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
1Old Peak Finance LLC$721,760$327,679,141$327,679,141
2Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
3Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
4Kure Advisory, LLC$151,511$100,300,000$100,300,000
5Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
6Crown Wealth Group LLC$217,401$111,526,652$111,526,652
7Tassel Capital Management, Inc.$196,453$116,299,910$116,299,910
8Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
9BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
10Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
11Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
12Sherclar, Inc$296,086$124,356,000$124,356,000
13Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
14Smith Partners Wealth Management, LLC$598,676$127,518,014$127,518,014
15Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
16Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
17Cornerstone Planning, LLC$219,132$130,651,280$5,210,582$135,861,862
18Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
19Guardian Wealth Advisors, LLC$315,288$131,827,631$17,619,035$149,446,666
20Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
21Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
22Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
23Gragg & Gragg, L.L.P.$820,202$140,254,507$140,254,507
24Hayden Harper Wealth Advisory, LLC$537,129$140,727,707$140,727,707
25FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
26Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
27Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
28Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
29Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
30Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
31Powell Financial, Inc.$593,162$156,001,580$156,001,580
32STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
33Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
34Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
35Reliant Investment Partners, LLC$222,329$172,304,737$172,304,737
36Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
37BRC Wealth Management, LLC$490,923$185,568,840$185,568,840
38Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
39BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
40First Financial Group Corporation$272,480$190,191,000$190,191,000
41Altamont Capital Management, LLC.$599,321$195,977,836$195,977,836
42Beacon Wealthcare LLC$254,761$198,071,176$4,718,655$202,789,831
43Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
44Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
45Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
46Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
47Auctus Advisors LLC$548,384$263,115,315$657,297$263,772,612
48Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
49Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
50Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
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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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.