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
1Old Peak Finance$561,714$204,463,975$204,463,975
2Financial Symmetry Inc.$155,739$7,993,310$439,444,869$447,438,179
3Park Ridge Asset Management$262,208$99,191,202$4,643,013$103,834,215
4Horizons Wealth Management$201,644$100,822,202$100,822,202
5Stewardship Partners Investment Counsel, Inc.$211,700$100,981,108$100,981,108
6Sheets Smith Investment Management, Llc$462,175$101,216,394$101,216,394
7Private Wealth Management Of North Carolina Llc$165,213$101,505,511$1,917,574$103,423,085
8Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
9Milestone Wealth$172,618$103,743,631$103,743,631
10Cascades Capital Asset Management, Llc$216,382$105,012,848$10,535,001$115,547,849
11Bull City Advisors, Llc$1,887,909$105,722,902$105,722,902
12Camden Financial Management, Inc.$590,029$110,335,502$110,335,502
13Hayden Harper Advisory, Llc$455,448$110,673,873$110,673,873
14Frazier Financial Consultants, Llc$372,535$112,505,650$112,505,650
15Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
16Lumina Wealth Management, Llc$305,684$117,270,432$4,697,344$121,967,776
17Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
18First Financial Group$176,385$121,000,000$121,000,000
19Reliant Investment Partners, Llc$216,078$122,516,395$122,516,395
20Kenneth Frenke & Co$198,114$129,764,381$129,764,381
21Auctus Advisors Llc$372,182$131,752,471$131,752,471
22Altamont Capital Management$460,208$133,000,000$133,000,000
23Beacon Wealthcare, Inc.$191,304$134,127,133$4,568,344$138,695,477
24Capital Management Llc$482,129$136,195,850$52,316,403$188,512,253
25Delegate Advisors, Llc$1,337,693$147,404,496$647,185,282$794,589,778
26Omnistar Financial Group, Inc.$166,070$149,629,006$149,629,006
27Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
28Keatley Wealth Management, Llc$448,324$152,878,636$152,878,636
29Defender Capital$416,062$159,900,000$700,000$160,600,000
30Live Oak Private Wealth, Llc$501,652$163,036,740$163,036,740
31Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
33Arjuna Capital, Llc$805,922$211,151,447$211,151,447
34Armor Investment Advisors, Llc$450,781$211,416,145$211,416,145
35Strathmore Capital Advisors$322,957$213,474,305$213,474,305
36Zuraw Financial Advisors, Llc$392,675$214,007,931$214,007,931
37Hilltop Wealth Advisors, Llc$620,879$240,900,910$240,900,910
38Jolley Asset Management, Llc$664,386$244,494,045$244,494,045
39Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
40Alpha Financial Advisors, Llc$218,665$250,949,392$8,825,154$259,774,546
41Collegiate Capital Management, Inc.$189,786$260,406,739$37,746,889$298,153,628
42Carolina Capital Consulting, Inc.$510,051$284,098,580$284,098,580
43Cook Wealth Management Group Llc$333,825$302,779,262$302,779,262
44Altrius Capital Management, Inc.$830,059$303,270,582$6,341,602$309,612,184
45Kingfisher Capital, Llc$548,968$319,499,095$319,499,095
46Woodward Financial Advisors, Inc.$410,659$324,420,238$324,420,238
47Kuhn Advisors, Inc.$399,462$331,953,061$331,953,061
48Greerwalker Wealth Management Llc$708,038$407,121,620$407,121,620
49Ironsides Asset Advisors, Llc$1,778,582$416,436,846$166,937,895$583,374,741
50Bluesky Wealth Advisors, Llc$345,845$426,080,912$426,080,912
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Showing 1 to 50 of 65 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 2,206 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.