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