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$628,382$266,433,825$266,433,825
2VERATIS ADVISORS, INC.$1,946,429$109,000,000$109,000,000
3ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
4SPARTAN PLANNING GROUP$175,552$82,762,946$49,428,036$132,190,982
5SJBENEN ADVISORY, LLC$725,771$103,785,226$103,785,226
6HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
7CASSIA CAPITAL PARTNERS LLC$402,132$110,184,091$110,184,091
8CORNERSTONE WEALTH PLANNING$203,792$110,468,176$4,878,289$115,346,465
9CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
10MILESTONE WEALTH$239,244$113,162,243$113,162,243
11HAYDEN HARPER WEALTH ADVISORY, LLC$474,435$113,864,454$113,864,454
12GUARDIAN WEALTH ADVISORS, LLC$265,254$114,589,611$114,589,611
13CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
14PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
15BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
16HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$1,246,809$119,693,644$119,693,644
17LUMINA WEALTH MANAGEMENT, LLC$315,489$126,290,643$5,583,908$131,874,551
18PARK RIDGE ASSET MANAGEMENT$303,901$129,390,296$5,237,682$134,627,978
19COPPERLEAF CAPITAL, LLC$246,089$130,027,825$15,164,738$145,192,563
20FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
21POWELL WEALTH$524,936$133,333,628$133,333,628
22CASCADES CAPITAL ASSET MANAGEMENT, LLC$267,865$133,363,593$13,961,907$147,325,500
23FINANCIAL PLANNING SERVICES, INC.$510,663$141,453,548$141,453,548
24KENNETH FRENKE & CO$222,953$146,034,001$146,034,001
25FIRST FINANCIAL GROUP$217,781$147,873,031$147,873,031
26STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
27RELIANT INVESTMENT PARTNERS, LLC$223,281$160,539,384$160,539,384
28WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
29ALTAMONT CAPITAL MANAGEMENT$532,084$164,413,818$164,413,818
30CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
31BRC WEALTH MANAGEMENT, LLC$609,895$169,550,673$169,550,673
32DELEGATE ADVISORS, LLC$1,203,471$171,052,821$640,086,312$811,139,133
33FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
34OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
35BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
36BEACON WEALTHCARE, INC.$242,652$188,229,555$3,707,785$191,937,340
37AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
38DEFENDER CAPITAL$567,500$226,100,000$900,000$227,000,000
39ZURAW FINANCIAL ADVISORS, LLC$398,439$238,266,817$238,266,817
40TIMONIER$533,477$244,159,274$71,125,786$315,285,060
41WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
42TOWNSEND ASSET MANAGEMENT CORP.$347,785$251,350,146$11,227,392$262,577,538
43ARJUNA CAPITAL, LLC$899,986$254,696,072$254,696,072
44ARMOR INVESTMENT ADVISORS, LLC$526,177$260,457,681$260,457,681
45STRATHMORE CAPITAL ADVISORS$319,834$269,300,327$269,300,327
46REICHARD CAPITAL, LLC$2,095,866$270,366,684$270,366,684
47SAPERE WEALTH MANAGEMENT, LLC$1,346,077$285,368,228$285,368,228
48ALPHA FINANCIAL ADVISORS, LLC$235,049$287,230,142$287,230,142
49HILLTOP WEALTH ADVISORS, LLC$719,348$290,616,666$290,616,666
50GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
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Showing 1 to 50 of 74 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.