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 | $592,022 | $3,227,398,811 | $200,407,546 | $3,427,806,357 |
| 2 | Bragg Financial Advisors Inc | $1,723,918 | $2,272,123,381 | — | $2,272,123,381 |
| 3 | Smith, Salley & Associates, LLC | $1,299,959 | $2,025,980,505 | $654,840 | $2,026,635,345 |
| 4 | Salem Investment Counselors Inc | $1,030,874 | $1,969,210,901 | $26,562,068 | $1,995,772,969 |
| 5 | Colony Family Offices, LLC | $7,132,859 | $1,940,821,644 | $42,113,128 | $1,982,934,772 |
| 6 | STEARNS FINANCIAL GROUP | $625,790 | $1,439,316,947 | — | $1,439,316,947 |
| 7 | Novare Capital Management | $2,104,274 | $1,221,876,662 | $2,810,878 | $1,224,687,540 |
| 8 | Sheets Smith Wealth Management | $1,190,246 | $998,616,543 | — | $998,616,543 |
| 9 | Delegate Advisors, LLC | $1,277,820 | $146,560,527 | $736,413,163 | $882,973,690 |
| 10 | Triad Financial Advisors, Inc. | $379,526 | $782,406,629 | $19,911,829 | $802,318,458 |
| 11 | Arbor Investment Advisors, LLC | $720,959 | $728,731,460 | $15,298,339 | $744,029,799 |
| 12 | Financial Symmetry Incorporated | $199,141 | $284,256,771 | $380,476,878 | $664,733,649 |
| 13 | Hamilton Point Investment Advisors, LLC | $1,106,118 | $639,336,306 | — | $639,336,306 |
| 14 | Ironsides Asset Advisors, LLC | $1,688,391 | $386,633,541 | $236,382,865 | $623,016,406 |
| 15 | Absher Wealth Management, LLC | $425,599 | $558,833,039 | $50,199,694 | $609,032,733 |
| 16 | Altavista Wealth Management, Inc. | $648,912 | $592,931,197 | $8,610,529 | $601,541,726 |
| 17 | Live Oak Private Wealth, LLC | $698,592 | $592,405,648 | — | $592,405,648 |
| 18 | Bluesky Wealth Advisors, LLC | $426,759 | $560,761,458 | — | $560,761,458 |
| 19 | MCSHANE PARTNERS | $1,646,154 | $535,000,000 | — | $535,000,000 |
| 20 | Kuhn Advisors, Inc. | $452,562 | $511,395,178 | — | $511,395,178 |
| 21 | Kingfisher Capital, LLC | $1,721,898 | $494,184,812 | — | $494,184,812 |
| 22 | Woodward Financial Advisors, Inc. | $596,112 | $470,928,308 | — | $470,928,308 |
| 23 | Collegiate Capital Management, Inc. | $259,441 | $397,259,516 | $41,974,475 | $439,233,991 |
| 24 | Cook Wealth Management Group, LLC | $447,918 | $405,365,714 | — | $405,365,714 |
| 25 | Altrius Capital Management, Inc. | $880,567 | $364,976,454 | $6,622,768 | $371,599,222 |
| 26 | Defender Capital LLC | $839,817 | $365,600,000 | $1,400,000 | $367,000,000 |
| 27 | Carolina Capital Consulting, Inc. | $617,308 | $364,211,716 | — | $364,211,716 |
| 28 | Alpha Financial Advisors, LLC | $263,362 | $340,938,736 | $641,889 | $341,580,625 |
| 29 | Timonier Family Office, Ltd. | $537,473 | $258,216,230 | $78,779,453 | $336,995,683 |
| 30 | Hilltop Wealth Advisors, LLC | $259,568 | $335,361,704 | — | $335,361,704 |
| 31 | Old Peak Finance LLC | $721,760 | — | $327,679,141 | $327,679,141 |
| 32 | Whitener Capital Management, Inc | $302,277 | $275,189,229 | $39,783,869 | $314,973,098 |
| 33 | GREERWALKER WEALTH MANAGEMENT LLC | $1,799,116 | $309,447,871 | — | $309,447,871 |
| 34 | Reichard Capital, LLC | $1,878,303 | $308,041,716 | — | $308,041,716 |
| 35 | Townsend Asset Management Corp. | $339,667 | $284,898,023 | $15,027,856 | $299,925,879 |
| 36 | Strathmore Capital Advisors, Inc. | $388,401 | $297,903,343 | — | $297,903,343 |
| 37 | Arjuna Capital, LLC | $905,180 | $296,898,901 | — | $296,898,901 |
| 38 | Harbor Capital Management Inc | $527,111 | $224,420,822 | $69,706,903 | $294,127,725 |
| 39 | Armor Investment Advisors, LLC | $558,565 | $287,661,009 | — | $287,661,009 |
| 40 | Capital Management LLC | $615,606 | $183,277,017 | $93,129,922 | $276,406,939 |
| 41 | Zuraw Financial Advisors, LLC | $450,407 | $269,793,947 | — | $269,793,947 |
| 42 | Sapere Wealth Management, LLC | $1,201,469 | $267,927,650 | — | $267,927,650 |
| 43 | Auctus Advisors LLC | $548,384 | $263,115,315 | $657,297 | $263,772,612 |
| 44 | Verum Partners LLC | $463,526 | $168,308,322 | $92,193,142 | $260,501,464 |
| 45 | Omnistar Financial Group, Inc. | $217,624 | $216,528,747 | $14,805,376 | $231,334,123 |
| 46 | Wrenn Financial Strategies, Inc. | $477,531 | $186,988,231 | $38,406,313 | $225,394,544 |
| 47 | Beacon Financial Strategies Corp. | $445,837 | $205,281,006 | $3,370,726 | $208,651,732 |
| 48 | Beacon Wealthcare LLC | $254,761 | $198,071,176 | $4,718,655 | $202,789,831 |
| 49 | Altamont Capital Management, LLC. | $599,321 | $195,977,836 | — | $195,977,836 |
| 50 | BEACON WEALTHCARE, INC. | $242,652 | $188,229,555 | $3,707,785 | $191,937,340 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
