisory$1,593,948$489,342,135$0$489,342,135
18Greerwalker Wealth Management LLC$748,568$430,426,400$0$430,426,400
19Bluesky Wealth Advisors$352,839$406,470,243$0$406,470,243
20Hamilton Point Investment Advisors$929,498$405,261,051$0$405,261,051
21Kuhn Advisors, Inc.$2,509,738$373,950,932$0$373,950,932
22Altrius Capital Management, Inc.$959,689$351,115,605$7,808,106$358,923,711
23Financial Symmetry Inc.$147,047$6,015,690$352,779,330$358,795,020
24Woodward Financial Advisors, Inc.$538,897$334,116,153$0$334,116,153
25Kingfisher Capital, LLC$552,912$322,347,837$0$322,347,837
26Collegiate Capital Management, Inc.$195,914$272,010,502$45,370,897$317,381,399
27Carolina Capital Consulting, Inc.$473,054$287,616,872$0$287,616,872
28Strathmore Capital Advisors$347,833$239,657,150$0$239,657,150
29Whitener Capital Management, Inc$259,282$149,770,000$76,324,000$226,094,000
30Hilltop Wealth Advisors, LLC$538,035$213,600,000$0$213,600,000
31Townsend Asset Management Corp.$284,844$201,900,000$8,600,000$210,500,000
32Capital Management$496,423$129,856,371$76,655,596$206,511,967
33ALPha Financial Advisors$1,130,836$205,812,187$0$205,812,187
34Arjuna Capital, LLC$892,613$204,408,310$0$204,408,310
35Zuraw Financial Advisors$406,866$202,212,258$0$202,212,258
36Omnistar Financial Group, Inc.$165,720$160,251,119$369$160,251,488
37Beacon Financial Strategies Corp.$318,968$156,290,391$3,831,717$160,122,108
38Old Peak Finance$462,276$0$154,862,369$154,862,369
39Bull City Advisors, LLC$2,523,940$153,960,342$0$153,960,342
40Wrenn Financial Strategies, Inc.$291,500$118,854,950$35,056,982$153,911,932
41Defender Capital$402,632$153,000,000$0$153,000,000
42Keatley Wealth Management, LLC$479,606$140,524,491$0$140,524,491
43Kenneth Frenke & Co$208,320$135,199,582$0$135,199,582
44Altamont Capital Management$515,175$132,400,000$0$132,400,000
45Lumina Wealth Management, LLC$310,129$120,589,575$4,702,690$125,292,265
46Beacon Wealthcare, Inc.$243,255$122,640,004$2,150,000$124,790,004
47Financial Planning Services, Inc.$310,161$121,583,293$0$121,583,293
48First Financial Group$201,000$120,600,000$0$120,600,000
49Penland Legacy Advisors$279,442$108,491,466$9,433,206$117,924,672
50Frazier Financial Consultants, LLC$388,124$116,825,266$0$116,825,266
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Showing 1 to 50 of 57 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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